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.
⚠️ IMPORTANT: Your account currency will be automatically set up depending on the location where the account was created. If you wish to change it, please reach out to your account manager or to [email protected]
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.
Billing: Choose or change your plan.
Here's where you will also be able to see how many outreach credits you have left in your plan at any point.
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: Connect all the relevant platforms for your influencer marketing operations from our Integrations tab:
CMS (Shopify, or any other through GoAffPro)
Email marketing
Customer support
And more!
Head over to our Integrations Help Center section to learn about all the options, and the guides on how to connect them.
Step 6: Go back to the initial settings tab and add a user, if applicable.
Quantity allowed varies according to selected plan, and you can choose different tiers:
Admin: can do everything, including changing other users' tiers and changing subscription details
Manager: can do everything except change other users' tiers
Member: can operate at an execution level only
Viewer: can't alter anything on the platform, viewer-only.
You are ready to go! Take a look at our Influencer Outreach folder to learn how to set up your first campaign.