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 dealflow where you want to upload these profiles.
Step 2: Click on the three dots at the top right corner, 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 fill in the influencer's social media platform, and specify what platform it is for (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 and proceed to upload it through the "Custom Upload" button we mentioned earlier. Attach the sheet and click “Upload Custom List”.
Step 6: Your custom uploaded list will be displayed in the respective dealflow, in the first column. You can also quickly find an uploaded deal page through the Search Deal button at the bottom left corner.
While the steps above are the most straightforward option, you can also upload a list from the Dealflow Manager:
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, 4, 5 and 6 are the same as above!