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How to set up your account after joining Upfluence
How to set up your account after joining Upfluence

Everything you need to set up before getting started

Updated over 2 weeks ago

Just joined Upfluence and need help setting up your account? No worries, we’re here to guide you! Let’s walk you through it step-by-step.

  1. Click on your profile picture (or initials) in the bottom left corner, then select Settings.

    In the Settings menu, you’ll find several tabs to customize your account👇.

  2. Go to the User management tab to:

  3. Go to the Integrations tab and integrate:

    1. Email: Add your Gmail/Outlook for influencer outreach.

    1. Payment accounts: Upfluence Pay and Paypal Payout.

    2. Affiliation accounts: Refersion and Amazon Attribution.

    3. E-Commerce Accounts: Shopify, WooCommerce, BigCommerce, Magento.

    4. Tracking for any website: Upfluence Agnostic Sales Tracking (AST).

    5. Marketing Accounts: Klaviyo.

      💡 Tip: Share integrations with your team to streamline collaboration. Learn more: How to share my integrations with my team

  4. Go to the General Information tab to configure key account details:

    1. First & Last Name

    1. Email Address: This is your login email, not the email used for influencer outreach.

    2. Preferences:

      • Distance Unit / Metric

      • Default Currency

      • Display Suggested Price

    3. Default Ownership: Choose how your work is shared:

    4. Avatar (Optional): Upload a profile picture for your account.

  5. Scroll down to the Email Settings section, you can:

    1. Set your default email address: Choose the default email used for influencer outreach. (To add more emails, integrate your inbox under the "Integrations" tab.)

    2. Add your mailing signature

      📌 Note: Don’t forget to click "Update Signature" to save your changes!

  6. Customize which notification emails you’d like to receive from Upfluence.

With your account fully set up, you’re ready to explore Upfluence and start engaging with influencers. If you need more help, feel free to join our Live QA Sessions. 🚀

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