You selected "Product Gifting" in the first step of your campaign creation. This means that you'd like to send products to influencers for them to review on Social Media.
When you select "Product Gifting", settings and stages are adapted to this type of campaign. In your settings, you will have to add products influencers can select and a maximum of products they can select; and you will need to edit 4 different emails for each step of the campaign.
How to set up a Product Gifting campaign
1️⃣ Set up the basic information about your campaign.
After you select the type of campaign you will be running, you need to add general information about your campaign: name, owner, tracking link, discount offers, Keywords...
If you'd like more details on this step, check this article: How to create a campaign.
2️⃣Add products as a compensation
On this page simply, click on the "Add Products" button and a window will open to allow you to add the products of your choice.
You have two options to add products, you can add products manually or import them from your Store (only available for Shopify/Woocommerce users).
I invite you to read the following article to learn more about How to compensate influencers with products.
Once you've added all your product don't forget to add a Max number of products influencers can select.
⚠️ If you don't add a maximum number, influencers can select all the products you added.
3️⃣ Define the basic settings for the emails
Here, you just need to check with email and a signature will be used to send emails. You can change it if you need a specific one for this campaign.
Check this article to learn how to connect your Gmail account or your Outlook account.
⚠️ Once you start inviting influencers to your campaign, you won't be able to change the default email.
4️⃣ Create your campaign brief
You can now create your brief. This campaign brief will be linked directly to your first influencer invitation email and provide an overview of the campaign.
You can use the briefing templates available to help you create your brief.
Learn more about the influencer campaign brief here: How to write a campaign brief
You can modify your influencer brief at any time in your campaign's settings.
5️⃣ Edit your Publication Instructions
Publication Instructions is a dedicated page in which you remind influencers of the various requirements related to publishing the content produced (hashtags, tracking links, aesthetics, etc). Influencers will have access to this page in the last email you will send.
You can edit this part as you want and delete the mention you don't need. The software will automatically pull up the information from your settings or influencers' profiles to replace the coding part of the publication instruction.
Voilà! You finished setting up the basics of your campaign.
Product Gifting campaign stages
Now you have created your campaign, you can invite influencers to join it. But before adding influencers to your campaign, I invite you to read this article to learn how to edit your campaign emails.
1️⃣ Send the invitation email
Send your first email to invite influencers to select products and give their shipping info.
Learn more about the Invitation email.
Send this email by clicking on "Send application form" in the action column.
When you click on "invite" the email editing window will open for you to review/edit your email and then click on "save and send".
You can also invite all influencers in two clicks:
1. Select all influencers
2. Click on " Invite all"
You can click on "invite all" to send in bulk the invitation email even if you already sent the invitation email to some of the influencers.
Only the one who haven't receive it yet will be emailed.
When influencers accept or refuse your offer, their status will be updated.
Once an influencer has applied, you can Shortlist him/her and then Approve him/her one by one or you can reject influencers by clicking on the "X". In your click-on reject, influencers will not be notified if you reject them, just send an email to let them know they didn't make it to the final list.
2️⃣ Create orders from Upfluence
For Shopify or Woocommerce users, you can easily create orders in your shop and send products after influencers select products when applying to your campaign.
3️⃣ Send your shipping email
The second email you send to influencers is the "shipping email". This email informs influencers that they will soon receive their product and start to create their content draft.
Learn more about the shipping email.
Click on "product sent" to send the shipping email.
4️⃣ Request draft
Once influencers received their product send the draft email, to request a content draft so you can review what influencers will share and make sure they don't give wrong information.
Learn more on drafting emails.
Click on "send draft email" to open the email editing window and then click on "save and send".
When influencer uploads their draft click on "see drafts" to review them.
5️⃣ Send the publication instructions
After you agree on a publication, notify your influencers it is time for them to publish, by sending them the "publication email". Click on the "Notify influencer" button to send them your Publication Instructions.
Congratulations! You made it to the end. To check influencers' posts performance step up a stream for your campaign.