How to Add Profiles to Proposals in Influencity

Streamline your campaign workflow by efficiently adding influencer profiles to proposals. We ensure precise selection, eliminating duplicates and enhancing collaboration for optimized campaign performance.

Adding influencer profiles to a proposal is a key part of refining a campaign. Fortunately, within Influencity, you have multiple ways to add profiles efficiently.

Step 1: Access the Proposal

• Open the Campaigns section.
• Navigate to the Proposals tab.

• A view with all your proposals will be on display, you’ll just need to choose the proposal where you want to add profiles.

Step 2: Choose the Method to Add Profiles

You can easily add profiles at any time by clicking on "Add Profiles" and selecting the desired source. 

 

Remember: When you add a profile that isn't yet linked to an influencer, you have the optional opportunity to associate it with one. Simply click on "Associate with an Influencer", and a box will appear with two options:

• Link to an existing influencer – Choose from influencers already stored in your database.
• Add a new influencer – Click the "Add New Influencer" button in the upper right corner to create a new entry.
  
  

 

How to Add Profiles From Lists

Select profiles directly from an existing influencer list. To do this, you simply need to click on the Add profiles, and choose the From list. A pop up will appear and you’ll be able to choose from the existing list you want to add profiles from.

 

Once you have chosen the list you want to export profiles from, another pop up will display the number of profiles that will be added for your knowledge. As you can see below, it will also let you know if there are any overlapping profiles or profiles that can’t be included in a proposal.

How to Add Profiles From our Influencer Database

You can add more profiles from your influencers stored in the Influencer Relationship Management (IRM) system. You can add them from two places:

• From profiles: To add profiles, click the Add Profiles button and select the From profiles option. A pop-up box will display all the profiles stored in your IRM for easy selection.

• Select existing profiles: Browse through your stored profiles and choose the ones you want to add.
• Add new profiles: If needed, click the Add New Profile button in the upper-right corner of the box to include new profiles on the spot.
• Confirmation step: After making your selection, a confirmation window will appear, showing the total number of profiles selected. Review your choices and confirm to finalize the addition.
  
  

• From influencers: The process of adding influencers is quite similar to how you add profiles. Click the Add Profiles button and select From influencers.A pop-up box will display all the influencer profiles saved in your IRM.

• Select existing Influencer profiles: Browse your list and choose the influencers you want to add.
• Confirmation step: A confirmation window will appear, displaying the total number of selected profiles. Review your choices and confirm to finalize the addition.

How to Add Profiles From Programs

Add influencers from pre-existing programs, which include groups of influencers.

• Click the Add Profiles button and select From programs.
• A display will open, showing all your programs, including active, expired, and draft versions.
• Choose the program you want to export profiles from.

• A confirmation pop-up will appear, displaying the number of profiles you are about to import. Review your selection and confirm to proceed.

 

How to Add Profiles From Proposals

This final option works similarly to the others. Follow the following steps to be successful in exporting profiles from another proposal:

• Click the Add Profiles button and select From Other Proposal.
• A display will open, showing all your existing proposals.
• Choose the proposal you want to import profiles from.

• A confirmation pop-up will appear, displaying the number of profiles you are about to import. Review your selection and confirm to proceed.

Step 3: Confirm Profile Additions

If an influencer has multiple associated profiles, all of them will be added by default. This means you can manually deselect any profiles you don’t want to include by clicking them off once they have been added.

Step 4: Review and Finalize

• Check the profile count and ensure all necessary influencers are included.
• Use filters to sort profiles based on acceptance status (approved, pending, discarded).