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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.

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Core Concepts

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Creating a Collaboration

Navigate to Collaborations and click Create collaboration.
Collaborations page with Create collaboration button

The Collaborations page with the 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

Programme selection for a new collaboration.

Choose a collaboration type to enter the setup wizard.
1

Details

Collaboration details step with name and description fields

The collaboration details step with name and description fields.

2

Actions

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

The Actions step configuration for a collaboration.

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Follower Incentive

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

Follower incentive discount configuration.

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Influencer Compensation

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Content Requirements

Toggle content approval to require influencers to submit content for review before publishing.
Content requirements and approval settings

Content requirements and approval settings.

3

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.
Briefing step with external document link

The Briefing step with an external document link.

4

Agreements

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

The Agreements step with custom terms configuration.

5

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.
Dashboard view preview of collaboration

Dashboard view preview of a collaboration.

The collaboration page view shows the same content as it appears on the influencer’s full detail page:
Collaboration page view with editable copy

Collaboration page view with editable copy.

6

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.
Summary step showing all collaboration settings

The Summary step showing all collaboration settings.

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Collaboration Lifecycle

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

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Managing the Collaborations List

The Collaborations page shows all collaborations in a sortable, filterable table. Each row displays: By default the list filters to Live, Draft, and Stopped collaborations. Adjust the filter to include archived collaborations if needed.

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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

Discount code assignment for a sales collaboration.

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From the Influencer’s Side

1

Join a sales collaboration

The influencer joins a sales collaboration and sees a message that their code hasn’t been assigned yet.
2

Request a coupon code

They click Request coupon code to notify your team.
3

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

The influencer's view showing the code request and assigned code.

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From the Merchant’s Side

1

Receive the code request

The influencer’s code request is visible on their profile.
2

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.
3

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.
Influencer profile page with Edit discount code modal

The influencer profile page with the Edit discount code modal.

Enter the code in the modal:
Entering unique discount code for the influencer

Entering the unique discount code for the influencer.

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

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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

Influencer's view of their assigned discount code.

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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.
Last modified on July 13, 2026