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Influencer Management

What Is an Influencer Account?

An Influencer Account is created when an agency invites a creator to collaborate. The agency connects the creator’s Instagram account, manages automation and reporting, while the creator retains full ownership of their account.


Capabilities of Influencers

As an agency managing influencers, you can: 

  • Invite influencers (KOLs) to join your workspace
  • Connect their Instagram accounts for automations and campaigns
  • Manage automation workflows and landing/link pages for each influencer
  • Monitor performance and reporting for each influencer account
  • Remove or revoke access of influencers from your workspace


How an Agency Can Invite an Influencer

Steps to Invite a KOL

  1. Go to Dashboard > Influencers (or “Clients” tab)
  2. Click “Invite Influencer”
  3. Enter the influencer’s email address and Instagram handle
  4. Choose the influencer’s role or scope (if applicable)
  5. Click “Send Invitation”
  6. Once the influencer accepts the invitation, their account will appear under your managed clients

What Happens After Invitation

  • The influencer receives an email with a link to join your agency workspace
  • After acceptance, you can connect their Instagram account and start automation
  • Until they accept, their status will show “Pending” in your list

Managing Your Influencer List

Once influencers are added, you can: 

  • View a list of all invited influencers with status indicators: Active (accepted) or Pending (invitation sent, not yet accepted)
  • Remove an influencer from your workspace if needed
  • Filter or search the list by name or status

Onboarding an Influencer for Automation & Reporting

After an influencer is active: 

  1. Connect the influencer’s Instagram account if not already connected
  2. Set up automation workflows (DMs, comments, landing/link pages) specific to that influencer
  3. Enable reporting to monitor performance (messages sent, clicks, conversions)
  4. Repeat this setup for each influencer you manage