Before using the CRM and collaborating with influencers, it is necessary to first set up your account.
Step 1: Create an account at https://app.influencer-hero.com/signup using your email address and establish a password.
Step 2: Configure the general settings by providing your company name and time zone. Designate users who have access to the CRM by adding their name and email.
Step 3: Establish brand settings by providing the following information:
Brand name and URL (not the link, just the site name. Also, without www.)
Instagram handle: without the @. This is to track influencers' posts when they tag your brand.
Shopify integrations: Refer to the instructions provided here for integrating the CRM with Shopify.
Billing: Choose or change your plan.
Step 4: Set up email settings to determine which email address will be used for communication with influencers. You can choose from the following options for email integration:
Hosted by us (email on our domain).
Gmail integration.
Outlook integration
STMP/IMAP integration.
Refer to the email setup instructions here.
Step 5: To activate the changes made, continue to using the platform by clicking for example on 'Campaign Manager'. If changes were made correctly, a message saying so will pop up!
