The Campaign App allows you to effectively handle the entire collaboration process with influencers, from sending applications and campaign briefs to managing drafts, publishing content, and sending payments.
This article will guide you through creating a campaign.
Here's a helpful video on how to do this:
Step-by-Step Guide
I. Creating a New Campaign
1️⃣ To create a new campaign, click on "+ New Campaign" on the Home Page.
2️⃣ A campaign configuring page will appear. Start setting up your campaign by selecting a campaign type.
There are three types of campaigns you can choose from, based on your compensation type. Each compensation type's settings and stages are adapted to the selected campaign type:
This article lists some of the most commonly used compensation types to help you determine which campaign type to choose when creating your campaign.
3️⃣ Click on "Configure my campaign" to proceed to the next step.
NOTE: After you created your campaign you won't be able to change the Campaign type.
II. Set up the basic information about your campaign.
1️⃣ First, define your campaign name. Keep in mind this name will be visible for your influencers.
2️⃣ Select your campaign owner. The campaign owner will be the one receiving all the notifications.
3️⃣ Add your Campaign logo (Optional)
4️⃣ Set up Sales & activity tracking (Optional - Can be edited after creation)
✔️ If you need to track influencer's sales performance:
Toggle on Track orders & sales performance and check How to Create Tracking Plan and Run Affiliate Campaign?
✔️ If you need to track the number of clicks your influencer generated:
Toggle on Track clicks & views and check How to Track Clicks Generated by Influencers?
5️⃣ Set up Content tracking (Optional - Can edit after creation)
✔️ Indicate if you'll ask for your creator to share their Instagram stories content and performances with you.
✔️ Add your Campaign Keywords, Hashtags & Mentions (optional)
III. Set up your campaign compensation:
(Optional - Can be edited after creation)
✔️ If you are offering product gifts to your creators, check How to Set Up Product Compensation on the Application Form?
✔️ If you are offering flat payment to your creators, check How to Set Up Payment Compensation on the Application Form?
✔️ If you are offering affiliate commission to your creators, check How to Set Up Affiliate Commissions？
IV. Create your Application form
The application form is the core element of your campaign. This is the form that will be sent to your creators for them to apply to your campaign, choose their products, accept the financial offer, sign a contract, and review the campaign brief.
Learn more on: How to set up an application form.
This step is also skippable, simply toggle off the option of adding a brief and you will be able to skip to next step.
V. Define basic settings for the campaign's emails.
1️⃣ Select the default email address your campaign emails will be sent from.
2️⃣ Add your desired email signature.
NOTE: Once you start inviting influencers to your campaign, you won't be able to change the sender email.
VI. Edit Publication Instructions (Optional)
Publication Instructions is a dedicated web page where you can describe the various requirements related to publishing the content produced as part of your campaign (hashtags, tracking links, aesthetics, etc.).
The publication instructions will be linked in your publishing email, which will be shared with your selected influencers. You can modify the publication instructions at any time in your campaign's settings.
VII. Hit on "Create Campaign"
Congratulations!
You created your campaign. You will then be taken to the Campaign dashboard.
Here are links to the recommended next steps:
Enjoying your current campaign and want to continue using it? Here is a helpful guide on How to Duplicate campaigns for future use!