This article will guide you through the process of shipping self-fulfilled products - from setting up your shipping location to downloading orders to fulfill and uploading tracking details.
Self Fulfillment Playbook
Step 1: Enter the address you will ship from
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Go to the homepage of your dashboard
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Click “Settings”
- Under Settings, click “Shipping”
- Click "Setup your shopping location"
- Enter the address you will ship from
Step 2: Downloading Orders to Ship
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Go to the homepage of your dashboard
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Click “Contributions”
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Under Contributions, click “Fulfillment”
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There will be a download button on the top right side of this page
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Download your orders
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Your orders will download as a CSV file. Example here of what the column headers will look like on your CSV export
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All information needed to ship out orders will be in this report
Step 3: Uploading order tracking numbers into your Dashboard
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The homepage of your admin dashboard will show you how many orders you have left to send. (image below)
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Orders left to send = Tracking numbers that have not been uploaded into your dashboard.
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Click the button “X orders left to send!” This will take you to the Fulfillment tab you used to export your order information to ship.
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Download the CSV report by clicking the download button on the top right of the page. This report will be used to add your tracking numbers.
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On this report, you will be entering the Carrier Code (Column AE) and Tracking Number (Column AF) for your orders.
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Carrier Code = Ship Method (example. Fedex, USPS, UPS)
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Copy and paste the Carrier Code and associated Tracking Number in columns AE and AF for the corresponding order.
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In cases where you are fulfilling an order by mail, which does not provide a tracking number, enter “Letter” for the Carrier Code and “Untracked” as the Tracking Number.
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Once all of the information is entered, save your file as a CSV document
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On your admin panel, under the Fulfillment tab, upload your CSV file by the “drag and drop” function or by clicking “Upload orders to Ship” and locating it on your computer.
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Once the file uploads, you will receive a green highlighted text with Friendly Order ID numbers (column B), meaning your tracking has been uploaded successfully!
Step 4: Supporters Being Notified Their Order Has Shipped
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After you upload tracking back into Fourthwall’s system, an email will be sent out to the supporter notifying them their item has shipped.
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This email will ONLY go out after the package has its first scan from the carrier
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This makes the tracking email and process more “real-time” for the supporter.
That is it! If you have any other questions on the self-fulfillment process, please reach out to our team at support@fourthwall.com