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Campaign Management Tool (Workflow) -Quick FAQ
Campaign Management Tool (Workflow) -Quick FAQ
Updated over 3 months ago

How does the number on the top of the campaign dashboard work?

The numbers on the top of the workflow dashboard indicate the count of influencers at various stages of the campaign process:

  • Invited: Reflects the number of influencers you have invited.

  • Shortlisted: Shows how many influencers have been shortlisted by you.

  • Drafted: Indicates the number of influencers you have requested to upload a draft of their content.

  • Published: Represents the number of influencers who have received your publication email.

  • Paid: Displays the number of influencers who have received your payment email.

What is the difference between Affiliate links and tracking links?

  • Tracking Links: These are used to drive traffic to a website and monitor the number of visitors or clicks generated by an influencer. They help in tracking the reach and engagement of a campaign.

  • Affiliate Links: These are designed to track the number of sales generated by an influencer. Affiliate links can be associated with a discount offer to incentivize purchases.

Upfluence AST affiliate links are not tied to discount codes, allowing for more flexibility in how they are used.

Can I add the same tracking plan to different campaigns?

Yes, you can add the same tracking plan to different campaigns, but it is not recommended due to potential issues with tracking sales and calculating commissions.

For instance, if an influencer participates in two different campaigns that both use the same tracking plan, the system will record sales for both campaigns simultaneously. This poses a risk of paying the influencer twice for the same sales.

I added a tracking link to my workflow settings but the link is not generated on influencer profiles, why?

If you add a tracking link in the workflow settings, it is not retroactive. This means that the tracking link will only be added to new profiles that are added to your campaign after the tracking link was implemented.

Why can't I upload my PDF on my brief? What is the brief size limit?

The issue with uploading your PDF to the brief may be due to the file size exceeding the limit. The maximum file size allowed for uploads is 10MB. This limit is in place because larger files are not supported by iPhones, which are the main devices used by influencers.

Uploading files larger than this limit can lead to technical issues, such as influencers being unable to register for a campaign because the page keeps reloading.

Why can't I create an order for my creator?

There could be several reasons why you are unable to create an order for your creator:

  • There is not enough stock in the store.

  • The product has been deleted from the store.

  • Your e-commerce shop has been disconnected.

  • The products weren't imported from the shop but were added manually.

If none of these reasons apply to your situation, it's recommended to talk to a person for further assistance.

Why is the payment link not available on the influencer side panel?

The payment link becomes available on the influencer's side panel only after you confirm that the influencer has published their content. This action also enables you to send the payment email to the influencer.

How do I pay influencers through Upfluence?

In Upfluence, you have three primary methods to pay influencers for their work:

  1. Upfluence Pay (based on Stripe): Allows for direct payments within the platform.

  2. PayPal Integration: Enables payment to influencers directly through Upfluence using PayPal.

  3. Wire Transfer: Payments via wire transfer will need to be conducted externally from Upfluence.

Can influencers/agencies create an account without connecting social media?

Yes, when logging in, influencers or agencies have the option to "Skip for now" for the part that requests connecting their social media accounts. This allows them to create an account without linking social media immediately.

Why are random letters added at the end of generated discount codes?

Random letters are added at the end of generated discount codes to avoid duplication if an influencer already has a code in your e-commerce store. This is to ensure accurate sales tracking, as our system uses the discount code for this purpose. If the same code were used twice, the system wouldn't be able to track sales correctly.

To use the same code for your influencer, you should first modify the existing code to something different. Then, for your current campaign, you can edit the code by clicking on the edit bubble next to the discount code in each campaign's dashboard.

What should I do if a discount code didn't generate?

If a discount code didn't generate, the issue might be due to missing variable information in the influencer's profile, such as Username, First Name, or Last Name. Here are steps to resolve this:

  1. Add the missing information (Username, First Name, or Last Name) to the influencer's profile.

  2. Click on "retry" to generate the discount code.

For variables related to social media, follow these steps:

  1. Add the missing social media information using a .csv file.

  2. Once the social media is added, click on "retry" to attempt generating the discount code again.

For more detailed guidance on adding social media or merging influencer profiles, visit the FAQ: https://help.upfluence.co/en/articles/4234752-how-to-merge-influencer-profiles-or-add-more-social-media-accounts-to-a-profile.

If the issue persists and you believe the missing information is not the problem, contact our support through the Live Chat Bot and provide a screenshot of the discount code that failed to generate, as well as a url to the campaign you are referring to, our team will look into it and get back to you at the earliest possibility 🙂 .

If an influencer releases a promo code and gets sales from different countries, how would it show in Upfluence?

Orders are not tracked or filtered based on the country of origin. Every single order completed through a generated coupon code will be tracked and included in the conversion table without differentiation by country.

I'm using my Shopify integration to track sales but I don't want to offer a discount, can I make a discount plan with a value of zero?

If you're using the Shopify integration to track sales but don't want to offer a discount, it's recommended to use the Upfluence Agnostic Sales Tracking service instead.

This service allows for sales tracking without the necessity of offering discounts. For more information, you can refer to the article on Upfluence's help center: Upfluence sales tracking for any Website | Upfluence Help Center .

