After creating your campaign, the next step is to configure your email automation. This includes configuring key steps and follow-up sequences tailored to the type of campaign you’ve chosen.
Depending on the campaign, there are typically 4-5 preset steps, including:
Inviting influencers
Shipping updates (if applicable)
Draft requests
Publication instructions
Payment (if applicable)
Each step has its own initial email and multiple follow-up emails. While each step comes with a default sequence template based on best practices, you have the flexibility to customize these templates to match your brand’s voice and ensure effective influencer engagement.
This article will guide you through setting up the initial email and its follow-ups for each key step.
Step-by-Step Guide
I. Setting Up Your Email Automation
You can set up your email automation in the Email flows tab located at the top of your campaign page, it is your email hub within a campaign, where you can set and modify all default emails and their sending settings for each step.
On the left sidebar, you’ll see a list of key steps. Select the step you want to work on, and you can start customizing its initial email and follow-up sequences.
Types of emails in each key step
Each key step contains two types of emails:
⓵ Initial Email: Sent when you click the Action button.
⓶ Follow-ups: Sent automatically based on the conditions you set up in the "Condition" box.
⓵ Initial email:
The initial email is connected to the following components::
Box 1️⃣ "SEQUENCE START"
Box 2️⃣ "Click on Button": This button on the campaign dashboard triggers the initial email for that key step.
To configure the initial email:
Click on the Settings button in Box 3️⃣ "Send Email" to open the rule panel on the right side, where you can edit the email details.
You can also click "View and Edit" to customize your email content. For tips, refer to: How to use campaign-specific merge fields to simplify and customize your email outreach
Advanced Warning box
Located at the top of the rule panel, the "Advanced Warning Box" alerts you if your email setup doesn’t align with best practices.
For example, if an {{application_link}} is missing in an application form email, you'll receive a yellow notification.
Note: These alerts are advisory and do not block emails from being sent. The only requirements are that the email has been drafted and includes a subject line.
⓶ Follow-ups
You can set up follow-up emails to be sent automatically if an influencer doesn’t respond within a specific timeframe.
Follow-ups are built using three components: DELAY, CONDITION, and ACTION.
DELAY Box: Set the number of days to wait before sending a follow-up email if the influencer hasn’t responded.
CONDITION Box: Specify the triggers that stop further follow-ups, such as:
The influencer replies to your email.
The influencer takes action in the campaign (e.g., submits an application form or uploads a draft).
You change the influencer's status (e.g., shortlist, reject) on the campaign dashboard.
Note: When any of these conditions are met, follow-ups will stop automatically, saving time and avoiding unnecessary reminders.
To configure follow-ups, click the small gear icon (⚙️) next to the "Delay" option to adjust the settings.
II. Campaign Email Centralized Settings
On the Email Flows page, you can:
Change Outreach Status: Activate or deactivate email sending for the entire campaign.
Sending Settings: Check and set the sender's email address. Note: The sender's email cannot be changed once emails have started sending. If you need to change it, you must restart a new email thread.
Note: The sender's email cannot be changed once your emails have started sending. If a change is necessary, you must start a new email thread.
Campaign Integrations: View the tracking plan linked to your emails. If your campaign doesn't have a tracking plan linked, you can set one up here.
Important note: The tracking plan cannot be changed once emails have been sent. For further assistance, contact our support team via the live chat bot.
Frequently Asked Questions
1. Can I change the discount plan/tracking plan link in my mailing?
You can change the discount offer link in your mailing only if you haven't sent the mailing yet.
If the mailing has already been sent with the discount plan link, it's not possible to alter it. In such cases, you will need to create and send a new mailing with the updated discount offer link.
2. Can I send 2 coupon codes in the same mailing, one for the influencer and one for their followers?
No, in each mailing, you can only connect with one tracking plan, so technically, you need to send 2 different mailings for this use case. However, there's a trick:
When creating a tracking plan, remember the pattern for the extra discount code you want to use, for example, "username+20OFF".
In the email content, use the merge field “username” and then manually add “20OFF” behind it.
For more detailed assistance, feel free to attend our live QA session where our software specialist can demonstrate this for you.
3. Can we set specific dates and times for the mailing to be sent?
Setting specific dates and times for the mailing to be sent is not possible at the moment.
4. Can I change the email sender after creating my campaign?
Yes, you can change the email sender after creating your campaign, but only if you have not yet invited any influencers.