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Setting Up Message Templates

Updated

Jump to Default Message Templates

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. If a campaign stage is disabled, any message templates associated with that stage will also be hidden from the message template view.

Customize message templates:

  1. 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.
  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.
  3. (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.
  4. Click Save.

Add new message templates:

  1. Click the + icon in the bottom right corner of the Message Templates section.
  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.
  3. Click Save.

 Schedule message templates to send automatically based on workflow status:

  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.
  2. Choose Automatic: Stage Entry as your delivery method.
  3. Click the additional dropdown that appears to choose the status at which you would like influencers to receive the message template.
  4. Click Save.

Schedule message templates to send automatically based on date:

  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.
  2. Choose Automatic: Date Based as your delivery method.
  3. Select the trigger to send the message, either scheduled around the Due Date or Draft Due Date or a Specific Date.
  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.
  5. 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:

  1. Navigate to the Workflow tab of the relevant campaign.
  2. Use the checkboxes to select the influencer(s) you wish to send a template message.
  3. Click Send Message.
  4. Click the Template field to open the menu of available templates and select the template you wish to send.
  5. Review the template and make any desired edits. Edits will apply when the message is sent, but will not be saved in Campaign Setup.
  6. 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. 

Default Message Templates

For your reference, the default message template copy is provided below. This default copy will automatically populate any new campaigns; however, if you duplicate an existing campaign containing old messages, you will need to manually update them to use the following new templates, if desired.

Invitation (With Drafts Enabled)

Invitation to Apply! | PAID Collaboration with [BRAND]

[INSERT HEADER IMAGE - SIZE TO 600 PX WIDTH]

Hi {{firstName | ''}},

We’re excited to invite you to participate in our {{campaignName | ''}} campaign!

About The Brand: [BRAND INFO HERE – tell influencers who you are & list what makes your brand stand out]

About The Product: [PRODUCT INFO HERE – describe the product(s) you are featuring in this campaign and provide a link to see more details]

Campaign Concept: [CONCEPT DETAILS]

Please review the details below and apply below if you are interested and available to participate!

  • Key Dates: Drafts due by {{draftDueDate | ''}} with approved content live by {{dueDate | ''}}
  • Deliverables:
    • [DELIVERABLE #1]
    • [DELIVERABLE #2]
  • Draft Review: This campaign includes the deliverable for content to be reviewed and approved before posting. Please note, compensation reflects the inclusion of one round of revisions and additional compensation will not be provided for making the changes noted in this round.
  • Paid Usage: This campaign requires granting advertising permissions for content amplification for XXX days on [LIST SOCIAL PLATFORMS]
  • Exclusivity: This campaign requires exclusivity from [LIST COMPETITOR BRANDS OR CATEGORY] for XXX days [BEFORE &/or AFTER] the campaign term
  • Selection Criteria: In order to be considered for this collaboration, you must be [SPECIFIC SELECTION CRITERIA - EX: US BASED]. Not everyone who applies will be chosen. The application will close on [DATE]. Selected influencers will be notified via email shortly after.
  • Compensation: Selected partners will be provided with [BRAND PRODUCT(S)] (retail value $XXX) prior to content creation, as well as a $XXX payment through Stripe as compensation (NET 30 terms from content due date or content post date - whichever is latest, sent electronically once content has gone live and has been verified. Following Net 30 payment terms, payment will be sent directly to your bank account once you’ve successfully onboarded to Stripe and verified your personal and bank details).

If you're interested in this collaboration, please APPLY NOW [INSERT “APPLICATION LINK” MERGE TAG]!

Best,

[FIRST NAME] |  On behalf of the [BRAND] team

[INSERT BRAND LOGO - SIZE TO 200 PX WIDTH]

P.S. If you have any issues applying, please review these FAQs to help troubleshoot.

We'd hate to see you go, but if you need to do so, click here to unsubscribe. [INSERT “UNSUBSCRIBE LINK” MERGE TAG]

 

Invitation (Without Drafts Enabled)

Invitation to Apply! | PAID Collaboration with [BRAND]

[INSERT HEADER IMAGE - SIZE TO 600 PX WIDTH]

Hi {{firstName | ''}},

We’re excited to invite you to participate in our {{campaignName | ''}} campaign!

About The Brand: [BRAND INFO HERE – tell influencers who you are & list what makes your brand stand out]

About The Product: [PRODUCT INFO HERE – describe the product(s) you are featuring in this campaign and provide a link to see more details]

Campaign Concept: [CONCEPT DETAILS]

Please review the details below and apply below if you are interested and available to participate!

