How to track creator progress in a campaign

Every creator in a campaign has a stage. Move them through the stages to see where each deal stands.

The stages

Campaigns start with seven stages: Shortlisted, Prospecting, Negotiation, Onboarded, Content Review, Content Scheduled, and Live.

Change a creator's stage

1. Open the campaign and click Participants.
2. Click the status badge next to a creator.
3. Pick the new stage.

See the whole pipeline

Click the Progress tab. Each stage is a column. The percentage next to each stage shows what share of your creators are in it.

Change the stages

1. Click the campaign's Settings tab.
2. Click Kanban columns.
3. Drag stages to reorder them.

Set where new creators land

Under Settings > Workflow defaults, pick the default stage for new creators and the list they are stored in.