A successful campaign launch comes down to preparation. Before you send your first invitation, whether you're recruiting creators through the Upfluence Marketplace or reaching out cold, run through this checklist to make sure everything is in place.

1. Add your campaign brief to the application form

Your brief is one of the first things creators see when they open your application form, so it needs to clearly explain your brand, the collaboration, and what's expected of them. A complete brief reduces back-and-forth and helps creators decide quickly whether your campaign is a good fit.

Jaice can generate a brief for you during campaign setup, or you can create your own.

📖 How to make a brief A-Z

📖 How to set up the application form for influencers

💡 Need inspiration? Check out our free campaign brief templates.

2. Set your compensation

Define how creators will be compensated: product gifting, affiliate commission, flat fees or a combination. Creators see your offer directly on the application form, so setting this up before launch ensures they can accept (or counter) without delays.

📖 How to set up product gifting options on the application form

📖 How to set up the flat payment offer on application form

📖 How to set up and manage affiliate commissions

3. Edit your email flows

Your campaign comes with preset email steps for outreach and follow-up. Be sure to review and personalize each one before launch. Use campaign-specific merge fields to personalize at scale, and always preview and test before going live.

📖 How to set up email automation for your Campaign

📖 How to optimize your creator campaign with Campaign-specific merge fields

📖 How to preview and test your emails before sending

4. Make sure the sender email is linked

Campaign emails are sent from a connected email account. Confirm the right sender is linked to your campaign a recognizable sender address improves reply rates and deliverability.

📖 How to choose your sender email for a campaign

📖 How to connect your Gmail account / How to connect your Outlook/365 account

5. Import creators into the campaign

Finally, add the creators you want to invite. You can import them from your Lists (recommended), your Community, or directly from Search results then send your invitations once everything above is in place.

📖 How to add influencers to a campaign

📖 How to invite influencers to join your campaign

6. Going further

Depending on your campaign type, a few extra steps are worth checking before launch:

Tracking plan: if you're tracking sales, set up your discount codes and affiliate links before creators start posting.
📖 How to set up and track influencer sales with a tracking plan

Contract: protect both sides by attaching a contract for creators to sign when applying.
📖 How to add a contract to your Campaign

E-commerce integration: for gifting campaigns, connect your store (Shopify, WooCommerce, Magento, BigCommerce) to create gifting orders directly from the campaign.
📖 3 ways to use our eCommerce integrations

✅ All checked? You're ready to launch your campaign!

Your Upfluence Campaign Pre-Launch Checklist