A key part of running a successful influencer marketing campaign is having the ability to effectively communicate with influencers. Using “Message Templates” helps standardize messaging sent to influencers.
How to Edit Message Templates:
Step 1: From the “Message Template” sub-tab within the “SETUP” Tab of your campaign, click the pencil icon aligned to the “Message Template” you would like to edit.
Step 2: Customize the title, subject, and content of the message template to reflect your campaign details. Use merge tags, links, images, and text to create messaging that is aligned with your brand.
NOTE: Any content in [ ] brackets must be updated manually. Any content in {{ }} brackets indicates a Merge Tag has been added, this content will be auto-populated with the appropriate value at the time the message is sent.
Step 3: If you would like to give influencers the option to unsubscribe from your emails, toggle the “Unsubscribe” option on so influencers will be provided with a link through which to unsubscribe.
Step 4: Click “SAVE”.
How to add new Message Templates:
Step 1: Click the “+” in the bottom right corner of the “Message Templates” section.
Step 2: Enter the title, subject, and content for your message template. Use merge tags, links, images, and text to create messaging that is aligned with your brand.
Note: Any content in [ ] brackets must be updated manually. Any content in {{ }} brackets indicates a Merge Tag has been added, this content will be auto-populated with the appropriate value at the time the message is sent.
Step 3: If you would like to give influencers the option to unsubscribe from your emails, toggle the “Unsubscribe” option on so influencers will be provided with a link through which to unsubscribe.
Step 4: Click “SAVE”.
How to schedule Message Templates based on Workflow Status:
Step 1: From the “Message Template” Sub-Tab within the “SETUP” Tab of your campaign, click the “(edit)” button aligned to the “Message Template” you’d like to schedule.
Step 2: Choose “Automatic: Stage Entry” as your delivery method.
Step 3: Click the additional dropdown that appears to choose the status at which you would like influencers to receive the Message Template.
Step 4: Click “SAVE”.
How to schedule Message Templates based on Date:
Step 1: From the “Message Template” Sub-Tab within the “SETUP” Tab of your campaign, click the “(edit”) button aligned to the “Message Template” you’d like to schedule.
Step 2: Choose “Automatic: Date Based” as your delivery method.
Step 3: Select the “Deliver” drop-down to determine the number of days and select the “Time Frame” dropdown to indicate whether the Message Template should be sent that number of days “Before” or “After” the Due Date.
Note: “Due Date” refers to the Due Date assigned to specific influencers. If you update an influencer’s due date, the notification will send based on that due date, instead of the one listed in the “Influencer Requirements” section.
Step 4: If you would like to limit the Message Template to only be sent to influencers with a certain status, select that status from the “Only send on this status” dropdown. If you would like influencers to receive the Message Template at the date you set, regardless of status, choose “None” from this dropdown.
Step 5: Click “SAVE”.
Message templates are created for and edited within each campaign and can be sent to influencers at any stage of the campaign workflow.