Requesting Creator Self-Reporting

Self-reporting is how creators manually submit content and metrics that can't be collected automatically — for example, when a creator missed the binding hashtag, their account isn't connected, or the content type doesn't support automatic binding (YouTube, Facebook, blog posts, and others).

For a full overview of which content types require self-reporting, see Collecting Campaign Content in Later Influence.

Requests for self-reporting must be sent from inside Later Influence using a message template with the Self-Report Content Link merge tag.

Create a Message Template

1. In Later Influence, open the relevant campaign and select the Setup tab
2. Select Message Templates from the left sidebar
3. Select  + Add New Message Template at the bottom of the page to create a new template
4. Paste the message below into the template body
5. Highlight the words "select here to upload content"
6. Select the merge tag button at the top of the message text box and choose Self-Report Content Link to convert the highlighted text into a personalized upload link

7. Select Save

Use this message as a starting point:

Hi {{first_name}},
For this campaign, we need your help submitting your content and metrics directly. Select here [include a link to the campaign] to upload content, then add the relevant metrics for your content type.
Thanks,
{{your_name}}

Send the Message

Once the template is ready, send it to the relevant creators.

1. In Later Influence, open the campaign and select the Workflow tab
2. Select the creators who need to self-report using their checkboxes
3. Select Message
4. Choose the template from the dropdown, or write a new message and insert the merge tag manually