Influencer Marketing: Organization Default Settings Overview

In Influencer Marketing, users in the same brand or agency are considered part of the same organization. Each organization has an assigned administrator who can manage settings for the entire organization.

To get started, navigate to Organization Settings by clicking the user icon in the bottom left and click Settings.

Layers of settings

Influencer marketing includes three distinct layers of settings:

• User settings
• Workspace settings
• Organization settings

User settings include:

• Personal Details

• Security (password change and two-factor authentication)

• Email Signature

• Notifications

Workspace settings include:

• Workspace Details (incl. Activity History)

• Brand Safety

• Brand Fit Score

• Campaign Defaults

• Campaign Creator Flow

• Campaign Summary Template

• Creator List Template

• Payments

• Metrics

• Message Templates]

Organization settings include:

• Organization Details

• Email Configuration

• Profile Custom Fields

• Campaign Custom Fields

• Creator List Custom Fields

• Users

• Teams

• Workspaces

• Security (admin only)

Upload a new logo (under Organization details)

To add or update your organization’s logo:

1. Click Upload new logo.

2. Select the desired logo file and click Open.

You can change the logo at any time.

Campaign defaults (under Workspaces)

Organization admins can manage the Campaign Defaults setting to toggle ON or OFF and set up the Creator Flow.  

Any changes to Campaign Defaults automatically apply to all Campaigns within the Organization. To customize settings for specific Campaigns, use the individual Campaign Settings.

Default Creator Flow (under Workspaces)

Rearrange how the different elements of the Creator Flow show up in your workflow by using the drag and drop feature in Organization Settings. You’ll see this change reflected in the Creator View and some areas of campaigns. You can access this by navigating to Organization Settings > Campaign Defaults.

To hide certain elements of the campaign, navigate to the Creator Flow and toggle the element OFF.

Default summary template (under Workspaces)

You can configure the default template for the following four summary types:

1. Campaign Summary
2. Cross-Campaign Summary
3. Collaborator Summary

Custom fields (under Organization)

Adding a custom field to the creator profile, campaign or creator view offers a convenient place to store relevant information and can be used as a CRM tool.

To add a custom field, navigate to the Organization Settings and click Profile, Campaign, or Creator Lists Custom Fields. 

More information regarding custom fields can be found here.

Metrics (under Workspaces)

Customize how metrics are calculated and displayed throughout the platform so you’re only surfacing the most relevant insights.

To display a metric in your campaign, navigate to Metrics and use the drop-down menus to customize your desired metric.

Click the caret to open the drop-down menu to customize each metric. 

For more information on campaign metrics, head here.

Engagement rate

By default, Influencer Marketing calculates engagement rate (ER) as the number of engagements divided by the number of followers. You can customize how engagement rate is calculated for each post type across different platforms by adjusting your formula settings.

Unlike the default setting, these updated calculations are reflected across Profiles, Campaigns, Creator Lists, and Reports. Please note that the Campaign Summary and Signals Report summaries will display ER as Engagements divided by a blend of the different denominators you've selected across post types (e.g., Views for YouTube and Followers for Instagram).

 

Estimated Views

Influencer Marketing estimates views as a percentage of a profile’s follower size for each network.

1. Hover over a cell and click the pencil icon to edit the value.

2. Enter the percentage.

3. Click Save.

 

Earned media value

Quantify the value of an earned post using actual market values found in digital media (“media value”) through media buying or historical costs previously paid to creators. With Influencer Marketing’s Earned Media Value (EMV) tool, you can quantify EMV at the post-level and get an aggregated campaign EMV in the campaign summary.

Our EMV solution supports 30 different currencies, seven different networks, customizable tiers and can be calculated one of two ways:

1. Value per Metric - Use values informed by relevant benchmarks from digital media buying (such as CPE or CPV) that best relate to your campaign objective or KPI. You can use Influencer Marketing benchmarks or use your own.
2. Value per Content Type - Identify a flat rate per post based on what other creators are paid for for a similar piece of content. 

When changing currencies, the values in the table will zero out and you’ll be asked to recreate these benchmarks in the updated currency. Influencer Marketing automatically converts USD, CAD and GBP.

Any adjustments made in Organization Settings are reflected in all campaigns within the organization. To change the default values for a specific campaign, navigate to the Campaign Settings of the individual campaign.

Value Per Metric

EMV is calculated at the post level by aggregating all values per metric for a creator’s post based on its respective tier. To remove a metric, set its value to $0. 

For example, if a creator received 1,000 likes and 1,000 comments on an Instagram Photo, the EMV for that post would be $2,000. This is because VPL (Value per Like) and VPCO (Value per Comment) are set to $1, while the remainder of the metrics are set to $0.

See below for a list of the different metrics you can use to calculate EMV:

• VPM - Value per Mille (Value per 1K Impressions)
• VPC - Value per Click
• VPL - Value per Like
• VPCO - Value per Comment
• VPS - Value per Share
• VPV - Value per View
  • Can be used interchangeably with VPM depending on the platform and content type.
  • For example: IG stories technically don't distinguish a static frame impression from a video frame view.

Value per Content Type 

Value per Content Type allows users to customize EMV calculations based on the Creator Tier and post type instead of the audience engagement. 

We recommend using Value per Content Type when comparing the potential value of earned content against what was historically paid to creators for previous campaign work.

To add more content types to the calculation, click + Add Content Type near the bottom of the table.

Tier size

Influencer Marketing places creators into tiers based on audience size. You can create or customize tiers within your organization.

1. Navigate to Organization’s Settings and click Metrics.
2. Click the down caret next to Earned Media Value.
3. Click Settings.
4. Select the Tiers tab.
5. Edit the value of any tier and click Save.

Create new tiers

You can also split and name new tiers. In the Tiers tab of Earned Media Value Settings:

1. Click the three dots next to a tier and click Split.

Splitting will create a new tier and by default will be labeled Tier A.

Rename tiers

1. Hover over the title of a tier and click the pencil icon.
   
2. Type in the new name of the tier and click Save.

Delete a tier

To delete a tier, click the three dots next to a tier and click Remove.

There must always be at least two tiers, so the smallest and largest tiers will not have Remove as an option in the pop-up menu. Any modifications to your tiers will be reflected in the EMV calculations in Campaign Settings. 

Show campaign previews on profiles

To preview selected fields from a campaign created within an organization, toggle ON Show Campaign Previews on Profiles from Organization Settings. 

Note: Only an organization admin is able to toggle this feature on and off. 

1. Navigate to Organization Settings and click Show Campaign Preview on Profiles.
2. Toggle Show Campaign Previews on Profiles ON or OFF.

3. Toggle on the campaign metrics you want displayed. These metrics include:
   • Campaign Hashtags
   • Start & End Date
   • Brand Details
   • Campaign Overview
   • Campaign Content

If you have any custom creator or campaign fields, you can also toggle these ON or OFF in your campaign previews.