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.
Message templates are created for and edited within each campaign and can be sent to influencers at any stage of the campaign workflow.
Customize message templates:
- From the Message Templates sub-tab within the Setup tab of your campaign, click the pencil icon aligned to the message template you would like to edit.
- 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.
- (Optional) If you would like to give influencers the option to unsubscribe from your emails, toggle on the Unsubscribe option on to provide influencers with a link to do so.
- Click Save.
Add new message templates:
- Click the + icon in the bottom right corner of the Message Templates section.
- 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.
- Click Save.
Schedule message templates to send automatically based on workflow status:
- 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.
- Choose Automatic: Stage Entry as your delivery method.
- Click the additional dropdown that appears to choose the status at which you would like influencers to receive the message template.
- Click Save.
Schedule message templates to send automatically based on date:
- 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.
- Choose Automatic: Date Based as your delivery method.
- Select the trigger to send the message, either scheduled around the Due Date or Draft Due Date or a Specific Date.
- 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.
- Click Save.
Due dates are set at the campaign level in the Influencer Requirements section of Campaign Setup, but they can also be customized for individual influencers. Merge tags will populate based on each influencer's specific due date.
Date-based message templates are sent no earlier than 7 am Eastern time on the morning they are scheduled. The exact timing depends on the number of other messages in the queue but is typically between 7-8 am.
Send message templates manually:
- Navigate to the Workflow tab of the relevant campaign.
- Use the checkboxes to select the influencer(s) you wish to send a template message.
- Click Send Message.
- Click the Template field to open the menu of available templates and select the template you wish to send.
- Review the template and make any desired edits. Edits will apply when the message is sent, but will not be saved in Campaign Setup.
- Click Send.
Exclude past recipients:
When sending a message template manually, the "Exclude Past Recipients" option is enabled by default, to prevent accidentally sending a template to the same influencer multiple times.
If you wish to send a message template more than once, un-check the "Exclude Past Recipients" checkbox when sending a template manually.
Message templates configured to send automatically always exclude past recipients by default. If you wish to send a message template multiple times automatically, create a copy of the template.
Photos and attachments:
Photos can be inserted into Message Templates by clicking the photo icon and uploading a file or inserting an image URL. File attachments are not supported in Message Templates, but they can be included in new messages or replies.