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How to invite influencers to join your campaign

Invite creators, automate follow-ups, and track status as you move them through your campaign

Updated this week

Before you launch your campaign

Make sure you’ve taken care of the essentials to set your campaign up for success. While not all steps are required, we recommend reviewing this list:

Here's a helpful video on how to do this:

1. Invite your influencers

You can send invitation emails manually or in bulk, depending on your workflow.

Option 1: Invite individually

  1. Click to open the email editor for a specific influencer.

  2. Click Preview to double-check the email and ensure the application link and other merge fields are functioning properly.

  3. Click Save and Send.

Option 2: Invite in bulk

  1. Select all influencers and click "Invite".

  2. Use Preview to review the message and confirm merge fields and the application link are displaying correctly

    📌 Tip: Add the application link using a hyperlinked "HERE" text when setting up your email template to avoid overly long URLs

  3. Click Save and Send.

Note:

  • Already-invited influencers won’t receive duplicate emails

  • You won’t be able to preview emails until influencers are added to the campaign

2. Follow-up emails and replies

  • If an influencer doesn’t apply or reply, and their status hasn’t been manually changed, a follow-up email will be sent automatically based on your configured settings

  • If an influencer replies to your email, you’ll see a red notice with an envelope icon.

To reply:

  • Click the envelope icon, or

  • Click the influencer’s name to open the email tab and send a personal response

Pro tip: Use the Jace AI reply tool to:

  1. Draft friendly or firm responses

  2. Adjust tone, fix grammar, or translate your reply

  3. Shorten or expand your message

🔒 Jace AI can be disabled upon request for compliance needs.

3. Move influencers to the next stage

When you're ready to move forward with an influencer:

  • Click Shortlist and then Approve. This action is for internal use only, influencers won’t be notified.

  • To Reject an influencer, click the "X". Influencers won’t be notified automatically, so you may want to send a separate email to inform them.

4. How influencer statuses work

As influencers respond to your invitations, their statuses will update:

Action

Status

Invitation email sent, no reply

Waiting Application

Influencer applies via application form

Influencer Responded

Influencer replies to email

(No status change) – Red envelope icon appears, profile will be listed at the top of your dashboard.

You click Shortlist

Shortlisted (no flat fee) or Influencer Applied (with flat fee)

You click Approve

Influencer Approved

You click Reject

Influencer Rejected

You can use the Status filter to quickly find and manage a specific group of influencers you'd like to focus on during your campaign.

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