Once a catalog has been activated, connect it to a campaign to easily send product selection requests to members.
Connecting Catalogs To a Campaign
ℹ️ Before You Start: Confirm you are using the "Product Catalog" stage in your campaign workflow. For guidance on how to edit your workflow stages, refer to this article.
To connect a catalog to a campaign:
Navigate to the campaign.
In the upper-right corner, click the Settings (gear) icon.
Select the Product Catalogs tab.
Click Connect Catalogs.
Select the catalog(s) you wish to connect, then click Add Catalog.
To disconnect a product catalog:
Under the Product Catalogs tab in campaign Settings, click the Unlink Catalog (broken link icon) next to the catalog name.
Alternatively, click Connect Catalogs, deselect the catalog(s) you wish to disconnect, and click Update Catalog.
Sending Order Requests
🚀 Pro Tip: Customize the columns in the Product Catalog stage to include member data fields such as tags, Instagram followers, or Instagram engagement rate. This will help you quickly identify which catalog to send to a creator or efficiently send order requests in bulk.
To send an order request:
Navigate to a campaign.
Click on the Product Catalog stage.
Click into the Send Product Catalog sub-stage.
Select the member(s) you want to send an order request to, then click Send Product Catalogs.
Choose the catalog you wish to send, then select a selection rule. If your catalog has more than one rule, choose the one to apply; otherwise creators won't have any selection limits. Click Next: Customize Email.
Personalize the email or continue with the default template. Click Next, preview the email, then click Send.