Can you ensure that a discount code doesn’t end up on a third-party website?

Unfortunately, it's not possible to prevent a discount code from ending up on a third-party website, as controlling people's behavior is beyond our capability.

One solution to consider is using the Upfluence Agnostic Tracking (AST) system, which strictly tracks the sales of those who clicked through your links, offering a more controlled tracking environment.

Can I sync products for a gifting campaign via Shopify if the product is hidden?

Yes, you can sync products for a gifting campaign via Shopify even if the product is hidden.

Is there a max capacity of products that can be available as gifts for influencers in one campaign?

No, there is no maximum capacity for the number of products that can be available as gifts for influencers in one campaign.

However, you are limited to adding 10 products for each import. You can repeat the import process as many times as needed.

Is it possible to work with an influencer for multiple campaigns and have the influencer keep their same discount code/affiliate links?

To avoid tracking issues, there needs to be one unique code per campaign, even if it's for the same influencer.

Do you continue to track sales on archived campaigns?

Yes, we continue to track sales on archived campaigns.

Are refunded sales counted towards the influencers' commission when I use Upfluence tracking sales?

No, refunded sales are not counted towards the influencers' commission. Once a sale is refunded, its status is updated to "refunded," and its value in the sales tracking is changed to $0.00, generating no commission.

Can the application form be sent to my influencers in different languages?

No, the application form cannot be sent in different languages at this time. However, the application rate has not been impacted for clients from different parts of the world.

Is there a way to bulk shortlist profiles in the campaign tab?

No, there is no way to bulk shortlist profiles in the campaign tab at the moment.

Is there a way to re-add the coding for discount codes/affiliate links to the publication instructions once they've been deleted?

Yes, there is a "Reset to default" option right next to the "Save" button that will allow you to re-add the coding for discount codes/affiliate links to the publication instructions.

Are the URL links (affiliate links, tracked links) created on Upfluence valid permanently?

The validity of URL links (affiliate links, tracked links) created on Upfluence depends on the tracking plan set up, particularly if a time limit was set for your discount during campaign creation.

Can an influencer select a product that is out of stock?

Yes, an influencer can still select a product that is out of stock because the API does not provide access to your product's stock levels. If an out-of-stock product is selected, the stock level will go into the negative.

How long does it take for sales to be reflected in Upfluence?

Sales are reflected in Upfluence almost instantaneously.

How can I know if an order is created through Upfluence for my influencers on Shopify and WooCommerce?

Orders created through Upfluence for your influencers on Shopify and WooCommerce are tagged as "upfluence-creator-compensation".

When I save creators' drafts from the side panel, is the picture quality compressed?

No, when you save creators' drafts from the side panel, the picture quality remains the same.

Is there a notification for Shopify in Upfluence when an order has arrived to the influencer?

No, there isn't a notification in Upfluence for Shopify orders when they have arrived at the influencer's location.

Is adding a contract to a campaign retroactive for influencers who have already applied?

No, adding a contract to a campaign is not retroactive. Only new applicants will be required to fill in the contract to apply.

If I update the "Invoice address" in a campaign, will this update to the links I already sent?

Yes, updating the invoice address manually will update the invoice address in the payment request links, affecting both new ones and those already created in the campaign.

How are clicks tracked in a campaign?

Clicks in a campaign can be tracked using Upfluence's own bitly-equivalent service to shorten links, which allows for direct tracking. Alternatively, UTMs (Urchin Tracking Modules) can be used, enabling the clicks to be seen directly in Google Analytics.

How does sales data convert to a single currency in the sales generated on the homepage and how does the conversion work?

The conversion to a single currency for sales data on the homepage is based on the default currency setting in your account. You can set this currency in your account settings.

I deleted a draft from a creator by mistake. Is there a way to recover it?

Unfortunately, there is no way to recover a deleted draft from a creator. You would need to send an email to the influencer and request the draft again.

Is it possible to make the same discount code for one influencer in different Shopify Shops?

Yes, if they are entirely different shops, meaning different integrations, it is possible to use the same discount code for one influencer across these shops. However, if it concerns the same integration, there's no need to create more than one code.

Can I manually modify any unwanted order that has been generated through a discount code on Upfluence?

Yes, you can manually deny individual conversions in the workflow performance tab, which will also exclude the influencer conversion.

Can we create the same discount code, and give the exact same code to various influencers in the same campaign? Can Upfluence distinguish between each different influencer to track their individual sales if the code with the same pattern is used?

No, Upfluence cannot distinguish between different influencers if they all use the exact same discount code. Each creator should have their own unique code attributed to them individually to accurately track their individual sales.

Can we generate unique codes per influencers for one campaign to promote product A, and then create the exact same code pattern for another campaign to promote Product B, for example? Would Upfluence distinguish the codes per campaign?

Using the same tracking plan and code pattern for multiple campaigns is technically possible, but it's advised against because it can cause complications with tracking sales and managing payments. It's better to generate unique codes for each campaign to ensure clarity and accuracy in tracking.

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