How to Use the Relationship Management Features?
Recently, we launched our Relationship Management features based on our customer feedback, and here is how you can use them for your next influencer marketing campaign:
Start by clicking on the “My List” option at the navigation bar of your impulze.ai dashboard. You can see your “Influencer Lists”.
Now, click “View Details” of any profile and you can see the details like their name, contact info, other social media handles, added lists, and so on. You can also manage the influencer data by attaching media and adding more attributes to make the campaign organized.
Let us learn how some of these features work:
- Adding Categories and Properties
Click on “Add Details” in the top right corner.
You can see this pop-up. Here, you can add new categories to store relevant information for this specific profile.
When you click “Add Details,” a new tab will appear where you can create new categories and add attributes.
Now, click on the “Create Category” button, and you will see the following.
For instance, let’s say we create a category “Pricing” to maintain how much an influence is charged and click “Save Category”.
It gets added to the list:
Now, it’s time to add the properties. Click on “Properties” and Click on “Create Property”
You need to add “Property Name”, and “Type” to determine if it’s a link, text, or number from the dropdown menu. Then finally, select the Category, which in this case is “Pricing”. Select “Save Property”
Now go back to the influencer profile and you can see the new category added to the page.
Now, All you need to do is click on “Add Details” again and add the pricing for the influencer. Similarly, you can add different categories and track details for influencers.
- Uploading Links and Attachments
Open any Influencer’s profile dashboard from “My List”. You can see three options in the middle: Overview, Media, and Attachments.
Click on “Attachments”. Here, you can add any files related to this influencer’s campaign or post by either uploading it from your computer or just dragging and dropping it.
Similarly, you can also add links related to the influencer. It can be a sponsored post, a story, or anything.
You can also add several links with the names for clarity.
- Adding Coupon Codes
To add the coupon code, go to the influencer dashboard and click on “Add Details” on the top right corner.
Add the coupon code specific for the influencer. Here, we have used “IMPULZE25”. And click on “Add Coupon”.
Now you can see the coupon on the right side.
- Adding Custom Activity
Open any Influencer’s profile dashboard from “My List”. You can see the “Activity” section in the “Overview” category. This is where you can see all the activities related to the profile whether it is around adding new categories or properties. Plus, you can add activities on your own to track the influencer relationship.
For example, let’s say you contacted them, and they accepted your pitch. It will show the time and date so you have a clear timeline.
You can also add other activities and see the thread on the dashboard.
There is also an option to delete any activity you want to remove. Just click on the Delete icon and remove the activity from the timeline.
