Workflow: Paid Promotion Campaign

Learn what a paid promotion campaign is

Updated over a week ago

You selected "Paid Promotion" campaign in the first step of your campaign creation. This means that you will pay influencers a flat payment for their work. You can always add a discount offer to your campaign if you plan to give commission fees as well.

When you select "Paid Promotion" campaign, settings and stages are adapted to this type of campaign. In your settings, you need to set up your payment information and edit 4 different emails for each step of the campaign.

How to step up a Paid Promotion 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

2️⃣ Set up your campaign compensation

Define your default payment details for your flat payment for your campaign

Define the basic settings related to Influencer payments. This information will be displayed on the Influencer payment request page. You can also define if you want to ask for an invoice or a tax form to your creator during the payment request.

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.

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, 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 finish setting up the basics of your campaign.

Paid Promotion Campaign Stages

Now you created your campaign, you can invite influencers to join it. Before adding influencers to your campaign, I invite you to read this article to learn how to edit your campaign emails, you can also edit your emails while going through the different steps of your campaign.

1️⃣ Set an offer

Before inviting influencers to your campaign, you need to set up your offer. Setting an offer will give influencers the option to accept your offer or decide or give a counteroffer. If you don't set up an offer influencers will be asked to give the price they want.

You can set an offer directly on influencers' profiles. Learn more on how to set up an offer.

2️⃣ Send the invitation email

Click on the Invite button to send your Invitation email. Learn more about the Invitation

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"

NOTE: You can click on "invite all" to send the invitation email in bulk even if you already sent the invitation email to some of the influencers. Only the one who haven't received 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.

3️⃣ Request draft

The second email you send to influencers is the Drafting email. In this email, influencers will receive a link for them to upload their 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.

4️⃣ Send the publication instructions

After you agree on a publication, notify your influencers it is time for them to publish, and send them the "Publication email". Click on the "Notify influencer" button to send them your Publication Instructions.

To check if an influencer published ant their performance, set up a stream. Learn more on how to collect influencers' posts.

5️⃣ Request invoice

Send your Payment email to influencers to collect their invoice and tax documents.

This email includes a link that allows influencers to choose how they want to be paid and set up their payment information.

6️⃣ Track your payment and pay influencers

You can easily collect invoices and tax documents and pay influencers from the payment tool. Learn more about the Upfluence Payment tool.

Congratulations, your campaign is running! On to the next.

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