  • Key Dates: Approved content live by {{dueDate | ''}}
  • Deliverables:
    • [DELIVERABLE #1]
    • [DELIVERABLE #2]
  • Paid Usage: This campaign requires granting advertising permissions for content amplification for XXX days on [LIST SOCIAL PLATFORMS]
  • Exclusivity: This campaign requires exclusivity from [LIST COMPETITOR BRANDS OR CATEGORY] for XXX days [BEFORE &/or AFTER] the campaign term
  • Selection Criteria: In order to be considered for this collaboration, you must be [SPECIFIC SELECTION CRITERIA - EX: US BASED]. Not everyone who applies will be chosen. The application will close on [DATE]. Selected influencers will be notified via email shortly after.
  • Compensation: Selected partners will be provided with [BRAND PRODUCT(S)] (retail value $XXX) prior to content creation, as well as a $XXX payment through Stripe as compensation (NET 30 terms from content due date or content post date - whichever is latest, sent electronically once content has gone live and has been verified. Following Net 30 payment terms, payment will be sent directly to your bank account once you’ve successfully onboarded to Stripe and verified your personal and bank details).

 

If you're interested in this collaboration, please APPLY NOW [INSERT “APPLICATION LINK” MERGE TAG]!

 

Best,

[FIRST NAME] |  On behalf of the [BRAND] team

[INSERT BRAND LOGO - SIZE TO 200 PX WIDTH]

P.S. If you have any issues applying, please review these FAQs to help troubleshoot.

We'd hate to see you go, but if you need to do so, click here to unsubscribe. [INSERT “UNSUBSCRIBE LINK” MERGE TAG]

Application Received

New as of 11/21

Application Received! | {{campaignName | ''}} Campaign


Hi {{firstName | ''}},

Thank you for applying to the {{campaignName | ''}} campaign! We have received your application and will be reviewing it as soon as possible. 

If selected, you will be contacted within (7) days via email to confirm your participation in the campaign. 

Best,

[FIRST NAME] | On behalf of the [BRAND] team

[INSERT BRAND LOGO - SIZE TO 200 PX WIDTH]

Member Accepted

You're In! | Confirm Participation: {{campaignName | ''}} Campaign


Hi {{firstName | ''}},

We’re excited to reach out to let you know that you've been selected to collaborate with us on the new {{campaignName | ''}} campaign!

NEXT STEP: Confirm your participation* and provide your shipping address (no P.O. boxes, please) HERE [INSERT “CONFIRM PARTICIPATION LINK” MERGE TAG] or using your personal campaign manager (details below) . Please confirm within 24 hours or you may not be eligible to participate.

*Terms of Participation: By confirming your participation, you agree to the following.

  • You must confirm your participation and current shipping address in this collaboration in order to participate.
  • By signing up and confirming your participation, you have opted in to receive a $XXX payment through Stripe, paid NET 30 from {{dueDate | ''}} or when content is posted (whichever is latest) in exchange for completing all campaign deliverables. Please note, this fulfillment date is subject to change based on campaign updates (i.e. if the posting window is pushed, etc.).
  • You must connect your bank account through Stripe to receive all cash payments. More information can be found in your campaign manager [INSERT “CAMPAIGN DETAILS” MERGE TAG] and the help article here.
  • All content must be verified in the influencer’s campaign manager before payment will be delivered.
  • For video content, all song selections MUST be copyright-free music from the TikTok Commercial Library (for TikTok content) or Meta Sound Library (for Facebook/Instagram content).

 

Campaign Manager

Your campaign manager will allow you to access all the information and actions you need to complete for a [BRAND] campaign all in one place. This link will not change so please feel free to bookmark it for future reference. Please visit your campaign manager [INSERT “CAMPAIGN DETAILS” MERGE TAG] to connect your social media accounts and review the campaign brief.

While we've hand-picked you for this collaboration, we understand that life happens and that you may no longer be able to collaborate. If this is the case, we kindly ask that you opt-out within 24 hours. You can do this by clicking here [INSERT “CONFIRM PARTICIPATION LINK” MERGE TAG], going to the bottom of the page and clicking 'I would no longer like to participate.' If we don’t hear from you within 72 hours of receiving this message, you may be dropped from the campaign and your spot given to someone else.

Looking forward to collaborating!

Best,

[FIRST NAME] | On behalf of the [BRAND] team

[INSERT BRAND LOGO - SIZE TO 200 PX WIDTH]

You're Confirmed

You're Confirmed! | {{campaignName | ''}} Campaign 


Hi {{firstName | ‘’}},

Your participation in the {{campaignName | ''}} campaign has been confirmed! Your product will be shipping soon.

