The Influencers CRM has many tools and actions to help you manage your business needs with your influencers. Learn some helpful tips in this article to facilitate your influencer management.
In this article:
Navigating your influencers roster
When in the Influencers tool, you will see a roster of all of the influencers you have added for your organization and several options to manage them.
On the right-hand side of the tool, you will see a filters panel to easily filter your roster by several influencer-based and network-based options. At the top of your roster, you will see a search bar to search your influencers by name, display name, or email. In the top left, you will set a Select all checkbox to select influencers in bulk to apply various bulk actions. In the top right, you can view your roster in either Compact View or Detailed View, and use the respective buttons to share or export your influencers, add a new influencer manually, mass email your influencers, or add documents for your influencers.
Influencers limit
Whenever you are in the Influencers tool, you will see your influencers limit available in the top-right corner of Influence’s navigation bar. Clicking on your influencers limit will show you what percentage of your limit is used, and the count of influencers you have remaining to add.
Note:
The influencer profile limit is three profiles for Trial users, 250 profiles for Standard users, and 1000 profiles for Premium users. If you are interested in increasing your influencers limit, please contact your Customer Success Manager for more information.
Searching your influencers
You can easily search across your influencer roster using the search bar and a variety of filters to quickly find influencers you have added to your Influencers roster. The filter options on the left side of the Influencers tool allow you to search based on the influencer’s personal information and platform-level metrics.
Filter options
Under the Filters sidebar, the Influencer drop-down filters allow you to search for overall influencer information like location, age, rates, talent managers, etc. The platform-level filters allow you to search for platform-specific metrics like followers, engagements, impressions, audience demographics, and more. The following tables describe the specific filter options for each section of filters.
Influencer filters
| Filter | Description |
| Tags | Filters by tags added to the influencer’s profile. |
| Country | Select one or more countries to filter by. |
| Age | Filter by a specific age range. |
| Gender | Select between Male, Female, or Other. |
| Cost per post | Minimum to maximum cost per post, for any platform or post type, payable to the influencer. Filter by a specific currency. |
| Group | Filters by the designated influencer group. |
| Talent manager | Filters by the assigned talent manager. |
| Auth status | Filters by a designated auth status on at least one of the influencer’s accounts (e.g. Authorized, To Reauthorize, Not Authorized). |
Note:
Any custom fields also set up by your organization to include in the influencer’s profile will appear as filter options under the Influencer filters dropdown.
YouTube filters
| Filter | Description |
| YouTube CMS status | Filters by YouTube CMS status. |
| Audience geography | Select one or more countries to filter by. |
| Audience age range | Select one or more age ranges to filter by. |
| Audience gender | Filter by Male, Female, or Other. |
| Subscribers | Filters by a subscribers range. |
| Avg. views — Latest video | Filters by a range of the average number of views on the account’s latest videos. Based on views from videos published in the last 365 days that are at least two days old. |
| Auth status | Filters by the authentication status of the influencer’s YouTube channel (e.g. Authorized, to Reauthorize, Not Authorized). |
| Last publishing date | Filters by influencers who have published a video within the selected time period. Select from either any time period, 1 month, 3 months, or 6 months. If the influencer has multiple YouTube channels, their last publishing date will be based on the most recent video posted on any of the connected channels. |
Facebook filters
| Filter | Description |
| Audience geography | Select one or more countries to filter by. |
| Audience age range | Select one or more age ranges to filter by. |
| Audience gender | Filter by Male, Female, or Other. |
| Followers | Filters by a range of page followers. |
| Avg. views — Latest video | Filters by a range of the average number of views on the account’s latest videos. Based on views from videos published in the last 365 days that are at least two days old. |
|
Avg. impressions/new post |
Filters by a range of the average number of impressions per new post. |
| Avg. reach/new post | Filters by a range of the average reach per new post. |
| Auth status | Filters by the authentication status of the influencer’s Facebook Page (e.g. Authorized, to Reauthorize, Not Authorized). |
Instagram filters
| Filter | Description |
| Audience geography | Select one or more countries to filter by. |
| Audience age range | Select one or more age ranges to filter by. |
| Audience gender | Filter by Male, Female, or Other. |
| Followers | Filters by a range of page followers. |
| Avg. views — Latest video | Filters by a range of the average number of views on the account’s latest videos. Based on views from videos published in the last 365 days that are at least two days old. |
|
Avg. impressions/new post |
Filters by a range of the average number of impressions per new post. |
| Avg. reach/new post | Filters by a range of the average reach per new post. |
| Avg. impressions/new story | Filters by a range of the average number of impressions per new story. |
| Avg. reach/new story | Filters by a range of the average reach per new story. |
| Auth status | Filters by the authentication status of the influencer’s Instagram account (e.g. Authorized, to Reauthorize, Not Authorized). |
Twitch filters
| Filter | Description |
| Followers | Filters by a range of page followers. |
| Avg. views — Latest video | Filters by a range of the average number of views on the account’s latest videos. Based on views from videos published in the last 365 days that are at least two days old. |
| Avg. views/new stream | Filters by a range of the average number of views on the account’s latest stream. |
| Games played | Select one or more games to filter by. |
| Streamer language | Select one or more languages to filter by. |
| Auth status | Filters by the authentication status of the influencer’s Twitch account (e.g. Authorized, to Reauthorize, Not Authorized). |
X (Twitter) filters
| Filter | Description |
| Followers | Filters by a range of page followers. |
| Avg. views — Latest video | Filters by a range of the average number of views on the account’s latest videos. Based on views from videos published in the last 365 days that are at least two days old. |
| Avg. impressions/new post | Filters by a range of the average number of impressions per new post. |
| Auth status | Filters by the authentication status of the influencer’s X (Twitter) account (e.g. Authorized, To Reauthorize, Not Authorized). |
TikTok filters
| Filter | Description |
| Followers | Filters by a range of page followers. |
| Avg. views — latest video | Filters by a range of the average number of views on the account’s latest videos. Based on views from videos published in the last 365 days that are at least two days old. |
| Authentication status | Authentication status of an influencer's TikTok account (Authorized, To Reauthorize, Not Authorized). |
Sort options
Use the gear icon in the top-right corner of the Influencers tab to sort for influencers based on different metrics and even customize influencer cards based on desired performance metrics you'd like to review. For example, you can sort your influencers by most or least followers and the system will then display follower accounts on each influencer card so you can quickly scan the information you're looking for.
