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Understanding the Campaign dashboard
Understanding the Campaign dashboard

How to use the Campaign dashboard for managing influencer campaigns

Updated over a month ago

The Campaign Dashboard is your go-to tool for running influencer campaigns from start to finish. This article provides a general overview of how you can use it to simplify tasks and track progress.

What You Can Do with the Campaign Dashboard

The dashboard streamlines your influencer campaign management by allowing you to:

  • Set up payment (flat fees and commissions) for influencers

  • Send invitations

  • Arrange product shipments and inform influencers

  • Review influencer drafts

  • Approve publications

  • Monitor content and sales performance

  • Manage influencer payments

Campaign Dashboard Overview

1. Campaign Progress Summary

Track the key stages of your campaign with this summary, including:

Note: You may not see all of these status in your campaign, it differs depending on what kind of campaign you are running.

2. Search Bar

Easily search for a specific influencer involved in the campaign.

3. Influencer Table

This table gives an overview of the influencers and their status. Key columns to display include:

  1. Profile Name: See all influencers in the campaign

  2. Status: Shows each influencer's status in the campaign. You can skip emails to specific influencers if needed.

  3. Action: Click action buttons to move influencers through key stages by triggering preset email flows.

  4. Your Offer: Displays the flat payment offer you set for the influencer, visible in their application form.

  5. Influencer Price: The price set by influencers if they counter your initial offer through their application form. This happens when the influencer doesn't accept your original offer, initiating the negotiation process (1v1 email).

  6. Product Gifting: View influencers' product selections. If using our E-commerce integration (Shopify, WooCommerce, Magento, BigCommerce), you can create gifting orders directly. You can also edit selections before finalizing the order.

  7. Shipping Address: Collected via the application form, this is used for product gifting orders. You can also edit the address before creating an order.

  8. Commission: Displays the affiliate commission rate you set for the influencer.

  9. Discount Code: Each influencer's unique discount code for the campaign.

  10. Affiliate link: Shows the influencer's unique affiliate link (available for Shopify, AST and Amazon campaigns).

Note: These fields are designed to be used across all three types of campaigns. If certain columns are not relevant to your campaign, you can hide them by going to "Manage Fields" and unticking the unnecessary columns for better organization. For example, if your campaign doesn’t use affiliate links or codes, you can hide those fields.

To display and manage the columns:

  1. Manage Fields Button: Customize the dashboard by selecting which fields to show or hide for better organization.

  2. Filter Icon: Use this to sort or filter columns to display specific groups of influencers based on your needs.

  3. Reset Filters Button: Clears any filters or views you applied, which is helpful when starting a new search within the campaign.

4. Bulk Action Buttons

Pick influencers profiles, you will see a list of bulk action buttons, such as:

  1. Invite: Send invitation emails to all selected influencers.

  2. Email: Start a new email thread with selected influencers.

  3. Create Payments: Set up bulk payments or commissions.

  4. Set Offers: Assign flat payments or commission rates in bulk.

  5. New Extra Order: Arrange extra product gifting.

Additional options can be accessed via the "..." button:

  1. Add Tracking Links: Add click tracking links in bulk.

  2. Add to: Move selected influencers to another campaign or list.

  3. Campaign Data: Export campaign-related data, such as influencer name, pricing, promo code, shipping address, and product selections.

  4. Export Selection: Download a list of selected influencer profiles.

5. Campaign Dropdown List

Use the dropdown to easily switch between active campaigns. You can:

  1. Duplicate a current campaign for future use.

  2. Archive unneeded campaigns.

  3. Share campaign visibility with your team.

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