Relationships - Overview

Your relationships board can be found by clicking on “Relationships” on the left side bar.

If you haven’t saved creators yet, it would be empty. So make sure you save some creators using Discovery or the Chrome extension.

Stages

Your relationships are split into 5 natural stages of progression.

Prospects: Influencers that are saved but yet to be reached out to.
Reached Out: You’ve reached out to these ones.
In Conversation: They’ve responded and you are now in talks with them.
Onboarded: You have worked out a successful collaboration!
Rejected: Sometimes it’s not meant to be.

You can search for any specific creators in your relationships by using the search box on top.

Stage customization is available, allowing you to create a preferred seeding funnel view with custom stages. You can also set automatic stage update rules to automate the movement of creator lead cards from one stage to another. For detailed instructions on setting this up in your Settings, please refer to this article:

Movement between stages

You can always drag and drop the creator cards wherever you want. But SARAL does it automatically to save you time.

When you save a creator, they’re in the Prospects column. Once you add them to an email campaign, they automatically move to the Reached out column. Once they respond, they’ll move to the In-Conversation section. When you ship a product or generate an affiliate link, it moves them to Onboarded.

Then depending on how your conversation goes, you may move them to Rejected.

Filters

You can filter your relationships board in three ways:

Filter by List
Filter by Tags
Filter by Delivery Status

Filtering by List
On the top left of your relationships board, you will find a dropdown that might say “All”. Open the dropdown and you should be able to filter your relationships to only view a particular list.

Filtering by Tags
You can add tags for types of influencers, the kind of collaboration you’re doing with them, or sub-stages like “Contract Sent”. Basically, use tags to segment your influencers however you want.

You can filter by tags from the top right. Click on “Show Filters”, then select the tag you want to filter by. You can select one or multiple tags:

You can save your filtered board as a new list if you want. This would be useful if you want to send a specific email campaign to a certain segment of your community.

Filtering by Delivery Status
Right below the Tags option under “Show Filters”, you will see “Delivery Status”. Click on that to filter by shipment delivery status.

This would be helpful in case you want to follow-up with people who have received products, for example.

The creator cards

Let’s talk about the individual cards themselves. Not only can you drag and drop, you can also click on the cards to open up a preview of their profile.

Upon clicking, it opens up a preview that shows you some essential information and allows you to do basic actions:

The creator quick view

On the left of the creator quick view, you can see their profile picture, bio, visit their profile, and click on “Send DM” button to send them a DM on Instagram. You can also edit their name and email right here, if needed. You can also take some quick key actions directly from the profile quick view:

• You can Generate a Discount code or Affiliate link right here (or copy it if it’s already generated)

• You can add tags to their profile quickly in order to segment them later.

• You can take quick notes about anything you want, on the right hand side of the quick view pop up.

If you click on “View Full Profile”, it will open up the creators full profile. Learn more about that here:
Influencer Profile Page Ops

Still have questions?

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!