A Community (IRM) table view is a saved layout that helps you quickly access specific influencer data without needing to reconfigure filters or columns every time.
Accessing Community table views
Click "Table views" next to "Manage fields" to access saved layouts.
Upfluence provides three default table views to help streamline your workflow:
Live Capture – Helps review influencers added through live capture campaigns.
Social Media Overview – Displays influencers' social media accounts and key metrics.
Relationship – Shows lists, mailings, campaigns, owner details, latest notes, and last contacted date.
How to create a custom Community table view
Adjust the columns, filters, and sorting in your Community dashboard.
Click "Save View" in the Table Views menu.
Name your view and confirm.
The system will save:
Selected columns
Column order
Applied filters
Sorting preferences (A→Z or Z→A)
Managing your Community table views
Update an existing Community table view
Adjust the columns, filters, or sorting as needed.
Click "Table views" and locate the current view.
Click the
refresh button.Click "Update" to save the changes.
Share a Community table view
Click "Table views" and find the view you want to share.
Click the share button.
Select the team or user you want to share the view with.
Click "Share" to confirm.
Delete a Community table view
Click "Table Views" and find the view you want to delete.
Click the delete icon.
Click "Delete" again to confirm.