Upfluence

Run smarter campaigns with AI-powered tools and automated workflows.

Create and run your campaign

How to use the Campaign dashboard for managing influencer campaigns

Understanding the Campaign table view

Your first campaign, decision by decision

Managing your campaign: from first application to first post

Understand Campaign(Workflow)

Use AI‑powered guidance to set up your campaign quickly and confidently

🔥 How to create a campaign using Jaice AI

A step-by-step guide to creating and managing influencer campaigns efficiently

How to create a new Campaign

Step 1: Start a new Campaign

Target and connect with the right creators effortlessly

How to use Upfluence Marketplace for creator outreach

Check the full list of topics available to match creators that fit your brand best.

Marketplace: Brand industry topics list

Target and connect with the right creators effortlessly via Marketplace

Marketplace setup

A step-by-step guide to creating and managing your influencer application form

How to set up the application form for influencers

How to make a brief A-Z

Assign, edit, or delete contracts for your campaigns and track creator submissions

How to add a contract to your Campaign

Protecting the intellectual property and usage rights of both parties

What to put in a contract with your influencers

Free campaign brief templates

Set up an attractive application form to get more creator apply working with you. 

Application form setup

A step-by-step guide to adding and managing product compensation for your campaign.

How to set up product gifting options on the application form

A step-by-step guide to offering flat payments to influencers in your campaign

How to set up the flat payment offer on application form

Track influencer sales and automate commission management directly from your campaign

How to set up and manage affiliate commissions

How can I ensure I have sufficient stock for influencer gifting during a campaign?

How to set up low stock alerts in Shopify

Gifting, Payment, or Both: Set up compensation for your creators.

Compensation setup

Setting up tracking plan and run affiliate campaign

How to set up and track influencer sales with a tracking plan

Setting up targeted discount codes for your influencers

How to create targeted discount codes for specific products or categories

A guide to generating and monitoring click tracking links in Upfluence.

How to track clicks generated by influencers

Edit codes and tracking plans in Upfluence or your e-commerce back-end

How to edit discount codes and tracking plans in Upfluence

Track influencer traffic and conversions with affiliate links

How to monitor both clicks and sales using affiliate links

Adding UTM parameters to your Upfluence links

How to add UTM parameters to your tracking links

Check your shop connection, code format, and tracking settings before you launch

How to view and verify your tracking plan details

Update store-only discount rules in Shopify, WooCommerce, Magento, or BigCommerce

How to edit discount code settings in your e-commerce platform

Configure your tracking plan to apply creator discount codes to subscription purchases, one-time orders, or both

How to track Shopify subscription purchases

Learn how to track Sales & activity and content performance

Performance tracking setup

An overview of Product gifting campaigns and their setup

What is a Product gifting campaign in Upfluence

Get an overview of paid promotion campaigns and their setup

What is a Paid promotion campaign in Upfluence

Get an overview of paid promotion with gifting campaigns and their setup

What is a Paid promotion with gifting campaign in Upfluence

Learn about 3 types of campaign workflows you can set up

The three Campaign types

Learn how to configure initial emails and follow-ups for each key steps in your campaign

How to set up email automation for your Campaign

Learn how to use campaign-specific merge fields to simplify and customize your email outreach

How to optimize your creator campaign with Campaign-specific merge fields

How to share discount code and/or affiliate links with creators

Select the right sender email before launching your campaign to keep outreach threads consistent and avoid disrupting conversations

How to choose your sender email for a campaign

Make your communication effective and simple

Step 2: Set up email flows

Learn about the invitation email in your campaigns

What is the "Send invitation email" step in the Campaign

Learn about the shipping email in your campaign

What is the "Product shipment/sent" step in the Campaign

Learn about the Drafting email in your campaigns

What is the "Drafting/Send draft email" step in the Campaign

Learn about the Publication email in your campaigns

What is the "Publishing/Notify influencer" step in the Campaign

Learn about the payment email in your campaigns

What is the "Payment/Send payment request" step in the Campaign

Inviting creators, Shipping updates, Draft requests, Publication instructions, and Payment

The five key email steps when running your campaign

Invite, send gift to your creators, and collect draft from them

Step 3: Start and run your campaign

Easy methods to import influencers to get your campaign running

How to add influencers to a campaign

Send invitations, follow up automatically, and move creators through each campaign stage

How to invite influencers to join your campaign

Invite your creators

Creating and tracking compensation orders in your e-commerce-integrated Campaigns

How to create and manage influencer gifting orders from Campaign

Notify creators once their gifting products are on the way, then keep the workflow moving

How to send a product shipment email to influencers

Sending multiple product shipments during a campaign

How to send additional products within a campaign

Check, modify and export influencer product choice and shipping address

How to manage product gifting and shipping addresses

Ship products to your creators

Collect content submissions from influencers and manage approvals all in one place

How to request, review, and manage influencer content drafts

What to do when your influencer failed to post/adhere to the guidelines/is not responding

Collect draft from your creators

Learn how to replicate your successful campaigns with all emails and briefs intact

How to duplicate a Campaign

Two simple ways to locate influencers for quick actions

How to quickly find specific influencers during your campaign

Understanding influencer stages and how to use them in your campaign

How to understand each stage/status in Campaign

Quickly spot and check my influencer responses and their submitted campaign drafts

How to check your influencer replies and updates of your campaign

Two easy ways to communicate with your influencers beyond your automated email flows

How to send emails to your creators outside of preset campaign steps

Adjust key-steps and email content based on your campaign needs

How to customise steps while using Campaign app

Ensure the correct hyperlink is set up and easily resend the application link to influencers

How to troubleshoot (and resend) your application link

Learn which Campaign settings are flexible and which are locked after creation

What Campaign settings can you modify after creation

Steps to transfer communication and keep your influencer campaign on track

How to change or reconnect the sender email on a campaign

Seven things to verify before launching your campaign on Marketplace or through cold outreach

Your Upfluence Campaign Pre-Launch Checklist

Campaign usage pro tips

Monitor campaign sales result and manage conversions

How to track and manage campaign sales result using the Performance tab

Set up keyword tracking in your campaign and monitor post performance across platforms in one place

How to track creator posts with the Content tab in Campaign

Save influencer drafts and campaign content with ease

How to download Campaign media

Use a single influencer code to monitor conversions across different markets

How to track sales across multiple e-commerce shops with one global code

Set up personal-use discount codes for influencers that aren’t meant to be shared with their audience

How to create and share one-time use discount codes with influencers

How to use the Sales Reporting dashboard

Manage your campaign payment and performance

Step 4: Track campaign performance

Send a payment request to your creators so they can claim their earnings and submit the required documents

How to create a fixed payment request to Creators

Track creator sales performance, validate commission amounts, and send payment requests in a few clicks

How to check and validate sales commissions

Issue bonus payments or commission payouts to creators at any point during your campaign

How to pay influencers multiple times per campaign (Extra payments)

Resolve payment request issues and reassign links correctly

Why can't the influencer access their payment request & how to fix it

Step 5: Process creator payments

New Features

Influencer Marketing Resources

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footer last edit 3/24/25

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Build your first workflow and watch it run end to end.

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A quick lap of the product so you know where everything lives.

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