Within the CRM, you have the ability to message and connect with creators directly in the platform. This includes: sending a quick note, asking them to link their social account(s), or inviting them to a campaign.
Below, we'll walk through these different messaging options in the CRM!
- Navigate into the Creator Profile.
- Click - or Send Message icon - on the top right; a dropdown menu will appear.
- In the dropdown menu, select one of the three options:
• Send message: send an email to the creator with no template added.
• Invite to Campaign: send an Invited email template, which will ask the creator to join the selected campaign.
• Invite to Link Accounts: send an Invite to Link Accounts email template, which will ask the creator to authenticate their social account(s).
- After selecting and customizing the email, click the button on the bottom right.
Note: To be able to successfully send a message, an email must be added into the creator's profile. You can add their email address on the top right of the Send message modal.
Have questions? Don’t hesitate to contact us!