Not on Shopify? You can now import your products by CSV and use the Product Catalog stage, just like Shopify brands. See the article "How to Import Products via CSV Upload" to get started. If you'd rather manage shipping outside Aspire, follow the steps below. To send product and tracking information to creators without using Shopify, we'll be relying on a CSV sheet to move data between Aspire and order fulfillment.
1. Create a Custom Stage in your Campaign
To get started, add a custom stage to your campaign: open the campaign, click Settings, go to the Workflow tab, click Add Stage, and choose Custom Stage. This custom stage can be named something like "Send Box & Tracking Info."
2. Tag Your Members
Once creators have been added to your campaign and have reached this new custom stage, select them and click Actions > Tags > Assign to tag them, so you know you need to ship to them.
3. Go to Contacts > Filter by the tag you created > Edit Columns
Now that everyone has been tagged, click Contacts in the left navigation and use the Tags filter to find everyone with that tag. From the Contacts list, click the Edit columns icon to choose the columns you want to export, then export everyone in one go! Make sure the following columns are selected: Address First Name, Address Last Name, Address 1, Address 2, City, and Postal Code.
4. Click the Export contacts (download) icon
5. Open CSV in Google Sheets or Excel
From here, you can send the downloaded CSV straight to your fulfillment team. If they aren’t going to send you any tracking info back, then that’s all you need to do if you aren’t sharing tracking info with creators.
But if you are sharing tracking info with creators, two things can happen. Either 1) your fulfillment team will give you a list of tracking numbers. Or 2) they’re going to give you a CSV with those tracking numbers on it. If they give you a list of tracking numbers, you will open that CSV that you exported from Aspire to import it into Google Sheets.
6. Make a "Tracking Numbers" column on the Google Sheet
Enter all of the tracking numbers on this sheet. One thing that is really important to note before you export this CSV is that you will want to make sure you haven’t deleted the ID, unique ID, or email column. You’ll want to make sure that you aren’t importing this CSV back into the platform without that information. These are how we make sure you don’t end up with duplicates, so it is a really important step!
Once you have all the tracking info, name, id, etc., save this as a new CSV and go back to the Aspire platform.
IMPORTANT: In the address field, US , USA, or United States are all accepted formats. United States of America is not. Country name and State codes are not case sensitive, so there is no need for capitalization (e.g. United States/united states/US/Us/us and Texas/texas/TX/tx/Tx are valid). Lastly, please also make sure there is no extra spaces before, after, or between country names that have 2 or more words in them.
7. Import a CSV back into Aspire:
You can now import this new CSV back to Aspire. Go to Contacts and click the Upload contacts icon in the upper-right corner to upload that CSV. You will notice that you don't have a field selected for the tracking number, so you'll want to import it as a new field and click "Free Text." Click Add.
Important: Do not remove the id, uid, or email columns from the sheet prior to performing the upload. Aspire relies on these columns to match member identity, so deleting these columns may cause you to make new members instead of updating existing ones.
8. Tell your members their product is on the way!
Now that tracking codes are uploaded to the Aspire platform, you can easily tell your members that their package is on the way and provide them with their tracking info. Select the creators in your campaign, click Actions > Compose Email to message everyone at once, and use the Insert variable (magic wand) button to add their tracking number! This will let everyone in that group know that their package is on the way.
