When you set up a new project or go to edit one of your existing ones, you'll meet the campaign set-up wizard which will help you quickly define everything you need for your campaign.
If you're not running a campaign with this project (eg you're setting up a list of influencers to just watch and monitor), you can just click next on each screen to continue to set up this list. Otherwise, toggling on “More details” means you can set up your campaign dates, hashtags and brand mentions to be tracked, and total budget.
On the next step, you can define your asks of the influencers in your campaign by toggling on “Add a workflow”. Which platforms(s) will they create content on, what sorts of posts, and how many? In this example, I'm asking for a YouTube video, and an Instagram post from each influencer.
On the final step, choose whether you’d like to make your campaign visible to anyone in your account, or if you’d like to keep it private and only invite certain team members. This means your spend data per influencer will be kept private too.
You can now easily add in the influencers for your campaign by bulk uploading their handles, or by searching for new influencers from Traackr’s Discovery and selecting them.
Start your campaign!
Once you’ve vetted your influencer profiles, and decided on who you’d like to move forward with, switch to ‘Table view’ to start defining your influencers’ deliverables and recommended costs.
(For more on recommended costs and using the influencer budget calculator, have a look at this help post here.)
To confirm influencer costs, add them into "Agreed fee" on their profile and save, at which point the cost will turn blue in the table view to show it's been confirmed.
You can now start to move influencers through the various stages of your campaign. Simply tick the influencers you want and ‘Select step’ to move them along.
In this example, I’m taking the top four influencers on my list in to the budgeting phase of my campaign.
Organic campaigns and product sends
It may be that you also have an organic element to your campaign, or maybe you’re working entirely with just product sends. In this case, you can bypass the contracting step, and manage all the influencers who’ve been sent your products in the ‘Product Send’ stage. You can track the product cost in ‘Other fees’ on an influencer's profile if needed.
In this example, I’m still budgeting with four influencers, but have moved on to contracting with another four. I’m still talking to eight, and have left 14 in review who we may come back to.
You’ll see I’m also doing an organic product send to 20 influencers here. Any colleagues who come to view your campaign can now understand who's at which stage, and what the next steps are for each influencer in the campaign.
You can move influencers to the ‘Fulfilment’ stage once they've started posting the deliverables you asked.
The table view will automatically show how many posts out of the number you've asked for that the influencers have produced mentioning your brand and hashtags under the 'Posts' column.
Read more now about how the influencer budget calculator works here.