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    Overview of Later Influence’s Campaign Workflow Stages & Logic

    Georgia
    • Updated

    In this Article:

    The campaign workflow is the backbone of campaign management in Later Influence. It organizes creators into stages that represent where they are in the collaboration process — from first contact all the way to campaign completion.

    By moving creators through workflow stages, you can:

    • Track campaign progress at a glance
    • Manage communication and approvals in one place
    • Automate repetitive tasks like reminders and payments

    Workflow stages and phases

    The default workflow includes 12 potential stages that cover the entire campaign journey. You can enable or disable stages as needed, or add custom stages for unique processes.

    Workflow stages diagram

    Important:

    • Keep it simple – disable stages you won’t use to streamline campaign management.
    • Content Creation, Complete, and Dropped are always required stages. All other stages are optional.
    • Creators move between stages either manually (when you review and promote them) or automatically (when they complete tasks or conditions are met).

    Candidates phase

    Creators in this phase have been added to a campaign but not yet selected to participate.

    Note: Invited + Applied stages must be enabled for campaigns that you’re opening for applications or when you’re sharing the campaign application link.
    Workflow Stage Definition When to use Stage resources
    Candidates Creators you’ve added but not yet invited Use when you want to review a pool of potential creators before inviting them Adding Influencers to Your Campaign
    Invited Creators you’ve invited, waiting for their application

    Use when you’re sending invitations and collecting applications.

    Once the application is submitted → creator is automatically moved to Applied.

    		 Inviting Influencers to Your Campaign
    Applied Creators who submitted applications

    Use when you need to review and curate applicants.

    Note: The Invited & Applied stages are linked and must be enabled or disabled together.

    		 Reviewing Applicants
    Deliverables Creators who need specific content deliverables assigned Use when creators need personalized deliverables before they begin Adding Influencer Deliverables

    Participants phase

    Creators in this phase have confirmed participation and are actively working in the campaign.

    Important: To bind content automatically, the creator must be in one of the following stages.
    Workflow Stage Definition When to use Stage resources
    Confirmation Creators you’ve accepted, waiting for them to confirm participation

    Use when you need commitment before sending product/payment.

    Once participation is confirmed → creator automatically moves out of Confirmation.

    		 Confirming Participation
    Pre payment Creators ready to receive incentives before posting Use when compensating creators before content goes live Incentive Setup
    Draft Creators preparing draft content

    Use if you want to review content before posting.

    Once a draft is submitted → creator automatically enters Draft Review.

    		 Collecting and Reviewing Draft Content
    Draft Review Drafts awaiting your approval

    Use to review and provide feedback.

    Note: Draft & Draft Review stages are linked and must be enabled or disabled together.
    Content Creation Creators actively producing and publishing content

    Required stage.

    Once all deliverables are tracked → creator automatically moves out of Content Creation.

    		 Collecting Campaign Content

    Complete phase

    Creators in this phase have finished all tasks and incentives.

    Workflow Stage Definition When to use Stage Resources
    Post Review Content under final review Use if you want to check live content before payments/closing Collecting Campaign Content
    Post-Payment Creators ready to receive incentives after posting Use when compensating creators after content goes live Incentive Setup
    Complete Creators who have finished all deliverables and received incentives Required stage Campaign Performance Report
    Dropped Creators you don’t want to work with or who opted out Required stage Removing an Influencer from Your Members Database
    Tip: Every campaign is different. You can add custom stages in Draft campaigns to fit your process. Custom stages can trigger message templates, but creators in them must always be manually promoted to the next stage.

    Managing stages

    You can adjust which stages are enabled for a campaign:

    1. Open your campaign in Later Influence.
    2. Go to the Setup tab.
    3. Select Workflow Stages from the sidebar.
    4. Use the checkboxes to enable or disable specific stages as needed.
    5. Recommended:  Review your Message Templates to ensure any automated messages linked to the stages you’ve changed are still relevant.

    Important: 

    • Once your campaign is Live and creators have entered the workflow, changes are limited. 
      • You can only disable workflow stages that have no creators currently in them.
      • For example, if creators are already in the Applied stage, you can’t disable it until all creators have progressed.
    • You cannot add new stages or reorder stages after the campaign has launched.

    Workflow stages setup screenshot

    Communication with Message Templates

    Each workflow stage can be paired with a message template to guide communication:

    • Templates like Invitation, Application Received, Draft Submission, Post Reminder, and Complete align directly with workflow stages.
    • Templates can be:
      • Manual – you choose when to send
      • Automatic – triggered by stage entry or by key dates (e.g., due dates)

    Using message templates ensures creators know what’s expected at every step — while saving you time.

    Best practices

    • Keep it simple – disable stages you won’t use to streamline campaign management
    • Automate where possible – use message templates and payments to save time
    • Stay consistent – align workflows across campaigns to make tracking easier

    Summary of Default Stages & Recommended Message Templates 

    Workflow stage These are influencers...  How do influencers get promoted to the next stage? Is this stage required? Relevant message template Stage resources
    Candidates ...you have added from search You select who to invite and promote them manually Optional — Adding Influencers to Your Campaign
    Invited ...you have invited  Influencers submit application Optional Invitation Inviting Influencers to Your Campaign
    Applied ...that submitted applications You review and accept applicants Optional —

    Campaign Application Flow

    Reviewing Applicants
    Confirmation ...you have accepted Influencers confirm their participation Optional, not recommended to skip Member Accepted Confirming Participation
    Pre-Payment ...that have confirmed participation and are ready to be paid You fulfill pre-payment incentives Optional You're Confirmed Incentive Setup
    Draft ...that need to upload draft content Influencers submit all draft deliverables Optional Draft Submission  Collecting and Reviewing Draft Content
    Draft Review ...that have submitted drafts for review You review and approve drafts Optional Draft Needs Revisions, if applicable
    Content Creation ...that are ready to create content Influencers complete deliverables Required Posting Instructions or Draft Approval, if applicable Collecting Campaign Content
    Post Review ...that have created content to review You review content and approve Optional —
    Post-Payment ...that have met deliverables and are ready to be paid You fulfill post-payment incentives Optional Post Complete Incentive Setup
    Complete ...that have completed all steps n/a Required Post Complete (If Post-Payment is not turned on) Campaign Performance Report
    Dropped ...that have been rejected or
    opted-out

    n/a

    You can move Dropped influencers back to any stage

    		 Default — Removing an Influencer from Your Members Database
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