Influencer Marketing: How do I create a Shopify Order?
Table of Contents
You can send product fulfillment requests to creators as a part of the proposal within the campaign workflow.
To create a product fulfillment request:
- Navigate to the campaign you want to add a fulfillment request to.
- Navigate to the Campaign Settings and click Creator Flow.
To share the product fulfillment module with a creator, the Agency User has to send a proposal with Product Fulfillment enabled.
- Ensure that Shopify Product Fulfillment is toggled ON.
- On the right side of the screen, click Manage next to Shopify Product Fulfillment.
- Click Settings to set the flow for product fulfillment requests like price limits. You also have the option to hide prices of products from creators.
There are two ways you can send orders to Shopify. You can automatically send the order upon the creator's completion of the Product Fulfillment Request or after the Agency Users review it and submit it to Shopify.
By default, the Send Orders Directly to Shopify After Influencer Selection toggle is OFF. This means that you must manually approve all Product Fulfillment Requests completed by creators before the order is sent to Shopify. Learn more about Manual Order Creation in this article.
If this feature is toggled ON, orders are immediately sent to Shopify following the Proposal's acceptance. You can leave this feature off to audit creator's delivery addresses or to ensure product variety among creators. Order configurations impact the Product Fulfillment Flow. It's recommended to send the order to Shopify shortly after the creators fill in their preferences.
How can I customize the Shopify Product Fulfillment?
Prices of products within the Product Fulfillment Request are shown by default. You can toggle this feature off to hide the costs of products available to creators in the proposal.
You can also decide the maximum number of products creators can select and limit how much creators can spend on products.
How do I add products?
To add a product to a proposal, open your Campaign Settings and navigate to the Creator Flow tab. Click the gear icon next to Shopify Product Fulfillment to access the Products section. You can also scroll on the right-hand panel to Shopify Product Fulfillment and click Manage.
- Scroll to the Products section and click +
- Select a Shopify store in the popup window.
- Select the products you want to include in the campaign and click Add.
- Click the lock icon to make products mandatory selections. If you choose to make products mandatory, the creator must choose these products as a part of their proposal.
If you confirm the product selection before creating the Shopify Order, you can still edit the creators' choice of products and their delivery addresses.
How do I control the Product Fulfillment experience for creators?
When you open up your Shopify Product Fulfillment settings, you can use the Customization tab to create a unique experience for creators.
In the Customizations tab, you can update the following:
- Product Title - Select Products is the default copy creators see when they receive the Product Fulfillment Request. You can update this copy to be more descriptive or include a specific action.
- Products Description - Select the products you would like to receive is the default copy creators see when they receive the Product Fulfillment Request. Update this copy to provide more instructions or clarify next steps.
- Out of Stock Message - You can update the error message that appears for creators if they select a product that is unavailable.
- Shipping Information Description - Please be sure your shipping address is up to date is the default copy creators see when they receive the Product Fulfillment Request. Edit this copy if you need more information or additional instructions.
- Order Tags - These tags appear in all the Orders generated in Shopify
- Automatically Fill the Billing Address - Toggle this option ON to automatically populate the Billing Address field with the information gathered as the Delivery Address.