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Everything you need to know about Later Influence

    Workflow Automation

    Georgia
    • Updated

    In this Article:

    The campaign workflow supports two types of automation: automatic message delivery and automatic creator promotion between stages. This article covers both.

    Message Template Automation

    Message templates can be set to send automatically when a creator enters a workflow stage, or based on a date. This saves time on manual outreach and keeps communication consistent.

    For step-by-step setup instructions, see Message Templates: How to Keep Creators Informed. For suggested automation configurations by campaign type, see Recommended Workflow Setups.

    Note: Each message template can only send automatically once per creator, even if a creator re-enters the stage. You can send the same template manually as many times as needed.

    Automatic Promotion Between Stages

    Some stages are designed to move creators automatically when a condition is met. Others always require manual promotion.

    Automatic promotions

    Trigger What happens
    Creator submits a campaign application Creator automatically enters Applied
    Creator confirms participation Creator automatically moves to the stage after Confirmation
    Creator opts out of Confirmation Creator automatically moves to Dropped
    All Pre-Payment or Post-Payment incentives fulfilled via Stripe or Tango Card Creator automatically moves to the next stage
    Creator submits all required drafts Creator automatically enters Draft Review
    All required content deliverables are tracked Creator automatically moves out of Content Creation
    Note: Blog post deliverables are an exception — they don't trigger automatic promotion out of Content Creation. Promote creators manually once blog content is confirmed.

    Important:

    • Automation will never move a creator backward. If a creator has already passed a stage when a condition is met, they stay where they are.
    • Custom stages never trigger automatic promotion. Creators in custom stages must always be promoted manually.

    Payment Stage Automation

    When all incentives associated with a payment stage (Pre-Payment or Post-Payment) are fulfilled through Stripe or Tango Card, the creator is automatically promoted to the next stage.

    Incentives fulfilled manually — product shipments, offline cash payments, promo codes, gift cards handled outside the platform — don't trigger auto-promotion. You'll need to promote those creators manually.

    For more detail on incentive fulfillment, see Incentive Fulfillment.

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