Be on the lookout for an email from us once your product has been shipped. If tracking is available, your tracking number will be added to your campaign manager under “Incentive Details”.

In the meantime, please review the instructions on how to create content for this collaboration in your campaign manager [INSERT “CAMPAIGN DETAILS” MERGE TAG]. Be sure to read all instructions, including the do’s and don’ts and FTC guidelines, in their entirety to avoid having to reshoot content during the draft review process.

We can't wait to see what you create!

Best,

[FIRST NAME] | On behalf of the [BRAND] team

[INSERT BRAND LOGO - SIZE TO 200 PX WIDTH]

Draft Submission

Draft Submission & Next Steps | {{campaignName | ''}} Campaign

 

Hi {{firstName | ''}},

We are so excited to partner with you and to see your content! 

Please review the campaign brief and posting instructions in your personal campaign manager [INSERT “CAMPAIGN DETAILS” MERGE TAG], so you are prepared to create content by {{draftDueDate | ''}}. Please pay close attention to the do’s & don’ts, post guidelines, video requirements, and FTC guidelines to avoid needing to reshoot content during the draft review process.

You should submit your drafts for review here [INSERT “DRAFT CONTENT LINK” MERGE TAG]. Please note, all content must be submitted for approval before posting.

If you are unable to submit content or have any other issues, please let us know by updating your status here [INSERT “SELECT POST STATUS” MERGE TAG] or responding to this email.

Best,

[FIRST NAME] | On behalf of the [BRAND] team

[INSERT BRAND LOGO - SIZE TO 200 PX WIDTH]

Draft Received

New as of 11/21


Draft Content Received! | {{campaignName | ''}} Campaign


Hi {{firstName | ''}},

Thank you for submitting your drafted content! Please do not go live until you have received approval on your draft content. Once your content has been reviewed, you will receive an email with next steps.

Please reach out if you have any questions in the meantime.

Best,

[FIRST NAME] | On behalf of the [BRAND] team

[INSERT BRAND LOGO - SIZE TO 200 PX WIDTH]

Draft Needs Revisions

*Action Required* - Feedback on Your [BRAND] Draft Submission


Hi {{firstName | ''}},

Thanks again for submitting your draft content! Please note that we have a few pieces of feedback to incorporate into your content before it can go live.

Click here [INSERT “DRAFT CONTENT LINK” MERGE TAG] to review the required edits and submit your new draft for any posts marked as "Needs Work" using the “Resubmit” button.

We'd appreciate your response and resubmission within the next 48 hours.

Please do not post until your new draft has been approved. Let us know if you have any questions!

Best,

[FIRST NAME] | On behalf of the [BRAND] team

[INSERT BRAND LOGO - SIZE TO 200 PX WIDTH]

Draft Approval

You're Approved! | Get Ready to Post - {{campaignName | ''}} Campaign


Hi {{firstName | ''}},

Great news! Your draft content has been reviewed and approved.

Please check for any additional feedback or required edits before posting, or reference your approved content & caption copy, by visiting your draft manager here [INSERT “DRAFT CONTENT LINK” MERGE TAG].

We look forward to seeing your content live no later than {{dueDate | ''}} – but the sooner the better!

Important Reminders:

  • Please ensure your accounts are properly connected, so your content will pull in automatically. You can do so here [INSERT “RECONNECT ACCOUNTS LINK” MERGE TAG].
  • For each of your posts, be sure to include all required hashtags, including {{bindingHashtag | ''}} and {{ftcHashtag | ''}}.
  • Your unique shopping link(s) are listed below, as well as in your campaign manager [INSERT “CAMPAIGN DETAILS” MERGE TAG]. Please add them to your bio when posting for a minimum of 24 hours. You’re encouraged to sign up for Later's free Linkin.bio tool, add it to your bio, and incorporate the campaign link(s) there as well. 
    • [INSERT AFFILIATE LINK MERGE TAG - EX: {{affiliateTrackingLinks.210679 | ''}}]

Note - Once your content has been posted, our system will automatically pull in the content based on the required hashtags if your accounts are properly connected. You will receive a confirmation email once all campaign deliverables are verified. If you do not receive that email but you have posted all required content, please review your current status through your campaign manager [INSERT “CAMPAIGN DETAILS” MERGE TAG]. As a note, anything marked as “pending” has not been received and needs to be manually reported. 

