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Application Forms for Outbound

Use a personalized Application Form link to reach out to pre-selected influencers, auto-fill their details, and even auto-accept their applications.

Written by Bobby

Application Forms aren't just for inbound website visitors—you can also use them as part of your outbound outreach, sent directly to influencers you've already selected.

⚠️ IMPORTANT: We recommend creating a dedicated application page for outbound use, separate from any inbound form you may have.

To set it up, follow these steps:

Step 1: Go to Applications in the left menu.

Step 2: Click on "Create new application page", give it a name and make sure the right brand is selected.

Step 3: Customize the form itself for desktop and mobile. You can edit:

  • Brand colors

  • Brand logo

  • Welcome page image

  • Texts

  • Shipping details required or not

  • Custom fields in every step of the form: add your own questions to get all the information you need!

  • Product Catalogue: if you have an e-commerce manager connected to Influencer Hero, you can let influencers pick which product(s) they want directly from your catalogue as part of the application. Once the application is accepted, the selected products are sent out automatically—no manual order needed on your end! When setting this up, you can configure:

    • Allowed products: search and add individual products, or add entire collections at once if you want to offer a wide range.

    • Maximum number of items: limit how many products an influencer can select (e.g. 3 items max).

    • Maximum total value: cap the retail value of what they can select (e.g. €150 max).

    • Require at least one product: make selecting a product a mandatory step of the application.

    • On the influencer's side, they'll see your allowed products (with variant options like size, if applicable) and can add items until they hit your limit—at which point they'll see a "You've reached your selection limit" message and won't be able to add more.

  • ⚠️ Verify social media account or not: if you make verifying mandatory, influencers who don't have a business or creator account won't be able to apply.

Step 4: Choose how you wish to host the form.

Option 1: Host it on Influencer Hero's domain.

This is the easiest and fastest setup, as you can simply customize the form and then share the link to the live site (hosted by us).

Option 2: Host the Form Anywhere via iFrame

You can embed the form on any page or section of your website using the provided code snippet.

For Shopify Users: Here's how to embed the form on your Shopify website:

  • Copy the snippet code.

  • Log in to your Shopify admin and go to Online Store > Themes.

  • Choose your published theme and click Customize.

  • Navigate to the page and section where you want to embed the form.

  • Click on Add Section and choose Custom Liquid or Custom HTML.

  • Paste the snippet code.

  • Click Save.

Option 3: Host the Form on Your Own Domain

You can use the default hosted form link (forms.influencer-hero.com) or connect it to your custom domain to appear as a landing page on your website.

To connect your domain:

  • Go through the DNS verification in Custom Domains (General Settings)

  • Once connected, your domain will appear under the "Host form on your own domain" dropdown, in the application page settings.

  • Select your domain and specify the desired path for the landing page (e.g., /influencers)

Step 5: How to manage accepted and declined influencers.

  • Auto Accept Influencers: For Influencers in outreach we recommend turning this on because this allows all influencer you're doing outreach to be automatically accepted.

  • Add accepted influencers to a Campaign Board: In order to manage the influencer partnerships once you have accepted them, you must move them to a campaign board just like with any other collab on Influencer Hero. Create a new one (recommended) or select an existing board.

  • Send an email flow to accepted influencers: This step is optional, but could be helpful to communicate the influencer has been accepted and they can expect the product soon. You can set up this email flow in the Email Flows page.

  • Track influencer social media posts: The post tracker needs to be turned on for us to track the influencer's Instagram posts.

  • Select products to send: If you have an e-commerce manager connected to IH, you can choose to automatically send products to accepted influencers—or, if you enabled the Product Catalogue step, the products the influencers selected on their application will be sent automatically once approved.

  • Create affiliate details: You can also immediately have commissions, discount codes and custom links set up the moment an influencer is approved, so you don't have to create them manually at a later stage.

Step 6: Your form is now done! To track all applicants and activity, make sure to check the Applications page regularly.

Step 7: Now that you form is created you can start integrating it into your outreach. Go to your Email Flows, open the Data Tags menu, and select Application Form Links. Pick the application page you just created. A link will be inserted that renders as a unique, private link for every influencer who receives that email.

For more tips on Application Form best practices or even help with it, reach out to your account manager—we're happy to provide more information and tips!

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