1. Account Navigation & Platform Login
• Login to the Platform: Sign in directly at app.swagup.com using your credentials. First-time users joining an existing company account must accept their email invitation link to establish login security.
• Navigate Through SwagUp Platform (New Look): The updated platform layout organizes workflows across central tabs: Dashboard (overview), Orders (active/past builds), Shipments (tracking & batching), Inventory (warehoused goods), Contacts (recipient book), and My Designs (saved artwork).
• Managing Account Through the Dashboard: Update user profile details, company branding defaults, and administrative notification settings directly under Account Settings in the left sidebar navigation.
🟡 ACTION REQUIRED: Admin Access Audits
Because all account administrators share ordering, contact management, and billing access, conduct quarterly audits under Account Settings to remove permissions for former team members.
2. General Onboarding & Fast-Track Readiness
• What is Needed to Place an Order: To submit a new order, you must provide item selections (or pack specs), target quantities, high-resolution branding assets, and target delivery dates.
• What to Have Ready to Fast-Track Your Swag: Consolidate vector logo files (.AI, .EPS, .SVG with outlined fonts), exact Pantone/HEX colors, and your recipient address spreadsheet before requesting mockups.
• Order Timelines & Planning: Standard production cycles run 3–4 weeks from artwork proof approval, plus carrier transit time. Factor this window in before setting event in-hands dates.
🟢 GOOD TO KNOW: Fast-Tracking Orders
Having print-ready vector files and complete address CSVs prepared prior to starting an order request reduces mockup approval and production start times by up to 48 hours.
3. Discounts & Platform Policies
• Non-Profit Discounts: Registered 501(c)(3) organizations are eligible for non-profit pricing discounts. Submit tax-exemption verification to Customer Care prior to order finalization.
• Returns & Refund Eligibility: Report claims for damaged, defective, or incorrect items within 14 days of delivery via care@swagup.com or live chat for credit or replacement evaluation.
• Shipping Policies & Return Fees: Failed or refused deliveries returned to the warehouse incur return postage charges on the customer account before restocking.
🔴 WARNING: Post-Approval Lock Policy
Due to custom manufacturing, orders cannot be canceled, refunded, or modified once digital artwork mockups are officially approved for physical production.
4. Platform Glossary & Definitions
Term | Definition |
Swag Pack | A customized, curated box containing multiple branded merchandise items assembled for single-recipient delivery. |
Bulk Items | Standalone branded merchandise items produced in bulk without individual pack assembly. |
Mockup | A digital design proof rendering logo placement, sizing, and decoration methods on selected products. |
Redeem Page | A customized, branded landing page allowing recipients to self-submit shipping information and apparel sizes. |
Autoship | An automated workflow triggering fulfillment from stored inventory when a recipient completes a Redeem form or integration trigger. |
Swag Credits | Pre-purchased account credits applied toward future production, storage, or fulfillment charges. |