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How to use Live Capture to identify creators from your customer base

Learn how to sport your influential customers within your customer base effortless

Updated this week

Upfluence’s creator matching feature helps you discover creator who are already engaged with your brand, making it an efficient and cost-effective way to build relationships.

1. Live Capture matching methods

Live Capture app offers two ways to discover creators:

Matching Method

Description

✅ Creator matching (Introduced in this article)

Captures creators from your customer base, site visitors, or email database.

Ambassador landing page (Check here)

Collects contact information from interested creators who voluntarily sign up.

Watch this video to learn more 👇

💡 Pro tip: Using creator matching helps you discover organic creators who already know your brand. These creators are typically more cost-effective, often requiring only product giveaways or minimal compensation.

2. How creator matching works

  • When a customer purchases a product or subscribes to your newsletter, Upfluence checks if they are an influential figure.

  • If they qualify, their profile is automatically added to a selected list.

  • You can see details about their social reach, engagement, and purchase history to evaluate potential collaborations.

3. Setting up a new creator matching Live Capture

Prerequisites

Before setting up creator matching, ensure your eCommerce store or Klaviyo account is connected to Upfluence:

Step-by-step setup

  1. Open the Live capture app, click + New Live Capture.

  2. Name your Matching and select "Creator Matching" as the capture type.

  3. Select your Matching provider (e.g., Shopify, Klaviyo).

  4. (Optional) Choose retroactive analysis to match past customers.

  5. Link a List to organize matched creators.

  6. (Optional) For Klaviyo users, select the Klaviyo list where you want to send matched creators.

  7. Click "save" to start the matching process.

Once started, Upfluence will analyze every new customer and match them against the creator database and the captured creators will be automatically added to your Community.

4. Where to find matched creators

You can view matched creators in three different places:

Option 1: From your linked list

  1. Go to the Live Capture app and find your matching setup in the table view.

  2. In the Successful capture column, click the eye icon to open the linked list.

  3. You’ll see all matched creators there.

Tip: Linked lists have a special icon next to their name in the list dropdown for easy identification.

Option 2: In the Community tab

  1. Open your Community table view.

  2. Use the filter Live capture campaigns to find matched creators.

Option 3: Enable email notifications

  1. Go to My Account > Settings

  2. Stay on the General Information tab and scroll to the Notifications section

  3. Toggle on Live Capture Updates

You’ll get an email when new creators are matched through Live Capture.

Enhanced data tracking

To understand an creator’s shopping behavior, you can view:

  • Number of purchases

  • Total purchase value

  • First purchase date

  • Last purchase date

To add these columns:

  1. Open "Manage fields" in the Community app.

  2. Click on "Customer profile" and add relevant columns.

  3. Use filters to refine results based on purchase behavior.

FAQs


1. What’s the difference between Live Capture matching and the Ambassador landing page?

Feature

Live capture matching

Ambassador landing page

Who is targeted?

Customers who purchased a product (on CMS) or subscribed (via Klaviyo).

Website visitors or social media users who sign up voluntarily.

How are creators identified?

By matching their email address to Upfluence’s database.

By capturing their contact details through a form.


2. How does Upfluence determine if someone is an creator?

  • Matching is based on email addresses from your store or database.

  • If an email exists in both your system and Upfluence's database, the creator is presented for consideration.

  • There is no minimum follower requirement for matching.


3. Why do some influencers have zero purchase history but still get matched?

They may have created an account or signed up for your newsletter without making a purchase.


4. Can I use Live Capture without CMS integration or Klaviyo?

Yes, if you have a custom database, Upfluence’s tech team can manually match it.

Important notes:

Contact our support team via Live Chat to proceed with manual matching.


5. How long does Live Capture matching take?

Platform

Processing time

CMS integrations (Shopify, WooCommerce, etc.)

Depends on database size (e.g., 5,000 creators ≈ 15 minutes).

Klaviyo

First results appear within minutes, but large lists may take longer.


6. Is selecting a Klaviyo list optional?

Yes, but selecting a Klaviyo list allows you to enrich creator profiles with:

  • Instagram handle

  • Engagement rate

  • Number of followers

  • Link to their Upfluence profile


7. What’s the average matching success rate?

  • For CMS: The usual matching success rate is between 1-3% of profiles.

  • For Klaviyo: The success rate is slightly above 1%.


8. Why haven't I seen results from my Live Capture matching campaign?

  • Check if retroactive analysis is enabled.

  • Confirm that matching is activated in your campaign settings.

If both are correct and you still have no results, contact support via Live Chat


9. Why do private Instagram profiles appear in my results?

  • Their profile may have been public when added to Upfluence’s database.

  • Some creators set their profiles to private to encourage more followers.

Upfluence cannot determine why an creator switches to private, however, you can remove them from your community at any time.


10. If an creator from my campaign buys a product, will they be matched again?

Yes, but their profile will not be duplicated in your community.

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