Adding Sales Tracking into Project Workflow
Aspire is an Influencer marketing platform focusing on SMB brands and helping their collaboration, management, and evaluation move from spreadsheets or disparate marketing apps, into a single platform for all their Influencer Marketing efforts.
Aspire core functionality for brands includes a CRM, Projects to manage workflow, Sending Products, Sales Tracking, and an Analytics suite. For creators, Aspire offers a marketplace to find campaigns to apply to and a creator portal to organize any tasks and communication needed between the brand and the creator to facilitate making social posts.
Aspire allows a brand to generate unique sales tracking links and promo codes to give to creators to include in their social posts in order to drive conversions for the brand and commissions for the creators.
Sales Tracking was only about 7 months old as a feature, so it was still in the process of being adopted across all our brands. This functionality had lived in it’s own area of the product until the release of Projects in Aspire, so adding in this functionality to the workflow would allow brands to fit sales link and/or promo code generation and dispersement into their new workflow.
Projects were a new workflow that organized campaigns and helped brands move their creators step by step through the activities needed to have creators make social posts showcasing the brands products in what feels more like an authentic way than an ad a brand might run on these platforms.
Part of the benefit of working with creators is it will expose the brand to new audiences in a more natural way and ideally help drive traffic to their stores from these links and discounts for their audience via these codes when they buy something.
One of the most difficult parts of this project is no one in the company had integrated any of the other “apps” we offered in our product into this new product workflow, so I would have to figure out how to incorporate things like setup, error states, and what I had already in the Sales Tracking App into this new workflow.
As I mentioned above, I had previously created the new promo code generation and modification system in the Sales Tracking App as well as a new payments system to pay creators commissions earned from the sales they generate from the redemption of these codes.
As part of this process I had standardized the flow of both code and link generation so it all felt like a cohesive, expandable, and flexible system we potentially use anywhere in the product. The biggest task I needed to work through would be how to setup our discount/commission structures in a natural way that fits into the Project Workflow system since there weren’t any experience patterns to work off of with this being the first new system to integrate into Projects.
I knew I had a few of options to consider right off the bat for setup:
1. Should setup be an initial setup in Project Workflow?
2. Should setup be incorporated into the steps were the brand would now generate and send these links or codes?
3. Should setup stay in the Sales Tracking app and I just expand generation and dispersement of these items into workflow?
I would also need to consider if I made the decision to do option 1 or 3, how would a brand know they need to setup a Sales Link or Promo Code “Offer” if the project is already running or they don’t see the setup area or prompt?
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