Influencer Matching: Identify Your Most Influential Customers

Learn how to sport your influential customers within your customer base effortlessly.

Updated this week

What are the Live Capture Capabilities?

The Live Capture Feature provides two types of matching methods:

1️⃣ Influencer Matching Capture: Capture influencers from your pools of customers and site visitors. You can also match emails from any database.

2️⃣ Landing Page: Collect contact information from interested influencers and convert them into valuable assets for your brand.

💡 We highly recommend you to utilize this powerful Influencer Matching tool since it allows you to passively identify influencers who already know you and potentially love your products.

You can typically engage these influential customers (or we can call them your organic influencers) simply for product giveaways or at a fraction of the cost of influencers who aren't already familiar with your brand.

Understand how it works for your E-commerce Store

When a new customer makes a purchase on your store or subscribes to your newsletter, our system will automatically match and see if this customer is potentially influential.

If this is the case, this new profile will be automatically added to your selected List, along with details about their social reach, engagement, and purchase history.

For the next step you would be able to quickly engage them to work with your brand through Upfluence.

How do I set up a new Influencer Matching Live Capture?

Prerequisites:

First of first, it is necessary to connect your Shopify, WooCommerce, Magento, Klaviyo or BigCommerce account to Upfluence. If you haven't already connected your e-commerce store or Klaviyo account to Upfluence, we invite you to follow these tutorials:

1. Open the Live Capture app.

2. Click on Create a new Live Capture.

3. Name your Live Capture Matching and Select "Influencer Matching" as the capture type.

4. Scroll down to choose your Influencer Matching provider.

When you have done so, you can go to the next step.

NOTE: If you select Klaviyo, Upfluence will analyze all users already present within the capture source selected to identify influencers. This means that the size of your influencer network could increase significantly.

5. Select the Matching Provider

6. Select the capture source you would like to analyze the customers on


For Klaviyo users, you can the list where you want to send the collected influencers.

7. Choose if perform a Retroactive Analysis

8. Link your matching with an Upfluence list

Assign an Upfluence list to your Live Capture campaign, making it a breeze to locate the influencers you've captured.

That's it! All you have to do is click on "Save" to start the matching process. Now Upfluence will start matching every customer against our influencer database and the captured influencers will be automatically added to your IRM.

How to create a Landing Page for Influencers?

Here's a helpful video on how to do this:

Where can I find my captured influencers?

Captured influencers are automatically added to your Upfluence List as well as your personal influencer network.

You can easily find these influencers by going to the List you picked in previous step.

Or you can find them in your IRM by adding the column linked to the Live Capture Campaigns.

1. Go to your IRM and open the box related to field management. Then open the "Entities" section and select "Live Capture Campaigns".

2. You have the ability to filter your IRM by campaigns

To do this, you simply need to filter your IRM by the Live Capture campaign you want to view results for, and then only the influencers captured in that campaign will be displayed.

3. If you have a connected Shopify Store, you will be able to access even more powerful data points about these new influencers by adding additional columns to your IRM view.

You can add important social reach and purchase history metrics to very easily identify the type of customer the influencer and how they have interacted with e-commerce store thanks to the following information:

  • Number Of Orders

  • Total Generated Sales Value

  • Date Of First Purchase

  • Date Of Last Purchase

To add these columns, as usual, you need to open the "Manage fields" tab and then click on the "Customer profile" section to add the columns related to these e-commerce insights.

You will then be able to see all the information directly in your IRM table. All these columns can be filtered to allow you to refine the displayed results however you want.

For further assistance, please feel free to contact us by clicking on the "Talk to a person" option within our chat feature. We're here to help!

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