The process of setting up a campaign includes the following steps:
Message templates
You can see and edit the "Invitation" and "Draft request" templates that are included by default in Campaigns. You can also add and personalize more custom templates in Messaging.
Contracts
Two types of contracts are currently supported in campaigns:
Standard click-to-accept contracts – When an influencer accepts a proposal, their details are automatically inserted into the contract.
Custom contracts – These contracts can be uploaded and personalized in Settings. All contracts generated will be available in the Contracts tab in Settings.
To generate custom contracts, follow these steps:
Choose a campaign from your list of campaigns > [cogwheel icon] > Contracts.
Upload a PDF version of your contract.
Personalize your contract with customizable fields:
First name
Last name
Budget
Payment terms
Click "Export" and edit the template as necessary.
When creating an influencer proposal, choose the "Custom contract" option. Influencer details will be inserted into the contract.
All personalized contracts will be available in the Contracts tab in Settings. Copy the contract link and send it to the influencer via email or any other messaging application.
Settings
The Settings menu is organized into tabs, each covering a different area of your campaign configuration: Main settings, Message templates, Content tracking, Campaign briefs, Contracts, Drafts, Sales & activity tracking, and Compensation. To modify the general details of your campaign, go to the Main settings tab. Here you can:
Campaign name — edit the campaign name here or directly from the campaign dashboard.
Campaign labels — assign labels to help organize and filter your campaigns.
Currency — choose the currency to display in proposals, contracts, and reporting.
Make campaign private — enable this toggle to keep the campaign hidden from your team.
You can also permanently remove a campaign from this tab using the Delete this campaign option.