Before using the CRM and collaborating with influencers, it is necessary to first set up your account.
Step 1: To create an account, you will need to contact the Influencer Hero team at [email protected] so we can invite you to the platform.
Step 2: Once you have logged in, configure the general settings by providing your company name and time zone.
Step 3: Establish brand settings by providing the following information:
Brand name and URL: not the link, just the site name. Also, without www
Social Media handles: without the @. This is to track influencers' posts when they tag your brand.
Shopify: Refer to the instructions provided here for integrating the CRM with Shopify.
Klaviyo: follow the instructions here to connect your Klaviyo. This is so you can find people who have subscribed to your newsletter in the "Your Customers" tab in our Finder.
Billing: Choose or change your plan.
Step 4: Go back to the initial settings tab and add a user (if applicable. Quantity allowed varies according to selected plan)
Step 5: 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.
You are ready to go! Take a look at our Influencer Outreach folder to learn how to set up your first campaign.