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How to manage influencer statuses in Upfluence
How to manage influencer statuses in Upfluence

Track and segment influencers based on your interactions

Updated over a week ago

The Status of each Upfluence profile gives you a clear understanding of your creators' status. It helps you segment creators based on your history with them, such as:

  • Are they newly added to the Community?

  • Have they been contacted by you or your colleagues?

  • Are they working with you, or have they collaborated with you on a Campaign?

1. Types of statuses

Type 1: Automated statuses

These statuses are applied automatically based on specific actions or events:

Status name

How it’s assigned

Notes

Lead

Default when a creator is first added to your Community.

Initial status for all new creators.

Contacted

Automatically triggered when any team member sends an email (one-on-one or via a Campaign).

Tracks initial outreach.

Engaged

(Campaign users only)

Automatically triggered when:

  1. A creator applies via the application form.

  2. You manually approve an influencer in the Campaign table.

  3. You skip the Influencer Approved step.

Shows influencers participating in a Campaign.

Type 2: Manual statuses

These are custom statuses that you assign manually. They take priority over automated statuses, meaning they won’t change unless you update them.

2. How to check influencers' status

Option 1: View from the influencer's profile page (side-panel)

  1. Click to open the influencer’s profile (side panel).

  2. Find the status displayed above the location information.

Option 2: View from the Community (IRM) table view

  1. The Status column appears by default in the Community table.

  2. If the column is missing, re-add it:

    1. Open the Manage Fields box.

    2. Go to the Activities category.

    3. Select Status to display the column.

3. Manage influencer statuses

✏️ Changing influencer status

⚠️ Important: If a manual status is assigned, it won’t update automatically. You must change it manually.

Option 1: Change Status in bulk

  1. Select multiple influencers.

  2. Click "..." > Assign status.

  3. Pick a new status.

  4. Click Assign status to save changes.

Option 2: Change Status individually

  • From the influencer profile page:

    1. Open the influencer's profile (side panel).

    2. Click the dropdown button next to the status.

    3. Select the desired status.

    4. Click anywhere outside the dropdown to apply the change.

  • From the Community table view:

    1. Click the dropdown arrow next to an influencer’s status.

    2. Select the new status.

    3. Click anywhere outside the dropdown to apply the change.

🔎 Filtering influencers by status

  1. Navigate to the Status column.

  2. Click the Filter icon.

  3. Choose the status you want to filter by.

  4. Click outside the dropdown to apply the filter.

Now, only influencers with the selected status will be displayed in your table.

4. Customizing statuses

🎨 Customizing the icon for a status

  1. Click the dropdown arrow next to a status.

  2. Select Edit next to the icon of the status you’d like to change.

  3. Choose a new colour and icon for the status.

  4. Click Save to apply your changes.

➕ Creating new manual status

  1. Click the dropdown arrow next to a status.

  2. Select "+ New status".

  3. Enter a name, colour, and icon for the status.

  4. Click Create status to save.

🛠️ Editing or removing a manual status

  1. To edit: Hover over a manual status and click Edit to rename or change the icon.

  2. To delete: Click Delete to remove the status.

Note: Deleting a manual status will reassign affected creators to the relevant automated status.


Frequently asked questions

1. What happens if a creator is deleted and re-added?

We will retrieve and display the latest status assigned to the creator.

2. What happens when switching from manual to automated statuses?

  • Lead: Stays as Lead and updates to Contacted when a new email is sent.

  • Contacted: Stays as Contacted and updates to Engaged upon campaign-related actions explained above.

  • Engaged: Remains as Engaged unless manually updated.

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