Search bar options
If you want to find a specific influencer in your dashboard, you can use the search bar at the top of the Influencers tab.
The fields you can use to search for an influencer are:
- Influencer name
- Influencer email, Paypal email
- Account ID (such as YouTube channel ID)
- Influencer ID (listed below the creator's name in the table)
- Tipalti ID
- Social media network page ID, page name
Editing or viewing an influencer's profile
To edit influencers' information, your user account will need to have the Edit Influencers permission enabled by an administrator.
If you have permission to edit an influencer’s profile, first click on their card on the Influencers tab.
Their profile will open, and you'll be able to see a pencil icon appear when you hover your mouse over any of the influencer's information.
To edit that piece of information, click on the pencil icon. The field will then become editable. To save your changes, use the Enter key on your keyboard or click the OK button that appears in edit mode.
Certain sections of the influencer's profile, such as the Payment Details tab, have an edit button at the top of the tab that will make all the fields editable when clicked. In this case, make sure you click the Save button that appears at the top of the tab once you are done editing.
Influencer profile sections
Profile
Includes the influencer’s name, profile picture, and influencer ID. Additional fields may include full name, birthday, gender, currency, email, phone number, Skype name, username, influencer dashboard language, country, state/province, city, postal code, street address, their assigned talent manager and group, and any custom fields included by your organization.
Accounts and data
Lists any accounts connected for the influencer. Clicking into an account gives you Overview metrics, a Posts feed, and Insights charts for the account. You can adjust an account’s application state within the Overview section.
Tip:
Estimated insights, including the influencer’s account, audience, and post insights, will be available for any non-authorized accounts. For more information on what insights are available for influencers, please visit our Influencer Metrics article.
Payment details
Includes payment detail settings such as adding the payment counter on an influencer’s dashboard, putting payments on hold, setting a payment method (e.g. PayPal, check, ACH, or wire transfer), any filling out custom payment fields set by your organization. Also allows you to set revenue shares for your influencer’s YouTube channel and displays a payment history for your influencer.
Post rates
Allows you to add post rates for each social platform. Adding a post rate allows you to specify the talent rate and client rate for the post type and media type.
Campaign history
Shows a history of all of the campaigns associated with the influencer.
Contracts
Displays campaign contracts and account contracts for the influencer. You can send the influencer a new account contract or a renewal contract by clicking the Add New Contract button. You can select the influencer's social accounts you would like to add a new contract for, and then add a new template contract or custom contract. You can also upload an already-signed contract under the custom contract option if it was signed outside the system.
If you select a new template contract, or upload a custom contract and select Send for signature, the influencer will receive an email with the contract when you click Save and they will also be presented with the signature page the next time they log in.
Messages
Shows a log of all messages and campaign messages sent to the influencer.
Documents
Shows the documents that have been uploaded to the influencer’s profile.
Note:
Documents can be uploaded via the Add Documents button on the Influencers tab. See the section below on Uploading Documents for an Influencer to learn more.
Notes
Allows you to and other admins in your organization to add notes to the influencer’s profile. See the section below on Admin Tagging in Notes to learn more.
Changelog
Shows a log of all updates to the influencer’s account from the past 90 days.
Uploading documents for influencers
If you are looking to upload documents such as tax forms or contracts for your influencers, you can do so via the Influencer tab by clicking on the clipboard icon in the top-right of the screen.
The following window will allow you to upload a PDF document.
