In this Article:
The campaign workflow can be customized for each campaign to match your specific process. You can enable or disable default stages and create custom stages to fit steps that the defaults don't cover.
Customize the Workflow in a Draft Campaign
- In Later Influence, open your campaign and select the Setup tab.
- Select Workflow Stages from the left sidebar.
- The workflow displays as an editable list.
To enable or disable default stages, select the toggle next to each stage.
To add a custom stage, scroll to the Add Custom Workflow Stage field at the bottom of the list, enter a name, and select Add.
To move a custom stage, select the dot grid icon next to the stage and drag it up or down.
To rename a custom stage, select the pencil icon next to the stage, enter the new name, and press Enter.
To delete a custom stage, select the trash icon next to the stage.
Customize the Workflow in a Live or Paused Campaign
Once a campaign is Live, editing is limited to protect a consistent creator experience.
What you can still do:
- Enable default stages that were previously disabled
- Disable non-required default stages that have no creators in them
- Disable or re-enable custom stages that have no creators in them (using the eye icon)
What you can no longer do:
- Add, rename, or move custom stages
- Disable any stage that a creator has already entered
Required stages are indicated by a lock icon.
Custom Workflow Stages
Custom stages let you add steps beyond the 12 defaults — for example, Product Shipped, Legal Review, Brand Feedback, or Event Check-In.
How custom stages work:
- Creators must always be promoted manually out of custom stages. There are no automatic triggers.
- Custom stages can trigger message templates, just like default stages.
- A custom stage inherits the phase of the stage immediately before it. For example, a stage added after Applied belongs to the Candidates phase.
Use cases:
- Product Shipped: Track when product has been sent to creators before they start posting.
- Legal Review: Add a compliance step for contracts or draft review.
- Brand Feedback: Give internal stakeholders time to review content before final approval.
- Event Participation: Track which creators attended a live brand event.