The Influencer Onboarding Form is an ongoing campaign you can use to add creators directly to your My Members database without needing to run a full paid campaign. It's the standard way to bring in creators you're already working with, or to attract new creators who discover your program on their own.

What It Is 

The onboarding form looks and functions like a campaign application, but it's always on. Share the link anywhere — website, social bios, email outreach — and creators who complete it are automatically added to My Members with their social accounts connected and any survey responses stored. The onboarding form serves as the foundation of your creator database.

Set Up the Onboarding Form

1. In Later Influence, open the Influencer Onboarding Form campaign from your Campaigns list
2. Select Setup → Application
3. Upload an application image (800 × 800px, max 20MB, JPG/PNG/TIF)
4. Select the pencil icon to edit the title and description text
5. Add or edit custom survey questions to collect the data you need. Supported question types: multiple choice, checkboxes, and free-form text
6. Set the campaign to Live

Your onboarding form link is available in the Application tab once the campaign is live.

Collecting Creator Information

Every response to your custom questions is stored on the creator's profile in My Members as an influencer property. Properties are reusable across campaigns and manageable under Settings → Influencer Properties.

You can filter by properties in search and lists — for example, find all members who answered "Yes" to "Has used our product before."

Onboarding Your Existing Creators

If you already work with creators, you can invite them to use Later by asking them to complete the onboarding form.

Steps:

1. Customize your onboarding form (see above).
2. Draft a communication to your existing roster explaining the new platform.
3. Include the Onboarding Form URL (found under Setup → Application).
4. Send the communication using the channel you normally use (email, DM, etc.).

This ensures all creators re-opt in, authenticate, and are properly added to your My Members database

Accessing Your Members

Once creators complete the onboarding form, they are visible under Influencers → My Members.

You can filter and search them just like the global Influencer Index, but with the added benefit of custom data from your form.

Common questions

Do creators need a Later Social account?

Yes. Creators authenticate through Later Social to connect their accounts for binding and metrics tracking .

Can I edit the onboarding form after it’s live?

Yes, you can update images, text, and questions at any time. Changes apply to future applicants.

Where do I find the onboarding link?

In the Setup tab → Application section of the Influencer Onboarding Form campaign.

What survey questions should I include?

Add custom questions that align with your program goals:

• Collaboration Interests: “Which channels do you create on? (Instagram, TikTok, YouTube, Blog, Twitch, etc.)”
• Eligibility: “Do you live near a retailer that sells [product]?”
• Rates: “What is your standard rate for an Instagram post + 3 Story frames?”

Should I set up message templates?

Yes. Customize the Application Received template (found in Setup → Message Templates) to confirm each creator’s submission automatically.