Campaign Management

Learn how to create, manage, and optimize influencer marketing campaigns in Infloq.

Campaigns are the central organizing unit in Infloq, bringing together brands, products, influencers, workflows, and budgets to achieve your marketing objectives. This guide covers everything you need to know about creating and managing successful campaigns.

Understanding Campaigns

A campaign in Infloq represents a complete influencer marketing initiative with defined:

  • Objectives: Clear goals and success metrics
  • Timeline: Start and end dates with milestones
  • Budget: Financial allocation and spending limits
  • Workflow: Approval process for content review
  • Participants: Brands, agencies, and influencers involved
  • Guidelines: Content requirements and restrictions

Campaign Creation Process

Step 1: Basic Campaign Information

  1. Navigate to Campaigns > Create Campaign
  2. Enter campaign details:
    • Campaign Name: Clear, descriptive title
    • Description: Campaign objectives and context
    • Campaign Type: Influencer, Agency, or Mixed
    • Priority Level: High, Medium, or Low

Step 2: Brand and Product Selection

Creating Brands

If your brand doesn't exist:

  1. Click Create Brand
  2. Enter brand details:
    • Brand name
    • Brand description
    • Logo upload
    • Brand guidelines
  3. Receive unique Brand ID for reference

Adding Products

Within each brand, add specific products:

  1. Select existing brand or create new
  2. Click Add Product
  3. Enter product details:
    • Product name
    • Description
    • Category
    • Target audience

Step 3: Content Type Configuration

Choose your content approval structure:

Script + Video Workflow

  • Influencers submit scripts first
  • Scripts go through approval process
  • Approved scripts proceed to video creation
  • Videos undergo separate approval process
  • Best For: High-stakes campaigns requiring script pre-approval

Video Only Workflow

  • Direct video submission and approval
  • Single approval process
  • Faster turnaround time
  • Best For: Trusted influencer relationships, simple content

Script Only Workflow

  • Text-based content submissions
  • Single approval for written content
  • Best For: Blog posts, captions, written reviews

Step 4: Budget and Metrics Planning

Set campaign parameters:

Budget Allocation

  • Total Campaign Budget: Overall spending limit
  • Per-Influencer Budget: Individual payment caps
  • Content Budget: Production and creation costs
  • Platform Fees: Infloq service charges

Target Metrics

  • Planned Posts: Expected content pieces
  • Planned Views: Projected reach
  • Engagement Target: Expected interaction rates
  • Conversion Goals: Sales or action objectives

Step 5: Audience and Targeting

Define your ideal influencer profile:

Creator Audience Targeting

  • Demographics: Age, location, interests
  • Follower Count: Micro, macro, or mega influencer tiers
  • Engagement Rate: Minimum interaction requirements
  • Content Style: Video, photo, story preferences
  • Platform Focus: Primary social media channels

Genre and Niche Selection

  • Industry categories
  • Content themes
  • Brand alignment factors
  • Audience overlap requirements

Step 6: Workflow Assignment

Selecting Approval Workflows

  1. Choose from existing workflow templates
  2. Customize stages for campaign needs
  3. Set approval flow type:
    • Sequential: Stage-by-stage approval
    • Parallel: Simultaneous multi-team review

Pre-Approval Configuration

  • Assign pre-approvers if needed
  • Define pre-approval criteria
  • Set timeline for initial review

Approval Team Assignment

For each workflow stage:

  1. Select specific team members
  2. Assign backup approvers
  3. Set stage-specific timelines
  4. Define approval checklists

Step 7: Campaign Guidelines

Create comprehensive content guidelines:

Brand Guidelines

  • Voice and tone requirements
  • Visual style specifications
  • Logo usage rules
  • Color and font requirements

Content Requirements

  • Format specifications (video length, image dimensions)
  • Platform-specific requirements
  • Hashtag and mention requirements
  • Disclosure and compliance needs

Prohibited Content

  • Restricted topics or themes
  • Competitor mentions
  • Inappropriate content definitions
  • Legal compliance requirements

