I. Overview of the status column
The Status column in the Community tableview 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?
II. How to display the status column in your tableview
The Status column is added to your Community tableview by default. If it has been removed, follow these steps to re-add it:
Open the Manage Fields box.
Navigate to the Activities category.
Select the Status box to display the column.
III. Types of statuses
1. Automated statuses
These statuses are applied automatically based on specific actions or events:
Lead: Default status assigned when a creator is first added to your Community.
Contacted: Automatically triggered when anyone on your team sends an email to the creator (includes one-on-one emails and Campaign mailings).
Engaged (Exclusive to Campaign users): Automatically triggered when:
A creator applies to your campaign via the application form.
You manually approve an influencer in the Campaign tableview (moved to Status: Influencer Approved).
You skip the Influencer Approved step in a campaign.
2. Manual statuses
Created and assigned by you.
Priority over automated statuses: Once assigned, a manual status will not change automatically. You must manually update or change the status as needed.
IV. Customizing and managing statuses
Customizing the Status icon:
Click the dropdown arrow next to a status.
Select Edit next to the icon of the status you’d like to change.
Choose a new color and icon for the status.
Click Save to apply your changes.
Creating new manual statuses
Click the dropdown arrow next to a status.
Select "+ New status".
Enter a name, colour, and icon for the status.
Click Create Status to save.
Editing or removing manual statuses
Hover over a manual status, click "Edit" button to rename or change the icon, or click "Delete" button to remove it.
Note: Deleting a manual status will reassign affected creators to the relevant automated status.
Manually assigning or modifying statuses
Click the dropdown arrow next to a creator’s status.
Select the desired status.
Click anywhere else in the tableview to apply the change.
Coming soon: Bulk editing of statuses for faster updates.
Filtering by statuses
Navigate to the Status column.
Click the Filter icon.
Choose the status you want to filter by.
Click elsewhere on the tableview to apply the filter.
This will display all creators with the selected 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.