| Workflow Stage | These are influencers... | How do influencers move to the next stage? | Is this stage required? | Relevant message template | Stage resources |
|---|---|---|---|---|---|
| Draft | that need to upload draft content | Influencers submit all draft deliverables | Optional | Draft Submission | |
| Draft Review | that have submitted drafts for review | You review and approve drafts | Optional | Draft Neds Revisions, if applicable |
The campaign workflow feature is an essential tool to manage influencers throughout your collaborations.
The default workflow stages span the entire process of collaborating with influencers, from searching for potential candidates to reporting on influencers who have completed the campaign.
Learn more about each one of the default workflow stages in the Workflow Stages section or the workflow overall in the article Campaign Workflow Basics.
This article describes the capabilities and tasks associated with the Draft & Draft Review stages.
In this article:
- Draft & Draft Review stage definition
- When to use the Draft & Draft Review stages
- Stage-specific capabilities and tasks
- Adding influencers to the Draft and Draft Review workflow stages
- Promoting influencers past the Draft and Draft Review workflow stages
- Workflow phase
- Related message templates
- Appearance to influencers
Draft & Draft Review stage definition
The Draft and Draft Review workflow stages are designed to support the draft review process, including draft submission, feedback, and approval.
When to use
Enable the Draft and Draft Review stages when you wish to review drafts and give feedback before influencers post content publicly.
If you don't need to see drafts ahead of posting, skip these stages to streamline the workflow.
The Draft and Draft Review stages are linked, meaning the two stages cannot be disabled or enabled on their own.
Stage-specific capabilities and tasks
The Draft and Draft Review workflow stages are designed to support the draft review process, including draft submission, feedback, and approval. For additional detail and step-by-step instructions, see Collecting and Reviewing Draft Content.
The draft review process is also shareable with stakeholders who don't log in to Later Influence™ (formerly Mavrck) directly. The Shareable Draft Review feature allows you to share influencers in the Draft Review stage with stakeholders, collecting their feedback and votes as well. See Shareable Draft Review Link for additional detail on the available functionality and step-by-step instructions to share links.
Adding influencers to the Draft and Draft Review workflow stages
The way that influencers are added to the Draft stage of the workflow depends on the prior stage.
Influencers are promoted to the Draft Review stage automatically when they submit all required draft content.
Promoting influencers past the Draft and Draft Review workflow stages
Influencers are promoted past the Draft Review stage manually.
After you have approved all of an influencer's draft content, select their profile in the workflow and click the Promote button that appears in the upper-right corner. Note that influencers are not promoted past Draft Review automatically when their content is approved.
Workflow phase
Stages are grouped into phases to reflect the status of influencers in the campaign at a higher-level. The Draft and Draft Review stages are grouped in the Participants phase.
All campaign functions such as content binding and incentive fulfillment are fully enabled for influencers in the Participants phase.
See Comprehensive Workflow Logic for additional detail on workflow phases.
Related message templates
There are several message templates related to the draft review workflow stages.
- Draft Submission
- Draft Needs Revisions
- Draft Approval
- Draft Reminder 1
- Draft Reminder 2
These message templates auto-populate in campaigns when the draft workflow stages are enabled, replacing the Posting Instructions message template which populates in campaigns where the stages are not enabled.
If you wish to send these message templates automatically, we recommend the following setup.
|
Template |
Send Automatically |
|
Draft Submission |
At the Draft stage |
|
Draft Needs Revisions |
Each time a draft is marked "Needs Work" |
|
Draft Approval |
At the Content Creation stage |
|
Draft Reminders 1 & 2 |
Based on date, using the "Days before draft due date" logic Limit to creators in the Draft stage |
Appearance to influencers
In campaigns where the influencer campaign manager (ICM) is enabled, influencers in the Draft and Draft Review workflow stages will see an alert at the top of the page that their next step is to submit draft content or await feedback on their drafts respectively.
The influencer side of the draft review process is also detailed in the influencer-facing article Draft Review.