How does Promoty Influencer CRM work?

Our Influencer Relationship Management tool is meant for marketers who want to level up relationships with their social media collaboration partners.

Let’s have a look at how our CRM tool works 👇🏼

1. Using boards & columns

You can organise your influencers by boards and columns which makes it easy to keep track of different campaigns or brands, collaboration progress, etc.

▸ Creating a new board

To create a new board, simply just click on “Create a new board”

Deleting boards and columns

To create a new board, simply just click on “Create a new board”

Promoty influencer relationship management tool

To delete a column, click on the three dots on top right, then choose “Delete column”.

Promoty influencer relationship management tool

Naming a board/column

To set a name for your board/column or rename it, open a board and click on the current name. If it turns black, you can just write a new name for it.

Moving columns and influencers

You can easily drag and drop your columns to change the order of them. For that, just click and hold a column you want to move, then drag it to the place you want.

Btw! You can move your influencers in a column the same way.

▸ Adding influencers to a board

To add influencers to a board, click “Add influencers” where you have the option to add an Instagram, TikTok, or YouTube account by their profile URL or username

influencer relationship management tool

▸ Moving columns and influencers

You can easily drag and drop your columns to change the order of them. For that, just click and hold a column you want to move, then drag it to the place you want.

Btw! You can move your influencers in a column the same way.

2. Notes and labels

For every influencer, you can add notes, labels and reminders that won’t be seen by influencers. Those are good for remembering small details about your collaboration partners: for example their birthday, product preferences, collaboration progress, and so on.

▸ Notes

To add a note for someone, just open up an influencer’s profile in a board and click on “Add a note”.

PS! If you have an influencer on more than just one board, you can see the same notes for them on each.

influencer relationship management tool

▸ Labels

The difference between notes and labels is that you can see labels directly on your board – this makes it easier to organise your influencers and keep track of the collaboration progress.

You can manage your labels when you go to a board and click on “Labels” on top right, then choose “Manage labels”.

influencer relationship management tool

Make sure to click “Save” once you’ve created a label!

You can create multiple labels and add them to influencers. Just click on an influencer and on the left you can see “Labels”. Click on “Edit” to apply labels for them.

influencer relationship management tool

3. Influencer view

After you’ve added an influencer to a board, you can click on them and the influencer’s insights view opens. On the left you can see their account analytics, notes and labels you’ve added (those can’t be seen by the influencer but only your team). On the right side you can chat with them, see detailed analytics of their account, contact and shipping information, as well as share comments with your team.

influencer relationship management tool Promoty

That’s how an influencer’s profile looks on Promoty

4. Messaging influencers

You can message your influencers directly on Promoty but there are two ways your messages will be delivered.

If the influencer has Promoty app installed, they’ll see your messages on their app.

influencer relationship management tool chat
influencer relationship management tool chat

▸ If the influencer doesn’t have Promoty app, you’ll need to add their email address and your message will be sent to their email inbox.

That’s how an influencer sees your message sent from Promoty in their email inbox

5. Tracking collaboration content

To keep track of all the content posted by your influencers, click on “Content” in the top middle of your board.

influencer relationship management tool Promoty

There you can enter your campaign or brand hashtag which’s content you’d like to keep your eyes on. 

PS! You can only add one hashtag per board and only content posted by influencers in that board will be tracked.

influencer relationship management tool Promoty

6. Team collaboration tools

To make sure everyone from your team can keep track of the brand’s relationships with influencers, you can add as many members as you want to your team and share comments with them directly on the platform.

▸ Adding team members

To add members to your team, click on the + sign on top right of the page. Then invite them to join by email.

influencer relationship management tool Promoty
influencer relationship management tool Promoty

▸ Sharing comments about an influencer with your team

To share comments about an influencer with your team, just click on the influencer and choose “Team comments” on the top right. The comments will only be visible to your team, not the influencer.

influencer relationship management tool Promoty

Not using Promoty yet?

You can get access to all those features for only 50€ a month. In addition to our CRM tool, you can also use our Influencer Discovery to look for new Instagram or TikTok influencers from any place in the world.

If you have any questions, we’re always happy to give you all the answers via [email protected]!

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