Campaign Board Automations
Campaign Board Automations allow you to automate repetitive workflows inside your influencer campaigns, helping your team save time and ensure creators move through your pipeline automatically.
Automations help you automatically perform actions when specific events happen in your campaign. For example, you can:
Automatically move creators to another stage
Send emails when a creator reaches a stage
Add delays between actions
Create conditional logic paths
Update creator statuses
Trigger follow-up sequences
Send products and create affiliate details
This helps standardize your outreach and campaign management processes while reducing manual work.
How To Access Automations
Open your campaign
Navigate to Automations in the top menu
Click Create Automation or click an existing one to edit.
Automation Builder Overview
The new automation builder uses a visual flow-based interface where you can build workflows step-by-step.
Each automation consists of:
Trigger → The event that starts the automation
Conditions → Optional filters or branching logic
Actions → What happens after the trigger
Delays → Wait periods before the next step happens
💡 PRO TIP: Ask the AI assistant in the Automation builder to create a whole automation for you, edit an existing one, or just explain to you what something means!
Step 1: Choose A Trigger.
Triggers determine when your automation starts.
Common triggers include:
Creator moved to a stage
Email replied
Email opened
Creator added to campaign
Manual trigger
Tag added
Status updated
To set a trigger:
Click Select Trigger
Choose the event you want
Configure a Filter on entry if necessary (e.g. influencer has to be in X column when the trigger happens)
Save the trigger
Step 2: Add Conditions And Branches.
Before adding actions, you can create conditional logic and multi-branch workflows.
The revamped automation builder allows you to split automations into different paths depending on creator behavior, campaign activity, or creator attributes.
This makes it possible to create smarter workflows that automatically adapt based on different scenarios. Examples:
If creator replied → Move to negotiation stage
If creator did not reply → Send follow-up email
If creator accepted collaboration → Send onboarding email
If creator has a specific tag → Assign a dedicated manager
To add a condition:
Click the + button beneath the trigger
Choose the rule you want to evaluate
Configure the branches
Yes/No Condition
You can create a condition where only one thing can be true, and if it is, then trigger an automation. For example: if the influencer has made sales, move them to Top Performers board. If the influencer hasn't made any sales, then just send them a thank you message for participating.
You will first need to configure the Settings for the Yes/No conditions, and then the actions based on the truth.
Multi-Option Condition
You can also create multiple branching paths inside a single automation.
This allows you to build advanced workflows with several possible outcomes.
For example:
Branch 1 → Creator replied positively
Branch 2 → Creator replied negatively
Branch 3 → No reply received
Each branch can contain its own:
Delays
Emails
Stage changes
Tags
Additional conditions
Using Delays
Delays allow you to wait before the next automation step executes.
This is useful for:
Follow-up emails
Waiting before moving creators
Giving creators time to respond
Multi-step outreach sequences
To add a delay:
Click + Add Action
Select Delay
Choose the duration
Step 3: Add Actions.
After your trigger is configured, you can add one or multiple actions. Click the + button beneath the trigger to add an action.
Some example actions include:
Send email or email flow
Send product
Create affiliate details
Move creator to another stage or board
Actions based on Integrations (e.g. send contract)
Create a task
Receive a notification via email or Slack
💡 PRO TIP: You can combine triggers, delays, conditions, and actions into advanced workflows. One example would be:
Influencer replies to your outreach email
Check the reply:
If interested → send product
If they ask for a fee → send negotiation email
Duplicating Automations
You can easily use existing automations across campaigns by either:
a) Adding them to your templates
b) Selecting in which campaigns the automations will apply
Best Practices
Learn From the Team!
Our team did a quick webinar explaining:
How to decide what to automate
Step-by-step practical examples
How automations can help extend your campaign's longevity
And more tips!
Watch it here.
Start Manually to Understand the System, then Automate
Influencer Hero aims to keep things straightforward and intuitive, but we also offer a lot of features to cover as many user-cases as possible.
Try starting your campaign workflow manually to understand the platform and your process working in it, and then gradually automate tasks that you find repetitive.
Keep Automations Simple At First
Start with a basic workflow before building more advanced branching logic.
Use Delays Between Emails
Avoid sending multiple automated emails too quickly.
Filter Trigger on Entry
Add the Filter on Entry option to your automation trigger so the whole automation only happens when it makes sense for your workflow.
Test Before Launching
Run tests internally before activating automations for live creators. You can custom upload a test profile and perform all the tasks needed to test these automations just to be safe!
Use Conditional Branches Strategically
Conditional paths work best for follow-ups and creator qualification flows.