Fulfilling Orders in an Activation

If you set up product selections in your Activation's settings, you can access the Fulfill Products Workflow step. Here, you can keep track and manage product orders your creators are making for the Activation.

You can learn more about Fulfill Products step with this article.

What You'll Need

• The Products module enabled in your Activation's settings. See Creating an Activation for more.
• Activated creators. Learn more with Activating Creators in Your Activation.

How to Do It

You can access this step by navigating to Program > Activations > Your Activation > Workflow > Fulfill Products.

You can manage creators' products and product orders using this step's row actions and bulk actions, such as creating store orders or marking orders as fulfilled. You can learn about these actions in the following sections.

Row Actions

You can use row actions to work with an individual creator.

Select a creator's name to open a side panel with details about the creator's proposal. Any tasks, products, and other details they agreed to or chose for themselves will appear in this side panel.

You can freely edit or browse their selections with the following tabs:

• Tasks: Review the tasks the creator's agreed to as part of their proposal. You can also add or edit tasks here. These changes will be reflected in the creator's proposal on their Live Site, but you do not need to resend a proposal for them to review.
• Products: Similarly to the Tasks tab, you can review, add, or edit product orders the creator's placed via their proposal in this tab. These changes will be reflected in the creator's proposal on their Live Site, but you do not need to resend a proposal for them to review.
• Payments: Any payments you've made to the creator will appear in this tab. You can also make payments to the creator from here.
• Content Rights: The content rights the creator agreed to will appear here.
• Delivered Content: Any delivered content the creator has submitted as part of the Activation will appear here.

Hover over a creator to display other row actions. They are:

• Create Store Order: Create the order in your integrated Ecommerce store.
• Delete Shopify Order: If you're integrated with Shopify, select this to delete the corresponding order from your Shopify store.
• Mark as Fulfilled: Mark the order as completed.
• View Order: If you're integrated with a supported Ecommerce store, select this to view the order in that store in a new window. 

• Send email: Compose and send creators an email.

• Add Note: Write a note for that creator that you or others with access to the Activation can view at any time. Creators will not see these notes.

• Edit order: Select this to edit the creator's product selections or shipping address. This will update their proposal, and any changes will also be reflected on their Live Site.

• Delete: Permanently remove the order from the Activation.
• Mark as Unfulfilled: Mark the order as incomplete.

Bulk Actions

If you want to manage multiple creators at once, you can use the available bulk actions. To display bulk actions, select the checkbox next to each creator you want to update. The available bulk actions are:

• Create Order: Create the selected orders in your integrated Ecommerce store.
• Mark Fulfilled: Mark the selected orders as complete.

• Tags: Edit the selected creators' tags. These are custom tags you can make yourself. Learn more with Managing tags.

• Sequences: Add creators to an existing email sequence. Learn more with Sequences.

• Send email: Compose and send creators an email.

• Delete: Permanently remove the order from the Activation.
• Exports

  • Export: Download a CSV file of the table. Only the information of the creators you've currently selected will be exported. You can customize what information is exported with the table's Columns button.

  • Shopify Customer Export: If you're integrated with Shopify, select this to create a customer export.
• Edit:

  • Set relationship stage: Update creators' relationship stages. Learn more with Creating Relationship Stages

  • Set custom property: Update creators with custom properties. Learn more with Creating Custom Properties.

  • Change owner: Update the assigned GRIN user for the selected creators.

• More Options:
  • Create Draft Order: If you're integrated with a supported Ecommerce store, select this to create a draft order for the selected products.

  • Send alert: Send creators an alert. Alerts are special communications that don't affect your send limits in GRIN. You can learn how to set these up with White labeling the creator experience.

  • Pause content & reporting: Tell GRIN to stop tracking creators' content posts, conversions, and other metrics for this Activation.

  • Unpause content & reporting: Tell GRIN to resume creators' tracking content posts, conversions, and other metrics for this Activation.

  • Remove proposal: Permanently remove creators and their proposals from the Activation. You will need to readd creators to the Activation and resend them a proposal if you want them in the Activation later.