For brands, agencies and teams

What order do I set things up in?

Short answer

Start with a campaign, create the outreach setup, add talent, then send the opportunity.

Set up in order

  1. Create a Campaign for the initiative.
  2. Create an Outreach Setup with the work, terms, and questions. Some screens call this an Outreach Template or Role.
  3. Use Add Talent to create a deal for each creator.
  4. Assign the setup to the deal, then send the outreach.

Before you send

Adding a creator does not send an email. Check the address, assigned setup, and message first. A campaign can use different setups for different creator groups.

The campaign’s Number of Creators is a planning number. Older screens may use Client to mean Brand.

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