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General account setup

How to get started on Influencer Hero - account set up

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Written by Guadalupe Garcia
Updated over a week ago

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.

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