Campaign setup with Campaign Wizard

The Campaign Wizard is a helpful tool that includes campaign presets to help you set up your first campaign in the dashboard. After you've created and titled your new campaign,  you will be prompted by the Campaign Wizard to complete your setup. There are four campaign presets, Paid Social, Product Sampling, Direct Content, and Campaign With Drafts.

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The Paid Social Campaign preset is for campaigns that are solely for social media posts and require influencers to post content to their social channels in exchange for a payment through the platform. This preset enables you to send email invitations and reminders, set deadlines for content, select social content types to be submitted, and setup pricing and payments for each participant.

The Product Sampling Campaign preset is for campaigns where product shipments are required for participants to review prior to posting on their blogs or social channels. This preset enables you to send email invitations and reminders, set deadlines for blog and social content, create a product catalog for participants to select product, require participants to submit mailing addresses, enter tracking numbers for shipments, and setup pricing and payments for each participant.

The Direct Content Campaign preset is for campaigns that only influencers to submit content without publicly posting. Instead, participants can upload media and other content into your dashboard for use as brand assets. This preset enables you to send email invitations, select direct content types to be submitted, and setup pricing and payments for each participant. 

The Campaign With Drafts preset is for campaigns that require all drafted content submitted by influencers to be reviewed prior to publishing on their blog or social channels. Using collaborative draft mode, you and your participants are able review, edit, and add feedback on their content submissions before final app approval. This preset enables you to send email invitations and reminders, select content types to be drafted and submitted, review draft submissions, and setup pricing and payments for each participant. 

After selecting your campaign preset, you can save and continue to start editing your campaign settings. Here you can select your predicted amount of participants, include deliverables (number of posts), include payment type, campaign budget, etc. Be sure to review all available settings and edit based on your campaign before inviting your influencers!

Screen Shot 2020-02-11 at 4.10.35 PMOnce you’ve selected and tweaked all your campaign settings, which you can always go back to edit later, save and continue to edit your campaign Communications. In the Communications tab, there are a total of four (4) templates to complete, as well as a progress bar on top to show your progress through each. You will first be prompted to enter a Campaign Description. Your campaign description should be short, pithy, and should very briefly explain what your campaign is about and what it means to influencers. It will be displayed to participants in the influencer experience and can also be added into your invitation email once you are ready to invite participants.

Screen Shot 2020-02-11 at 4.06.40 PMAfter entering your campaign description, save and continue to start adding any Content Guidelines for your campaign. Content Guidelines vary depending on your selected campaign preset and are one of the first things influencers will see once invited into your campaign. There will already be some general guidelines within the template, however, your guidelines should include anything that is required of influencers, any example posts, and any other instructions related to participating in your campaign.

Once your content guidelines are finalized, save and continue to setup your Invitation Email. This email is the first communication participants will get from you, so make it good! Include a subject line plainly describing your brand and/or product (ex. H2O Furniture Store Wants To Partner With You OR H2O Furniture Store Invites You To Partner On Their Next Campaign). In the invitation text, clearly and briefly explain what the campaign is, what participants will get, and what they'll be asked to do. You can use template tags to automatically inject specific requirements and payment offers. Participants will be able to accept or deny this invitation from the invitation email, make sure to be brief and transparent. You can send Test Emails to yourself to review and make any final edits before continuing or sending to participants.

Screen Shot 2020-02-11 at 4.17.12 PMSave and continue to setup your Invitation Reminders. Participants will receive this email if they don't respond to your invitation after a couple of days. Some participants may not respond right away or possibly open and not respond at all. You should remind them about the campaign and what it involves and point out any deadlines as well. Now you are ready to add users to your campaign! Learn how to invite users to your new campaign here [link to inviting influencers into campaign article].

If you are not ready to add possible participants just yet, you can skip this step for now and move on to the next steps. What’s next? If you haven’t already, invite yourself to the campaign to test the workflow and template content, then make any necessary adjustments. If you have payments enabled, be sure to set individual participant payment amounts before sending invites. Review how to set prices for influencers here: [link to setting up prices article].

Lastly, review the full settings for your campaign to make sure everything looks up to par and aligns with the vision for your campaign. Don't skip this step! You only have one chance to make a first impression.