Learn how to create and manage collaborations from start to finish.
Collaborations are how you define the work you want influencers to do for your brand, whether that's sharing discount codes, posting content, or creating assets for you to use. Each collaboration is a self-contained brief with its own reward structure, terms, and content requirements.
Core Concepts
When you create a collaboration, you'll choose a type that matches the action you want influencers to take. Each type unlocks different configuration options.
| Type | What it does | When to use it |
|---|---|---|
| Sales | Influencers share a personal discount code with their audience | You want to track revenue driven by each influencer |
| Post content | Influencers post branded content to their social channels | You need content published on influencer accounts |
| Create content | Influencers create content for your brand to repurpose | You want assets for your own channels, ads, or website |
Creating a Collaboration
To create a collaboration, navigate to Collaborations in the sidebar and click Create collaboration.
You'll first be asked to select which programme this collaboration belongs to. Programmes are the top-level container for organising your influencer activity - each collaboration lives under a single programme.
Once you've selected a programme, you'll choose a collaboration type and enter the setup wizard. The wizard has six steps:
Step 1: Details
The details step captures the basics of your collaboration.
| Field | Required | Description |
|---|---|---|
| Name | Yes | An internal name for this collaboration. Influencers won't see this — it's for your team's reference. |
| Description | No | An optional internal description (up to 500 characters) to give your team more context. |
| Product gifting | No | Toggle this on if the collaboration includes sending physical products to the influencer. This is tracked for reporting but managed outside the platform. |
Step 2: Actions
This is where you configure what the influencer does and how they're compensated. The options shown here depend on the collaboration type you selected.
Follower Incentive
For sales collaborations, you define the discount that the influencer's audience receives when they use the shared code.
| Option | Description |
|---|---|
| Percentage discount | A percentage off the order (1–100%). Example: "15% off your first order" |
| Fixed amount | A fixed monetary discount. Example: "£10 off your first order" |
| Minimum spend | Optional. Require a minimum basket value before the discount applies. |
A live preview shows exactly what the offer will look like to customers.
Influencer Compensation
Define how the influencer is rewarded for completing this collaboration.
| Option | Description |
|---|---|
| Fixed fee | A one-off payment in your chosen currency (GBP, USD, or EUR). |
| No compensation | The influencer receives no direct payment. You can optionally require approval before the influencer begins work. |
Content Requirements
Control the volume and type of content the influencer needs to produce.
| Option | Description |
|---|---|
| No restriction | No limit on the number of posts. |
| Total number of posts | A single cap across all platforms. |
| Posts per platform | Separate limits for Instagram and TikTok. |
| Posts per type | Granular limits by format — Feed posts, Reels, and Stories. |
You can also toggle content approval to require influencers to submit content for your review before publishing.
Step 3: Briefing
Provide influencers with a creative brief so they know exactly what you expect.
You can link to an external brief — a Google Doc, Notion page, PDF, or any publicly accessible URL. This keeps your brief in a format you're already comfortable with while making it easily accessible to influencers.
A strong brief includes brand guidelines, key messages, do's and don'ts, and example content. The more specific you are, the better the content you'll receive.
Step 4: Agreements
Define the terms that govern this collaboration. When an influencer accepts, it creates a binding agreement.
| Option | Description |
|---|---|
| Standard programme terms | Use the default terms already set at the programme level. Best for collaborations that don't need special conditions. |
| Custom terms | Layer additional collaboration-specific terms on top of your standard programme terms. |
| Custom terms with free text | Add both structured terms and a free-text field for unique requirements. |
When using custom terms, you'll need to confirm that:
- You've reviewed and approved the terms
- You have the authority to bind your organisation
- Influencers can begin work immediately upon accepting
Once an influencer accepts a collaboration, the agreement becomes binding. Make sure your terms are finalised before setting the collaboration live.
Step 5: Preview & Copy
See exactly how your collaboration will appear to influencers in their dashboard, and customise the copy for each locale.
