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The Dealflow

Discover how to navigate Influencer Hero's Dashboard for efficient communication and campaign management.

K
Written by Kristy
Updated over a week ago

After sending your email outreach, it's essential to manage communications and relationships with influencers via the dealflow.

It is important to note that there are two types of Dealflows:

  1. Outreach Dealflow: For initiating first-time collaborations with new influencers.

    • The Outreach Dealflow has five columns: Outreach, Negotiation, On Hold, Awaiting Post, and Posted.

    • Once you start the reachout in campaign manager, the deals will appear in the "Outreach" column.

    • If an influencer responds, the deal moves automatically to "Negotiation" column.

    • After sending the product, move the influencer’s card to "Awaiting Post."

    • Deals in "Awaiting Post" are scanned twice daily for potential IG story posts, which are captured and saved in the CRM.

    • Once an influencer posts, their card automatically moves to "Posted."

    • If an influencer isn’t in "Awaiting Post," their account will only be scanned if there are 5+ clicks in one day or if a sale is recorded (via custom link or discount code).


  2. Relationship Dealflow: For managing ongoing relationships and collaborations after the first post.

    • The Relationship Dealflow has five columns: Idle, Active, Top Quartile, Special Attention, and Other.

Both Dealflows includes three ticket types:

  1. To Do: These tickets represent tasks that require your immediate attention and action. For example, you might need to reply to an influencer's email.

  2. Waiting: These tickets indicate tasks that do not need your immediate action. For example, you are waiting for an influencer to respond to your email.

  3. Overdue: These tickets highlight tasks that have not been addressed within 48 hours and are past due. Therefore, immediate action is needed.
    For example, if you haven't replied to an influencer's email after 48 hours, or if the influencer hasn’t replied to your email after 48 hours, and you should send a follow-up.

Each ticket reflects the status of your interactions with influencers, making it easier for you to manage and track your tasks. The dealflow provides an overview of your current tasks for each campaign, helping you stay organized and on top of your responsibilities.

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