Your relationships board serves as a CRM view for managing your seeding funnel. By default, it is divided into 5 key stages of your conversation progression with Influencers:
Prospects: Influencers who are saved but haven’t been reached out to yet.
Reached Out: Influencers you’ve contacted through email drips.
In Conversation: Influencers who have responded and are actively engaged in discussions.
Onboarded: Influencers you’ve successfully partnered with.
Rejected: Influencers who didn’t align with your partnership goals.
Movement between the first three stages is automated based on simple rules: Adding an Influencer to the list places them under Prospects. Once an email drip is sent, the system moves them to Reached Out, and any reply from the Influencer automatically moves them to In Conversation. After this, you can manually move them to Onboarded or Rejected based on the outcome of your discussions.
Custom stages allow you to further personalize the Relationships Board to fit your specific workflows, processes, and partnership types. For example, if you're managing paid collaborations, you may want to include additional stages, such as Contract Sent or Contract Signed, to track the progress of legal agreements. Another common customization is adding a DM Sent stage to track leads who were contacted via social media.
These custom stages provide flexibility, allowing you to tailor your Relationships Board to suit your unique needs.
Setting up personalized custom stages is easy. Just follow these steps:
Go to your Settings > Preferences.
Scroll down to 
Custom Relationship Stages and toggle the icon on.
Create a New Stage, label it, assign a color, and then follow the on-screen instructions.
Here’s a quick video tutorial on how you can customize your relationships board 
.
Upon creating a new stage, you'll also have the option to set up an Automatic Stage Update Rule. See how it works below. 
Once your custom stages are set up, you can automate the movement of influencers between stages based on specific conditions. For example, when a contract is signed, influencers will automatically move to the designated stage. SARAL simplifies this process with automatic stage update rules.
Here's how to set it up:
Go to Settings > Preferences > Custom Relationship Stages.
Click on your preferred Stage.
Choose the condition (or multiple conditions) that will trigger the movement of an influencer card from one stage to another. Currently, the available triggers are: Email Sent, Reply Received, Contract Signed, Link or Code Generated, Post Tracked, Product Shipped, and Tag Added.
Another cool feature: You can now fine-tune how influencers move through your stages with 'Change Once' and 'Change Always' options. These settings allow you to:
'Change Once': Moves influencers to a stage only once (e.g. after shipping) to prevent accidental shifts.
'Change Always': Automatically moves influencers to a stage every time the condition is met.
This automation ensures influencers are always in the correct stage based on your set criteria. With these powerful customization options, you can optimize your Relationships Board to better align with your goals and keep things running smoothly.
Reach out anytime via the support chat at the bottom-right corner of your dashboard, or email us at support@getsaral.com. We’re happy to assist!