You can switch between two views:
- Dashboard view — How the collaboration appears in the influencer's collaboration list
- Collaboration page view — The full detail page an influencer sees when they click into the collaboration
Customising Copy
Every piece of text shown to influencers is editable. You can customise:
- Title and description
- Action type label
- Reward and commission information
- Tooltips and helper text
- Call-to-action button text
- "Learn more" content (supports markdown)
If your programme supports multiple locales, you can tailor the copy per locale to ensure it reads naturally in each language.
Step 6: Summary
Review everything before creating. The summary step shows a consolidated view of all your settings across four cards:
- Details — Name, description, and product gifting status
- Actions — Incentive, compensation, and content requirements
- Briefing — Link to your creative brief
- Agreements — Which terms apply
When you're happy with the setup, click Create collaboration. This saves the collaboration in Draft status — it won't be visible to influencers until you explicitly set it live.
Collaboration Lifecycle
Every collaboration moves through a series of statuses. Understanding these helps you manage your collaborations effectively.
| Status | What it means | What you can do |
|---|---|---|
| Draft | Saved but not visible to influencers. Fully editable. | Edit, set live, or archive. |
| Live | Published and visible to influencers. Read-only. | Stop or view (no edits). |
| Stopped | Paused. No longer visible to influencers but preserves all data. | Resume, or archive. |
| Archived | Hidden from all views. Cannot be edited or reactivated. | View only. |
Once a collaboration is live, you can't edit it directly. If you need to make changes, stop the collaboration first, then create a new one with the updated settings.
Managing the Collaborations List
The Collaborations page gives you an overview of all your collaborations in a sortable, filterable table.
Each row shows:
| Column | Description |
|---|---|
| Name | The internal name you gave the collaboration |
| Type | The collaboration type (e.g., sales, Post content) |
| Programme | Which programme the collaboration belongs to |
| Status | Current lifecycle status |
| Schedule | Start and end dates, if set |
| Actions | Quick actions dropdown (edit, set live, stop, archive, etc.) |
By default, the list filters to Live, Draft, and Stopped collaborations. You can adjust the filter to include archived collaborations if needed.
Discount Codes
For sales collaborations, each influencer gets a personal discount code to share with their audience. Here's how codes flow through the system.
How Codes Are Assigned
Discount codes are not generated automatically — they're assigned by your team. This gives you full control over the codes, which typically come from your e-commerce platform (Shopify, Magento, etc.).
The process works in two directions:
From the Influencer's Side
- The influencer joins a sales collaboration
- They see a message that their code hasn't been assigned yet
- They click Request coupon code to notify your team
- Once assigned, the code appears on their dashboard with a copy button
Coupon Code
From the Merchant's Side
- You receive the influencer's code request (visible on their profile)
- Navigate to the influencer's profile page
- Go to the influencers page
- Select "View profile" on the influencer
- Click "view full profile" from the sidebar that opens
- Click to open the Edit discount code modal
- Enter the unique discount code from your e-commerce platform
- Save - the code is immediately visible to the influencer
Each discount code must be unique. The system validates this to prevent duplicate codes being assigned to different influencers.
Where Influencers See Their Code
Once assigned, the influencer sees their personal code prominently displayed on their collaboration detail page, along with:
- The code itself (with a one-click copy button)
- A "How to use your code" guide
- The discount value their audience receives
Best Practices
Keep collaboration names descriptive. Since names are internal, use them to help your team distinguish between similar collaborations. For example: "Summer 2025 — Instagram Reels — 20% off" is more useful than "Summer collab".
Set up your brief before going live. Influencers see the brief immediately when a collaboration goes live. Having a polished brief ready avoids confusion and back-and-forth.
Use custom terms sparingly. Standard programme terms cover most scenarios. Only add custom terms when a collaboration has genuinely unique requirements - extra complexity can slow down influencer acceptance.
Assign discount codes promptly. Influencers can't start driving sales until they have their code. A fast turnaround on code requests keeps momentum going and shows influencers you're responsive.
Review before going live. The summary step exists for a reason. Double-check compensation amounts, content requirements, and terms - once a collaboration is live, you'll need to create a new one to make changes.