Creating and Managing Influencer Collaborations

Collaborations define the work you want influencers to do for your brand, whether that’s sharing discount codes, posting content, or creating assets. Each collaboration is a self-contained brief with its own reward structure, terms, and content requirements.

Core concepts

Type	What it does	When to use it
Sales	Influencers share a personal discount code with their audience	You want to track revenue driven by each influencer
Post content	Influencers post branded content to their social channels	You need content published on influencer accounts
Create content	Influencers create content for your brand to repurpose	You want assets for your own channels, ads, or website

Creating a collaboration

Navigate to Collaborations and click Create collaboration.

Collaborations page with Create collaboration button

Select which programme the collaboration belongs to. Programmes are the top-level container for organising your influencer activity.

Programme selection for new collaboration

Choose a collaboration type to enter the setup wizard.

Details

Field	Required	Description
Name	Yes	Internal name for this collaboration. Influencers won’t see this.
Description	No	Optional internal description (up to 500 characters).
Product gifting	No	Toggle on if the collaboration includes sending physical products to the influencer. Tracked for reporting but managed outside the platform.

Actions

Configure what the influencer does and how they’re compensated. Options depend on the collaboration type.

Follower incentive

For sales collaborations, define the discount the influencer’s audience receives.

Option	Description
Percentage discount	A percentage off the order (1-100%).
Fixed amount	A fixed monetary discount.
Minimum spend	Optional minimum basket value before the discount applies.

Follower incentive discount configuration

Influencer compensation

Option	Description
Fixed fee	A one-off payment in GBP, USD, or EUR.
No compensation	No direct payment. You can optionally require approval before work begins.

Content requirements

Option	Description
No restriction	No limit on the number of posts.
Total number of posts	A single cap across all platforms.
Posts per platform	Separate limits for Instagram and TikTok.
Posts per type	Granular limits by format (Feed posts, Reels, Stories).

Toggle content approval to require influencers to submit content for review before publishing.

Content requirements and approval settings

Briefing

Provide influencers with a creative brief. You can link to an external document (Google Doc, Notion page, PDF, or any publicly accessible URL).A strong brief includes brand guidelines, key messages, do’s and don’ts, and example content.

Agreements

Define the terms that govern this collaboration. When an influencer accepts, it creates a binding agreement.

Option	Description
Standard programme terms	Default terms set at the programme level.
Custom terms	Additional collaboration-specific terms on top of standard terms.
Custom terms with free text	Both structured terms and a free-text field for unique requirements.

When using custom terms, you must confirm that you have reviewed and approved the terms, have the authority to bind your organisation, and that influencers can begin work immediately upon accepting.

Once an influencer accepts a collaboration, the agreement becomes binding. Finalise your terms before setting the collaboration live.

Agreements step with custom terms configuration

Preview and copy

See how your collaboration will appear to influencers and customise the copy for each locale.You can switch between Dashboard view (how it appears in the collaboration list) and Collaboration page view (the full detail page).Every piece of text shown to influencers is editable: title, description, action type label, reward and commission info, tooltips, call-to-action button text, and “Learn more” content (supports markdown).If your programme supports multiple locales, tailor the copy per locale.

Collaboration page view with editable copy

Summary

Review all settings across four cards: Details, Actions, Briefing, and Agreements. Click Create collaboration to save in Draft status. It won’t be visible to influencers until you explicitly set it live.

Collaboration lifecycle

Status	What it means	What you can do
Draft	Saved but not visible to influencers. Fully editable.	Edit, set live, or archive.
Live	Published and visible to influencers. Read-only.	Stop or view (no edits).
Stopped	Paused. No longer visible but preserves all data.	Resume or archive.
Archived	Hidden from all views. Cannot be edited or reactivated.	View only.

Once a collaboration is live, you can’t edit it directly. Stop the collaboration first, then create a new one with updated settings.

Managing the collaborations list

The Collaborations page shows all collaborations in a sortable, filterable table. Each row displays:

Column	Description
Name	The internal name
Type	Collaboration type (e.g., Sales, Post content)
Programme	Which programme it belongs to
Status	Current lifecycle status
Schedule	Start and end dates, if set
Actions	Quick actions dropdown (edit, set live, stop, archive, etc.)

By default the list filters to Live, Draft, and Stopped collaborations. Adjust the filter to include archived collaborations if needed.

Discount codes

For sales collaborations, each influencer gets a personal discount code. Codes are not generated automatically by default — they are assigned by your team from your e-commerce platform (Shopify, Magento, etc.). If you use Shopify, you can enable automatic discount code generation.

Discount code assignment for sales collaboration

From the influencer’s side

Join a sales collaboration

The influencer joins a sales collaboration and sees a message that their code hasn’t been assigned yet.

Request a coupon code

They click Request coupon code to notify your team.

Receive and use the code

Once assigned, the code appears on their dashboard with a copy button.

Influencer view showing code request and assigned code

From the merchant’s side

Receive the code request

The influencer’s code request is visible on their profile.

Navigate to the influencer's profile

Go to the influencers page, select View profile on the influencer, then click View full profile from the sidebar that opens.

Assign the discount code

Click to open the Edit discount code modal, enter the unique discount code from your e-commerce platform, and save. The code is immediately visible to the influencer.

Entering unique discount code for the influencer

Each discount code must be unique. The system validates this to prevent duplicates.

Where influencers see their code

Once assigned, the influencer sees their personal code on their collaboration detail page, along with:

The code itself (with a one-click copy button)
A “How to use your code” guide
The discount value their audience receives

Influencer collaboration page showing assigned discount code

Best practices

Keep collaboration names descriptive. Names are internal, so use them to help your team distinguish similar collaborations. For example: “Summer 2025 — Instagram Reels — 20% off” is more useful than “Summer collab”.
Set up your brief before going live. Influencers see the brief immediately when a collaboration goes live.
Use custom terms sparingly. Standard programme terms cover most scenarios. Extra complexity can slow down influencer acceptance.
Assign discount codes promptly. Influencers can’t start driving sales until they have their code.
Review before going live. Double-check compensation amounts, content requirements, and terms — once live, you’ll need to create a new collaboration to make changes.

Getting Started

Referral

Influencer

A/B Testing

Reporting

Security & Data

Onboarding

Tag Implementation

Shopify

ESP & CRM Integrations

Other Integrations

Platform Administration

Creating and Managing Influencer Collaborations

Core concepts