Note:
You must add the influencer ID number in the beginning of the file name in order to add this document to the correct influencer. You can find the influencer’s ID on their influencer card, or in their influencer profile. Once you have uploaded the document, it will have you confirm that you matched up with the correct influencer or show any errors that may have come up.
Once you click Done, this document will now always be saved within the influencer’s profile, under Documents.
Tagging admins in notes
If you want to notify other team members from an influencer’s profile, you can tag admins in your notes that you leave in the influencer profile’s Notes section. For example, this is helpful if you want to remind them to do something for the influencer, read something important related to the influencer, or ask them a question.
To tag an admin in a note, navigate to the Notes section in an influencer’s profile. Type your note in the text field and use the @ key on your keyboard to tag another admin that has access to the influencer. The system will find the admins available to tag based on what you type after the @ key.
The admin that has been tagged in the note will see a new unread notification on their dashboard next time they log in.
Adding tags to influencers
Tags are custom keywords that you can add to an influencer’s profile to make it easier to categorize and search for an influencer within your roster. For example, your team might use tags to label influencers by a topic, what brands they like or dislike, etc.
You can add tags to an influencer within their profile. To add a tag, open the influencer's profile and look for the Tags text box at the bottom of the Profile section. Then, simply type the tag you would like to add in the text box and press the Enter key. You will see the tag populate in the Tags section, and you can click the X icon next to a tag to remove it. There is no limit on the number of tags that you can add to an influencer.
Once you add a tag to an influencer, you’ll be able to apply the tag as a search filter when searching your influencers roster. You can search for multiple tags at the same time by pressing the Enter key after you type each tag, or checking the checkbox next to a tag when it comes up as a filter. If multiple tags are applied, the search will act as an AND function to find influencers that have all of the tags you searched for.
Deleting influencers
If you no longer need an influencer and want to delete them from your roster, search for the influencer in your roster and click on their card to open their profile. Scroll down to the bottom of the Profile tab (under the Tags box), and click Delete Influencer.
A pop-up window will appear to confirm that you want to delete the influencer. Click Delete to confirm.
Sharing and exporting influencer profiles
You can easily share your influencers profiles with clients and partners outside of Influence using several sharing and export methods.
Sharing your full influencer roster
You can share a live link of your full influencer roster with clients or partners using the Share or Export option in the Influencers tab. In the Influencers tab, click on the Share or Export Influencers (arrow) icon in the upper right, and choose Share influencer roster.
Tip:
If you would like to share select influencers instead of your entire roster, you can use the filter options on the left-hand side of the Influencers tool to pre-filter your influencers list or select multiple influencers by clicking the checkboxes on their influencer cards’ before clicking Share or Export Influencers > Share influencer roster.
The following window will let you customize the roster live link such as the client name, logos and colors, link password and expiration date. You can also choose to show or hide certain information. Once you have finished customizing your link, scroll to the bottom of the window and click Copy Link to share it with clients and partners outside of Influence.
Sharing an individual influencer profile
To share a live link of an individual influencer profile, search for your influencer in the Influencers tab and click into their profile. In the influencer's profile, click the Share influencer profile (arrow) icon in the upper right.
As with sharing your full roster, the following window will let you customize the live link such as the client name, logos and colors, link password and expiration date. You can also choose to show or hide certain information. Once you have finished customizing your link, scroll to the bottom of the window and click Copy Link to share it with clients and partners outside of Influence.
Exporting your influencer roster as a CSV
If you would like to export your roster of influencers to a CSV file, you can do so by clicking the Share or Export Influencers (arrow) icon at the top of the Influencers tab, when selecting Export to CSV.
In the export window, you can select which columns to include in the CSV file before exporting.
Exporting individual influencer profiles as PDF, Powerpoint, or Google Slides
In addition to the live link, you can export and share individual influencer profiles as PDF, Powerpoint, or Google Slides. To export these report types, click the Export Influencer icon in the upper right of the influencer's profile.
The following window will let you customize the export before downloading. Once customized, you can select your export format at the bottom of the window and download the file to your computer.
Bulk actions for managing influencers
Bulk actions in the Influencers tab help you update multiple influencers at once with tags, groups, and more.
In the Influencers tab, first select the desired influencer profiles by clicking the checkbox in the upper left of their profile card. You can select multiple influencers or your entire roster using the Select all checkbox to the left of the Influencers search bar.
Tip:
Use the filters in the left-hand sidebar to first search for the influencers you'd like to update, and then use the Select all checkbox to quickly select this group.
After you have selected your desired influencers, click on the ... (three dots) icon in upper left and then select the bulk action you'd like to take.
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Add Tags: This action allows you to add new or existing tag(s) to the selected influencers.
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Move to Group: This action allows you to move the selected influencers into another group.
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Change Application State: This action allows you to bulk update the selected influencers’ social accounts into another application/onboarding state. For example, you could bulk update the application state on influencers you no longer work with from Completed to Removed.
Note:
This action can only be performed on social accounts that are currently in the Completed state.
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Delete: This action allows you to delete the selected influencers from your Influencers roster.