Setup Guide

Welcome to Infloq! This comprehensive setup guide will walk you through configuring your Infloq platform for optimal performance.

Prerequisites

Before beginning setup, ensure you have:

• Organization Admin Access: Administrative rights to create teams and users
• Campaign Requirements: Clear understanding of your approval workflows
• Team Information: List of users and their roles
• Brand Assets: Logos, guidelines, and brand information

Initial Platform Configuration

1. Organization Setup

Complete Your Organization Profile

1. Navigate to Settings > Organization
2. Enter organization details:
   • Organization name and description
   • Primary contact information
   • Industry and company size
   • Time zone and regional settings

Configure Platform Preferences

• Notification Settings: Email and in-platform notification preferences
• Security Settings: Password policies and authentication requirements
• Branding Options: Custom logos and color schemes
• Integration Preferences: Third-party platform connections

2. User Management Setup

Define User Roles Strategy

Plan your user role structure:

• Admins: Platform management and oversight
• Managers: Campaign and team leadership
• Internal Teams: Specialized approval roles
• External Partners: Agencies and influencers

Initial User Creation

1. Create Admin Users: Additional administrative access
2. Set Up Team Leads: Department and team managers
3. Configure Approval Teams: Legal, marketing, content specialists
4. Plan External Access: Agency and influencer onboarding strategy

Brand and Campaign Setup

1. Brand Configuration

Brand Profile Creation

1. Brand Information: Name, description, industry
2. Visual Identity: Logos, colors, fonts
3. Brand Guidelines: Voice, tone, messaging
4. Compliance Requirements: Legal and regulatory needs

Product Organization

Within each brand:

• Create product categories
• Define product-specific guidelines
• Set up product-based workflows
• Configure budget allocation

2. Campaign Template Creation

Standard Campaign Templates

Create templates for common campaign types:

• Product Launch Campaigns
• Brand Awareness Campaigns
• Seasonal Promotion Campaigns
• Influencer Partnership Campaigns

Template Components

Each template should include:

• Pre-configured workflow assignments
• Standard budget allocation frameworks
• Timeline templates with key milestones
• Guidelines and requirement checklists

Workflow Configuration

1. Workflow Design Strategy

Analyze Current Processes

• Map existing approval processes
• Identify bottlenecks and inefficiencies
• Define quality checkpoints and requirements
• Establish timeline expectations

Design Workflow Templates

Create reusable workflow templates:

Standard Content Workflow:

1. Initial content review (Content Team)
2. Legal compliance check (Legal Team)
3. Brand alignment review (Marketing Team)
4. Final approval (Manager/Admin)

Fast-Track Workflow:

1. Combined review (Cross-functional team)
2. Manager approval

Next Steps