The campaign workflow feature is an essential tool to manage influencers throughout your collaborations, containing a list of all the influencers in the campaign, organized into different stages that represent where they are in the collaboration process.
Overview
The workflow can be customized for each campaign to fit the specific goals and process needs of the campaign.
There are 12 default stages that can be enabled and disabled. You can also create custom stages to use alongside the default workflow stages.
Customize the Workflow in a New Campaign
When you create a new campaign, workflow options are displayed in the initial campaign creation process.
The workflow options displayed during campaign creation include additional context about stages that you may wish to enable or disable, alongside a preview of the workflow using your current selections.
Following campaign creation, workflow options remain fully editable while the campaign is in Draft mode. At this point, you can also add and edit custom workflow stages.
Customize workflow options in a Draft campaign:
- Navigate to the campaign.
- Open the Setup tab from the page header.
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Open the Workflow setup page on the left side of the screen. The campaign workflow will be displayed as an editable list.
- To enable or disable default workflow stages: Click the toggle button next to each stage.
- To create custom workflow stages: Scroll past the default stages to the Add Custom Workflow Stage field. Enter a label for the stage and click Add.
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- To move a custom stage: Click the ☰ icon next to the stage and pull it up or down.
- To rename a custom stage: Click the pencil icon next to the stage to edit and enter to save.
- To delete a custom stage: Click the trashcan icon next to the stage.
Customize the Workflow in an Active Campaign
Once a campaign has been set Live, the changes that can be made to the workflow are limited to ensure a consistent experience for influencers.
If any influencer has entered a workflow stage at any point, that stage can no longer be disabled.
Custom stages cannot be created, renamed, or moved once a campaign has been set Live. They can be disabled if no influencers have entered the stage, and re-enabled if desired.
Customize workflow options in a Live or Paused campaign:
- Navigate to the campaign.
- Open the Setup tab from the page header.
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Open the Workflow setup page on the left side of the screen. The campaign workflow will be displayed as a list with some editing features disabled.
- To enable default stages that were previously disabled: Click the toggle button next to the stage.
- To disable non-required default stages: Click the toggle button next to the stage.
- To disable or re-enable custom stages: Click the eye icon next to the stage.
| Required stages are indicated by a lock icon. |
Custom Workflow Stages
In addition to the 12 default stages, you can also create custom stages to suit the needs of your particular campaign and add them to your desired position in the workflow.
Custom stages can only be created in new campaigns, as detailed above.
Custom stages can also be used to trigger message templates to send automatically, just like default stages. Influencers must be promoted past custom stages manually to move through the rest of the workflow. See the article Using Workflow Automation for more detail.
Workflow Automation
Once you've customized the stages included in the workflow, the next step to get the most out of the feature is adding automation, if desired.
Using workflow stages as triggers, you can easily automate tasks like sending messages and preparing payments.
See Using Workflow Automation for step-by-step instructions or Recommended Workflow Configurations for inspiration.
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