If you already communicate with influencers outside our CRM, you can enhance the efficiency and effectiveness of your communication process by adding them to our CRM. This will help you manage your interactions more seamlessly.

This CSV template also works for those rare cases when an influencer isn't available in the Influencer Finder.

Here's a simple guide to upload your influencer list using the CSV upload feature:

Step 1: Click on "Other Tools" and go to the Dealflow Manager.

Step 2: Click on the three dots next to the dealflow where you want to add your existing affiliates, and select "Custom Upload".

Step 3: Download the Excel template by clicking on the blue "list template here" link.

Step 4: When filling out the Excel sheet, make sure to provide at least the first four or five columns. Remember that the Deal Name must be the same as the influencer's Instagram Handle, so the system can recognize it as an IG account.

Example:

For more details, refer to the instructions in the sheet.

Step 5: Once you have completed the sheet, save it and proceed to upload it through the "Custom Upload" button we mentioned earlier. Attach the filled sheet and click “Upload Custom List”. Ensure that you select the right deal flow where you want to upload the deals!

Step 6: Your custom uploaded list will be displayed in the respective dealflow. Or you can also quickly find an uploaded deal page through the Search button.

Pro tip: you can also download the Custom Upload template through the file attached to this article!