Each workflow stage within a campaign represents an action that needs to be taken by either the influencer or the marketer before the influencer can continue to the next stage of the workflow.

Together, these stages represent all the actions that need to be taken for the influencer to successfully complete your campaign objectives.

In this article:

• Default Workflow Stages
• Custom Workflow Stages
• Changing the Workflow in a Live Campaign
• Workflow Phases

Default Workflow Stages

The following stages are included when creating a new Create Content campaign.

During the campaign setup process, decide which workflow stages are applicable to your campaign.

Custom Workflow Stages

You may create custom stages to suit the needs of your particular campaign, adding them to your desired position in the workflow.

Custom stages can be used to trigger messages to send automatically. Promoting influencers out of custom stages must be done manually. Custom stages can only be added while a campaign is in Draft mode.

Like default stages, custom stages are organized into phases. Custom stages take on the phase of the default stage that immediately precedes them. See Workflow Phases for more details.

Changing the Workflow in a Live Campaign

Once a campaign has been set to Live mode and influencers have begun to move through the workflow stages, limited updates can be made to your workflow setup.

Non-required default stages can be disabled in a Live campaign as long as no influencers have been added to the stage.

You cannot disable any stage that has contained any influencers at any point, to preserve their history. If a stage is linked with a message template to deliver automatically, the template must be updated before the stage can be disabled.

Custom workflow stages cannot be added or reordered in Live or Paused campaigns.

Workflow Phases

Workflow stages are grouped into four logical phases to reflect the status of an influencer's participation in the campaign at a high-level.

The workflow phase that an influencer is in is relevant to several campaign functions, including automatic content binding and incentive fulfillment.

• Candidates phase: Influencers have been added to the campaign, but not selected as participants.
• Participants phase: Influencers have opted in and been selected to participate in the campaign.
• Complete phase: Influencers have completed participation.
• Dropped phase: Influencers have been removed from the campaign.

Candidates Phase

When an influencer is in the Candidates phase of the workflow, no content can be bound to their profile and incentives cannot be fulfilled. Influencers who have not opted into your program cannot be promoted past the Candidates phase of any campaign. 

Workflow stages: 

• Candidates: Added to the campaign but not invited.
• Invited: Invited but have not applied.
• Applied: Application submitted but not yet accepted.

Participants Phase

Influencers are considered Participants in a campaign once they're promoted past the Applied stage. If a campaign has disabled the Applied stage, they are considered Participants when they're added to any stage which follows Applied in the default workflow.

All campaign functions such as content binding and incentive fulfillment are fully enabled for influencers in the Participants phase.

Note that influencers are considered Participants in this phase even if their confirmation status is still pending. To read more about influencer confirmation, see Confirming Participation.

Workflow stages: 

• Confirmation: Application accepted but participation pending confirmation by the influencer.
• Pre-Payment through Content Creation: Influencers are actively participating in the campaign, receiving pre-payment, submitting drafts, creating content, etc.

Complete Phase

Influencers are considered to be in the Complete phase once they have fulfilled all deliverables included in the setup of the campaign, which triggers auto-promotion to the next stage after Content Creation. 

All campaign functions such as content binding and incentive fulfillment are fully enabled for influencers in the Complete phase.

If Post Review and/or Post-Payment are enabled, influencers will pass through those stages before they enter the Complete workflow stage, but any stage following Content Creation is in the Complete phase. 

Workflow stages:

• Post Review: All deliverables have been fulfilled but human review is needed.
• Post-Payment: Influencer is ready to be paid. 
• Complete: Influencer has completed all deliverables and received all payments, if applicable.

Dropped Phase

Campaign functions such as content binding and incentive fulfillment are disabled for influencers in the Dropped phase. Influencers can still be messaged or promoted back to any other stage.

Influencers enter the Dropped phase when their campaign applications are rejected, they opt-out of the campaign through the confirmation process, or they are manually moved to the Dropped stage.

If a Dropped influencer attempts to access the campaign’s details through the ICM, they will see a message letting them know the campaign is no longer available. 

No content can be bound from influencers in the Dropped phase. Incentives can still be fulfilled for influencers in the Dropped phase as long as they have not also been removed from your database or unsubscribed. 

Workflow stages:

• Dropped: Influencer has been dropped or opted out of the campaign via the confirmation process.
• Not Eligible: TCM-enabled campaigns only. Influencer is not eligible to join the TCM.

Grouping Custom Workflow Stages

Custom workflow stages take on the phase of whichever default stage immediately precedes them.

Related Articles

• Navigating the Campaigns Section
• Creating a New Campaign
• Implementing the Workflow Webhook