Getting Started with Infloq

Quick start guide to set up your first campaign, teams, and workflows in Infloq.

Welcome to Infloq! This guide will walk you through setting up your first campaign and getting your team ready to manage influencer content efficiently.

Step 1: Create Your Account

  1. Visit infloq.com
  2. Sign up with your email address
  3. Verify your account through the confirmation email
  4. Complete your organization profile

Step 2: Set Up Your Teams

Before creating campaigns, organize your team members:

Creating Teams

  1. Navigate to Teams in the sidebar
  2. Click Create Team
  3. Add team details:
    • Team Name (e.g., "Legal Team", "Marketing Team")
    • Team Type (Legal, Marketing, Content, etc.)
    • Permissions based on team function

Default Team Types

  • Legal Team: Content compliance and legal review
  • Marketing Team: Brand alignment and strategy review
  • Content Team: Creative and technical content review
  • Agency Team: External agency management
  • Influencer Team: Influencer relationship management

Step 3: Invite Users

Add team members and external collaborators:

User Roles

  • Admin: Full platform access, user management
  • Manager: Campaign creation, monitoring, approvals
  • Viewer: Read-only access for stakeholders
  • Internal: Approval-only access for review teams
  • Agency: Content submission and management
  • Influencer: Content creation and campaign participation

Inviting Users

  1. Go to Users > Invite User
  2. Enter email address and select role
  3. Assign to appropriate team
  4. Set permissions based on their responsibilities

Step 4: Create Your First Workflow

Workflows define how content moves through approval processes:

Basic Workflow Setup

  1. Navigate to Workflows > Create Workflow
  2. Enter workflow name (e.g., "Standard Content Approval")
  3. Set maximum approval time
  4. Define approval stages:

Example Workflow Stages

  1. Content Team Approval: Initial creative review
  2. Legal Team Review: Compliance and legal check
  3. Marketing Approval: Brand alignment verification

Approval Flow Options

  • Sequential: Content moves through stages one by one
  • Parallel: Content goes to all approvers simultaneously

Step 5: Set Up Your First Campaign

Campaign Creation Process

  1. Go to Campaigns > Create Campaign
  2. Select Brand and Product: Choose or create your brand/product
  3. Campaign Details:
    • Campaign name and description
    • Budget allocation
    • Timeline and deadlines
    • Target metrics (planned posts, views)

Content Type Selection

Choose your content approval flow:

  • Script + Video: Two-stage approval (script first, then video)
  • Video Only: Direct video submission and approval
  • Script Only: Text-based content approval

Workflow Assignment

  1. Select your pre-created workflow
  2. Choose approval flow type (Sequential/Parallel)
  3. Add pre-approvers if needed
  4. Assign specific team members to each approval stage

Campaign Guidelines

Add specific guidelines for this campaign:

  • Brand voice requirements
  • Content restrictions
  • Technical specifications
  • Compliance requirements

Step 6: Launch and Monitor

Going Live

  1. Review all campaign settings
  2. Click Create Campaign
  3. Share campaign details with agencies/influencers
  4. Monitor submissions in the dashboard

What Happens Next

  1. Content Submission: Agencies/influencers submit scripts or videos
  2. Approval Flow: Content moves through your defined workflow
  3. Notifications: Team members receive email and platform notifications
  4. Tracking: Monitor progress in real-time dashboard
  5. Analytics: View performance once content goes live

Quick Tips

  • Start Simple: Create a basic workflow first, then add complexity
  • Test the Process: Run a sample submission to verify your workflow
  • Set Clear Guidelines: Detailed campaign guidelines reduce revision cycles
  • Use Templates: Save successful workflows as templates for future campaigns
  • Monitor Regularly: Check dashboard for stuck approvals or delays

Next Steps

Need Help?

Ready to streamline your influencer content operations? Your first campaign is just a few clicks away!