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: Open the campaign board where you want to upload these profiles.
Step 2: Click on the arrow next to Open Bulk Tool in the top right corner, and select "Custom Upload".
Step 3: Download the Excel template by clicking on the orange "list template here" text.
Step 4: Fill in the Excel template with all the information you have.
⚠️ Required fields:
Social media handle (no @ or link, just the username)
Platform (type the name of the platform: "TikTok", "Youtube" or "Instagram")
The other fields aren't mandatory, but encouraged.
Example:
For more details, refer to the instructions in the sheet.
Step 5: Once you have completed the sheet, save it as an Excel file.
Proceed to upload it through the "Custom Upload" button in the board mentioned in Step 3.
Attach the sheet and click “Upload Custom List”.
⚠️ IMPORTANT: If you have more than one brand set up in your Influencer Hero account, you also need to choose the brand this list will be for.
Step 6: Your list will be displayed in the respective campaign board, in the default column (where all deals are created, you can change this in the board columns editor).
You can also quickly find an uploaded deal page by clicking the magnifying glass icon next to Open Bulk Tool (or by pressing CTRL+F (or CMMD+F)) which will open up the deal finder in the board.
💡PRO TIP: Uploading a list does not automatically trigger an outreach email flow.
If you want to send an email flow to these profiles, you can program it individually from the influencer's deal page, or use the bulk tool.