Jaice is your AI assistant for campaign creation. It helps you:

Analyze your brand and suggest campaign goals
Auto-fill campaign fields and generate a complete brief
Recommend optimizations in real time
Write on-brand emails and follow-ups with the right links baked in

Jaice speeds up campaign setup and boosts the quality of your outreach, making it easier to launch polished, effective campaigns faster.

1. Start a new Campaign

On the Home Page, click + New Campaign.
Choose Guided, faster setup powered by AI.
Click Get started → Let’s dive in!
Follow Jaice’s step‑by‑step guidance
Track your progress using the sidebar on the left

💡 Tip: Do not quit the process before finishing.

2. Set up your campaign details

2.1 Brand setup

Tell Jaice a bit about your brand so it can tailor your campaign:

To select an existing brand profile:
- Click the dropdown next to the current brand name
To create a new one:
- Click + Add new brand, enter your website URL, and hit ✓.
- Jaice will autofill your brand profile, then you can edit:
  - Brand name
  - Brand logo
  - Brand description
  - Brand industry topics
Click ↓ to save and move on.

2.2 Campaign goals and budget

🚨 This setting cannot be adjusted after creation.

Click on the goal bubbles to choose your objectives, such as:
- Send products to creators
- Create branded content
- Generate sales
- Increase brand awareness
Tips: select all if you want to be sure
Set your total campaign budget and choose your currency
Add relevant keywords you want creators to include in their posts (press Enter after each keyword).

💡 Jaice will suggest ideas in real time to help fine-tune your setup.

2.3 Target audience

Click each bubble to tell Jaice your ideal audience’s:

Gender
Location
Age range

2.4 Ideal creator profile

Click each bubble to define your ideal creators’:

Location
Content language
Active social media platforms
Follower counts

💡 You can skip this and modify it later

3. Set up Marketplace visibility

Campaign name & visibility

Enter your campaign name (this will be public to creators)
Decide if you want Upfluence to recommend your campaign in the Marketplace:
- Yes: Campaign will be listed and matching creators can apply → Learn how Marketplace works
  - Limit public applications?
    Choose Yes and set how many creators can apply before your campaign is removed
    Choose No and your campaign stays public (unless inactive for more than 30 days)
- No: only invited influencers can apply

💡 Tip: You can skip marketplace setup and enable it later.

4. Compensation

4.1 Reward type

(Cannot be changed after campaign creation.)

Choose how creators will be compensated:

Fixed payment
Affiliate commission
Product gifting

💡 Tip: If you want flexibility, select all that apply.

4.2 Sales tracking

(Optional, can be skipped and set up later.)

Want to track conversions?

Click Yes to enable sales tracking
Choose either:
- + Create new tracking plan
  → Follow this guide: How to set up and track influencer sales with a tracking plan
- Select existing tracking plan
  1. Find your tracking plan and click the eye icon to preview
  2. Click to select the plan
  3. Click Assign to apply it to your campaign
Decide when Upfluence should create codes and links:
- When I approve creators’ application
- When creators are added to my campaign

⚠️ Important:
We don’t recommend linking the same tracking plan to multiple Campaigns. If a creator is in more than one Campaign, sales may appear in all of them, risking double payouts.

4.3 Payout rate

Choose whether your commission is:
- A fixed amount per sale
- A percentage of each sale
Adjust currency or percentage in the selection bubbles

4.4 Product gifting

(Optional, can be skipped and set up later.)

Click + Add product(s) to include gifting options for creators. Then choose how you want to add products:

Option 1: Import from store

(Requires integration with your e-commerce platform)

Stay on the Import from store tab
Select the store
Choose up to 10 products at a time and click Add Products
Repeat to add more products

Option 2: Add manually

(For non-integrated shops)

Switch to the Add manually tab
Fill in product details: name, image, price, etc.
(Optional) Require shipping address
(Optional) Enable product options → click + Add another option to add variants
Click Save Product
Repeat to add more products

4.5 Product selection limits

(Optional, can be skipped and set up later.)

You can limit how creators choose products:

Limit how many products a creator can select
Cap the total value they can choose
Limit creators to one of each product/variant
Choose whether to show product prices to creators

Tip: Certain limits depend on earlier settings, so follow prompts as they appear.

4.6 Billing details

(Optional, can be skipped and set up later.)

Fill in your billing info:

I would like to pay creators with:
- Upfluence Pay: Upfluence Pay setup
- PayPal business: PayPal setup
- Offline payment: Collect wire transfer info and pay outside Upfluence
I want to bill from:
- this impact your tax management
I will pay creators within Net X days:
- Set how many days creators have to get paid
Payment email:
- Add the email creators can use for payment questions

4.7 Billing documents required

(Optional, can be skipped and set up later.)

Decide which documents creators must submit before they can receive payment. This ensures your finance team gets all the necessary information for smooth processing.

Tax form (optional)
- This depends on your billing country and payment method:
  - W‑9 form: Required if your company is based in the U.S. and you're paying a U.S. influencer
  - W‑8 form: Required if your company is based in the U.S. and you're paying a non U.S. influencer
  💡 If you're using Upfluence Pay, these forms are not required. Upfluence Pay handles tax collection and reporting automatically. Check How Upfluence Pay handles US tax reporting (automated & hassle-free)

Invoice:
- Provide the necessary details for influencers to invoice you. This will be displayed on the Influencer payment request page.

5. Application brief

5.1 Would you like to add a creator brief?

(Optional, can be skipped and set up later.)

You can use:

Generated text brief: Jaice drafts it for you, then you edit/format
PDF upload: Creators can download and read it

You can update the brief anytime in Campaign settings.

Note: You can use the brief templates available to help you create your brief.

5.2 Contract (optional)

(Optional, can be skipped and set up later.)

If your campaign includes a contract:

Assign a contract template to the application form
Creators must sign and upload it to apply
Learn how to add a contract

Note: The contract you upload here is a generic contract for all creators in the campaign. All creators will receive the same contract template to sign and submit.

If you need to send different contracts to individual creators, we recommend sending them as an attachment through a 1:1 email.

5.3 Click & UTM tracking

🚨Important: This tracking measures clicks only (different from sales tracking links):

If you already set a Tracking plan above, you can choose No and skip
If you want to track influencer clicks even without shop integration, choose Yes
→ Learn how to track clicks generated by influencers?

6. Email settings

6.1 Automatic follow‑up emails

(Cannot be changed after creation.)

Automatic follow-up emails help boost your response rate by keeping your campaign top of mind. A simple reminder can make all the difference in getting replies from creators.