Campaign Lifecycle Management

Pre-Launch Phase

Campaign Setup Verification

  • All workflow stages properly configured
  • Team members assigned and notified
  • Budget allocation confirmed
  • Guidelines documentation complete
  • Influencer recruitment strategy defined

Testing and Validation

  • Run test submissions through workflow
  • Verify notification systems working
  • Confirm approval team availability
  • Test analytics tracking setup

Launch Phase

Influencer Onboarding

  1. Invitation Process: Send campaign invites to selected influencers
  2. Campaign Briefing: Provide detailed guidelines and expectations
  3. Timeline Communication: Share deadlines and milestone dates
  4. Support Access: Ensure influencers know how to get help

Initial Submissions

  • Monitor first content submissions
  • Provide quick feedback to set expectations
  • Address any workflow issues immediately
  • Ensure all stakeholders are engaged

Active Management

Daily Operations

  • Review Dashboard: Check for pending approvals
  • Monitor Timelines: Identify potential delays
  • Communication: Respond to questions and issues
  • Quality Control: Ensure approval standards are maintained

Progress Tracking

  • Content submission rates
  • Approval cycle times
  • Budget utilization
  • Influencer engagement levels

Campaign Optimization

Performance Analysis

Regular review of key metrics:

  • Approval Efficiency: Average time per stage
  • Content Quality: Approval vs. rejection rates
  • Budget Performance: Spending vs. planned allocation
  • Timeline Adherence: On-time completion rates

Workflow Adjustments

Based on performance data:

  • Modify approval timelines
  • Adjust team assignments
  • Streamline bottleneck stages
  • Update approval criteria

Campaign Completion

Final Review

  • Verify all content approved and published
  • Complete budget reconciliation
  • Archive campaign materials
  • Document lessons learned

Performance Reporting

  • Comprehensive campaign analytics
  • ROI calculation and analysis
  • Influencer performance evaluation
  • Recommendations for future campaigns

Campaign Analytics

Real-Time Monitoring

Track campaign progress through:

  • Submission Pipeline: Content in various approval stages
  • Timeline Performance: On-time vs. delayed submissions
  • Team Performance: Individual approver metrics
  • Budget Utilization: Real-time spending tracking

Performance Metrics

Content Metrics

  • Total pieces created and approved
  • Average approval cycle time
  • Content quality scores
  • Revision and rejection rates

Financial Metrics

  • Budget utilization percentage
  • Cost per piece of content
  • ROI calculations
  • Payment processing status

Engagement Analytics

Once content goes live:

  • DQ Score: Content quality assessment
  • Engagement Rate: Likes, comments, shares
  • Reach Metrics: Impressions and audience size
  • Conversion Tracking: Click-through and action rates

Best Practices

Campaign Planning

  • Clear Objectives: Define specific, measurable goals
  • Realistic Timelines: Allow adequate time for approvals
  • Comprehensive Guidelines: Prevent revision cycles with clear direction
  • Stakeholder Alignment: Ensure all teams understand requirements

Workflow Management

  • Efficient Processes: Design workflows for your team's capabilities
  • Regular Communication: Keep all participants informed
  • Quality Standards: Maintain consistent approval criteria
  • Continuous Improvement: Refine processes based on results

Influencer Relations

  • Clear Communication: Provide detailed briefs and timely feedback
  • Fair Compensation: Ensure transparent and timely payments
  • Relationship Building: Foster long-term partnerships
  • Performance Recognition: Acknowledge excellent work

Troubleshooting Common Issues

Slow Approval Cycles

  • Review and optimize workflow stages
  • Add parallel processing where appropriate
  • Ensure adequate approver availability
  • Implement automated reminders

Budget Overruns

  • Monitor spending in real-time
  • Set up automatic budget alerts
  • Review payment approval processes
  • Implement tighter budget controls

Content Quality Issues

  • Strengthen approval checklists
  • Provide more detailed guidelines
  • Improve influencer briefing process
  • Implement additional review stages

Timeline Delays

  • Analyze bottleneck stages
  • Adjust approval timeframes
  • Improve task prioritization
  • Enhance team communication

Next Steps

Successful campaign management requires careful planning, efficient execution, and continuous optimization based on performance data.