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Campaign Management Tool (Workflow) -Quick FAQ
Campaign Management Tool (Workflow) -Quick FAQ
Updated over a week ago

Why don't the sales visible in the IRM match the total sales on the workflow home dashboard?

The total sales generated displayed on the main dashboard include sales made by all influencers, encompassing those who have been deleted from your Influencer Relationship Management (IRM).

This is why the sales figures in the IRM and the workflow home dashboard may not match.

Why can't I duplicate my campaign or create a new campaign?

This issue is likely because you have reached the account protection limit.

To resolve this, please choose to talk to a person in the live chat. One of our support agents will assist you in raising this limit as soon as possible.

Why can't I delete a product from the compensation page?

If the product has already been selected by an influencer, it cannot be deleted from your campaign. However, you can:

  • Change its availability in the Workflow settings under the Compensation tab to make it invisible to other influencers.

  • Delete the influencer who chose the product from your campaign dashboard, which will allow you to delete the product. However, this action is strongly discouraged as it results in the loss of all campaign records associated with that influencer.

Can I use “add product” and “import product” on the same campaign?

No, you cannot use both "add product" and "import product" options on the same campaign simultaneously. Additionally, you cannot switch between these options in the middle of your campaign.

Is there a maximum capacity of products that can be available in one campaign?

No, there is no maximum capacity of products for a campaign. However, each import is limited to 10 products, although you can repeat the import process as many times as needed.

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.

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.

Can I see the sales generated by those influencers who's deleted from my campaign in the performance tab?

No, in the campaign performance tab, you can only see the sales generated by influencers who are currently in your campaign. Sales data from influencers who have been deleted from your campaign will not be visible in the performance tab.

Can I resend the campaign invitation email? How do I send a follow-up email?

No, you cannot resend the original campaign invite email directly. However, you are able to send follow-up emails that incorporate the invitation link.

Here’s the link to the intercom article: Workflow: follow-up email.

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 🙂 .

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