If you are missing content that is live, please manually upload the content here [INSERT “SELF-REPORT CONTENT LINK” MERGE TAG].

Best,

[FIRST NAME] | On behalf of the [BRAND] team

[INSERT BRAND LOGO - SIZE TO 200 PX WIDTH]

Draft Reminder 1

Your Draft is Due Soon! | {{campaignName | ''}} Campaign


Hi {{firstName | ''}},

This is a friendly reminder that the draft of your {{campaignName | ''}} content is due soon, on {{draftDueDate | ''}}. This will allow us enough time for any potential revisions before you are approved to post by {{dueDate | ''}}.

Your drafts should be submitted here [INSERT “DRAFT CONTENT LINK” MERGE TAG]. Within your campaign manager [INSERT “CAMPAIGN DETAILS” MERGE TAG], you will also find the details regarding the creative brief and post instructions. Please let us know if you have any questions once you've had a chance to review it.

If you are unable to post or have any other issues, please let us know by updating your status here [INSERT “SELECT POST STATUS LINK” MERGE TAG]or responding to this email.

Best,

[FIRST NAME] | On behalf of the [BRAND] team

[INSERT BRAND LOGO - SIZE TO 200 PX WIDTH]

Draft Reminder 2

Your Draft is Past Due! | {{campaignName | ''}} Campaign


Hi {{firstName | ''}},

The draft due date for this collaboration was {{draftDueDate | ''}}. We wanted to make sure you were still planning on submitting your draft content. If there’s anything you need from us in order to submit your drafts in the next 48 hours, please don’t hesitate to reach out. If we don’t hear from you after that time, you may no longer be eligible for campaign compensation.

Your drafts should be submitted here [INSERT “DRAFT CONTENT LINK” MERGE TAG]. Within your campaign manager [INSERT “CAMPAIGN DETAILS” MERGE TAG], you will also find the details regarding the creative brief and post instructions. Please let us know if you have any questions once you've had a chance to review it.

If you are unable to post or have any other issues, please let us know by updating your status here [INSERT “SELECT POST STATUS LINK” MERGE TAG] or responding to this email.

Best,

[FIRST NAME] | On behalf of the [BRAND] team

[INSERT BRAND LOGO - SIZE TO 200 PX WIDTH]

Posting Instructions

{{campaignName | ''}} Campaign Posting Instructions


Hi {{firstName | ''}},

We are so excited to partner with you and to see your content! 

Please review the campaign brief and posting instructions in your campaign manager [INSERT “CAMPAIGN DETAILS” MERGE TAG] so you are prepared to create content by {{dueDate | ''}}. Please pay close attention to the do’s & don’ts, post guidelines, video requirements, and FTC guidelines to avoid needing to reshoot content during the draft review process.

Quick Reminders:

  • Please ensure your accounts are properly connected, so your content will pull in automatically. You can do so here [INSERT “RECONNECT ACCOUNTS LINK” MERGE TAG].
  • For each of your posts, be sure to include all required hashtags, including {{bindingHashtag | ''}} and {{ftcHashtag | ''}}.
  • Your unique shopping link(s) are listed below, as well as in your campaign manager [INSERT “CAMPAIGN DETAILS” MERGE TAG]. Please add them to your bio when posting for a minimum of 24 hours. You’re encouraged to sign up for Later's free Linkin.bio tool, add it to your bio, and incorporate the campaign link(s) there as well.
    • [INSERT AFFILIATE LINK MERGE TAG - EX: {{affiliateTrackingLinks.210679 | ''}}]

Note - Once your content has been posted, our system will automatically pull in the content based on the required hashtags if your accounts are properly connected. You will receive a confirmation email once all campaign deliverables are verified. If you do not receive that email but you have posted all required content, please review your current status through your campaign manager [INSERT “CAMPAIGN DETAILS” MERGE TAG]. As a note, anything marked as “pending” has not been received and needs to be manually reported.

If you are missing content that is live, please manually upload the content here [INSERT “SELF-REPORT CONTENT LINK” MERGE TAG].

Best,

[NAME] | On behalf of the [BRAND] team

[INSERT BRAND LOGO - SIZE TO 200 PX WIDTH]

 

Post Reminder 1

New as of 11/21

Your Post is Due Soon! | {{campaignName | ''}} Campaign

 

Hi {{firstName | ''}},

This is a friendly reminder that your content is due to live by {{dueDate | ''}}! Please note, posts after {{dueDate | ''}} will be considered late and may not be accepted. If you are experiencing issues that will prevent you from posting in time, please reply to this email to let us know. 

