If you're reading this article, you likely already understand the 5 preset key-steps in your campaign’s email flow. However, depending on your campaign’s specific needs, you might want to adjust or skip certain steps. For example:
If you're offering products only, you might want to skip the Draft request step.
Instead of sharing influencers' discount codes/affiliate links at the Publishing step, you might prefer to send that information earlier, right after the gift is sent.
This article will guide you on how to customize these steps to fit your campaign.
Option 1: Skip unneeded steps
You can skip a step for one creator or several at once.
Skip individually
Click the small arrow in the Status column to move a creator forward without sending the step email.
Skip in bulk
Select the creators you want to move forward.
Click Bulk actions > Move to next step, then select the step you want to skip.
In the popup, toggle Send email to Off.
Click Move creators.
Note that creators can only move one step at a time, you can't jump multiple stages in a single action.
Option 2: Customize key-step email content
Since the key-steps are only recommendations, you can fully customize the email content to meet your needs. For example:
Instead of requesting a draft at the drafting step, you can modify the email to be a content chaser, encouraging your influencers to post.
Rather than using the publication email to share discount codes or affiliate links, you can turn it into a “Thank you” email for influencers who have posted.