Onboarding Automations

Onboarding Automations

Once you've reached out to influencers, you'll start receiving responses and preparing to onboard new collaboration partners.

During this phase, you will handle replies either directly from your Relationships tab or Inbox, transitioning influencers from the "In Conversation" stage to the "Onboarded" stage once they respond positively to your outreach.

At this stage, it’s time to activate key onboarding automations including shipping setup, bulk discount code generation, and automatic tracking link creation — to streamline the process and save valuable time.

1— Bulk Product Shipping Automation

You can set up bulk product shipping directly within Lists. Here’s our Helpful Guide.

We also offer an automatic product shipping feature. You can learn more about how it works here:

How to Ship Products Automatically

Automatically send products regularly to keep your influencers happy and encourage more posts every month!

2— Bulk Discount Code, Tracking Link Generation & Commission Tier Update

Just like bulk shipping, you can use Shopify Magic within your Lists to:

  • Generate bulk discount codes

  • Create tracking links for multiple influencers

  • Update commission tiers in bulk

How Can I Bulk Update Discount Codes in Lists

Quickly manage and update discount codes in bulk directly from your Lists.

3— Other Bulk Options

Bulk Actions in Lists

In 'Lists', you can efficiently manage some key bulk actions:

Still have questions?

Reach out anytime via the support chat at the bottom-right corner of your dashboard, or email us at [email protected]. We’re happy to assist!

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