 

Important Reminders:

  • The campaign brief and posting instructions can be found in your campaign manager [INSERT “CAMPAIGN DETAILS” MERGE TAG].
  • Please ensure your accounts are properly connected. You can do so here [INSERT “RECONNECT ACCOUNTS LINK” MERGE TAG].
  • For each of your posts, be sure to include all required hashtags, including {{bindingHashtag | ''}} and {{ftcHashtag | ''}}
  • Your unique shopping link(s) are listed below, as well as in your campaign manager [INSERT “CAMPAIGN DETAILS” MERGE TAG]. Please add them to your bio when posting for a minimum of 24 hours. You’re encouraged to sign up for Later's free Linkin.bio tool, add it to your bio, and incorporate the campaign link(s) there as well.
    • [INSERT AFFILIATE LINK MERGE TAG - EX: {{affiliateTrackingLinks.210679 | ''}}]


Note - Once your content has been posted, our system will automatically pull in the content based on the required hashtags and if your accounts are properly connected. You will receive a confirmation email once all campaign requirements are verified. 

 

If you have already posted and believe you are receiving this reminder in error, please complete the following steps:

  • Review all of your content to ensure you have included the mandatory hashtags with correct spelling.
  • Please review your campaign manager [INSERT “CAMPAIGN DETAILS” MERGE TAG]to determine if all content was automatically pulled in. As a note, anything marked as “pending” has not been received.
  • If you are missing content that is live, please manually upload the content here [INSERT “SELF-REPORT CONTENT LINK” MERGE TAG].

 

Best,

[FIRST NAME] | On behalf of the [BRAND] team

[INSERT BRAND LOGO - SIZE TO 200 PX WIDTH]

Post Review

Content Received! | {{campaignName | ''}} Campaign


Hi {{firstName | ''}},


Thanks so much for your post! We have received all of the required content and our team is making one final check to verify all content was posted in accordance with the campaign brief.


You will receive an email from our team once your content has been reviewed.


Best,

[FIRST NAME] | On behalf of the [BRAND] team

[INSERT BRAND LOGO - SIZE TO 200 PX WIDTH]

Missing Content

*Action Required:* Missing Content | {{campaignName | ''}} Campaign


Hi {{firstName | ''}},

You are receiving this email because our system currently shows we are missing content from you on the {{campaignName | ''}} campaign. We want to make sure this is not an error on our end.

If we have not received and verified your content within two business days, you will be marked incomplete on this campaign and may be ineligible for compensation.

If you have already posted your content, please review your campaign manager [INSERT “CAMPAIGN DETAILS” MERGE TAG] to see what is missing. Note: Anything marked as “pending” has not been received and must be manually reported.

Please manually upload your missing content here [INSERT “SELF-REPORT CONTENT” MERGE TAG]. Let us know if you have any questions or run into any technical issues.

Best,

[FIRST NAME] | On behalf of the [BRAND] team

[INSERT BRAND LOGO - SIZE TO 200 PX WIDTH]

Post-Payment

Thanks for Your [BRAND] Partnership!


Hi {{firstName | ''}},

Thank you for your hard work on this collaboration! This email is to confirm we have verified all of your required content pieces and you have now been readied to receive payment.

You will receive your compensation within 30 days of {{dueDate | ''}} or when content was posted (whichever is latest). If you have not received your payment and it has been 30 days past the close of the campaign, please check your Stripe Express Dashboard before reaching out.

Note: Compensation can only be paid out once your bank account has been connected to Stripe and verified. If you have not completed the Stripe onboarding process, you can access your Stripe account via your campaign manager [INSERT “CAMPAIGN DETAILS” MERGE TAG]. For more details on the onboarding process, please follow the instructions provided in this article.

We really enjoyed partnering with you and hope to work with you on future collaborations!

Best,

[FIRST NAME] | On behalf of the [BRAND] team

[INSERT BRAND LOGO - SIZE TO 200 PX WIDTH]

 

Complete

New as of 11/21

Payment Update | {{campaignName | ''}} Campaign

 

Hi {{firstName | ''}},

We are sending along a quick update to let you know that your compensation for the {{campaignName | ''}} campaign has been processed. 

If you have any troubles accessing the payment, please check your Stripe Express Dashboard before reaching out.

Once again, we appreciate your partnership and look forward to working together in the future!

Best,

[FIRST NAME] | On behalf of the [BRAND] team

[INSERT BRAND LOGO - SIZE TO 200 PX WIDTH]

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