Inefficient Communication Channels: Without integrated creator and client portals, campaign managers rely on disparate tools like emails, increasing the risk of miscommunication and redundant effort, which hampers effective influencer collaboration.
Reduced Marketer Productivity: The absence of a streamlined, standardized offer workflow leads to inconsistent processes. Marketers spend excessive time on manual tasks and workaround solutions, ultimately impacting campaign speed and effectiveness.
- Role: Create contact records, collect creator content, schedule payments, generating tracking links, and associating campaign elements.
- Goals: Carry out daily assignments from campaign managers and maintain accurate, up-to-date campaign data in the platform.
- Role: Develop campaign strategies, select creators, create and negotiate offers, review draft content, and collaborate closely with clients.
- Goals: Stay on top of campaign execution and deliver updates on schedule.
- Role: Manage budgets, monitor spending, approve payments, and review campaign elements and associations to ensure compliance.
- Goals: Prevent overspending, enforce company processes, and improve operational efficiency.
- Role: Draft and review creator contracts, provide legal guidance, and mitigate potential risks for campaign managers.
- Goals: Ensure contracts meet legal requirements and protect the company’s interests.
Manually associating different campaign elements was time-consuming and error-prone, requiring extensive manual review and diverting valuable time from strategic activities.
Imagine there are 12 line items in a payment, I have to manually associate it to the content, content type, social handle, tracking link, and platform. That’s 60 associations I had to manually create.
- Campaign Coordinator
Campaign managers relied heavily on external tools like Google Sheets to track campaign progress, as there was no end-to-end workflow within the platform to connect each campaign element.
We have like 6 Google Sheets for each campaign to keep track of campaign progress and make sure everything is recorded in the Flex platform.
- Campaign Manager
Creators and campaign managers relied on emails for invitations, negotiations, content submissions, and draft reviews, causing important communications to be scattered across multiple inboxes.
It takes me 2 hours every day to download content from creator emails, upload to the Flex platform, and make sure it has all the necessary associations.
- Campaign Coordinator
Without robust budget safeguards, campaign managers could overspend on campaigns, negatively impacting profit margins. Admins struggled to assign granular permissions, limiting workflow flexibility.
We have to spend so much time monitoring the campaigns because right now it’s possible for us to control how much can be spent and who has access to spend that money.
- Campaign Operations Manager
The absence of a seamless client portal forced campaign managers to use external tools like Trello and Google Drive to share content for review and gather client feedback, disrupting workflow continuity.
It’s time consuming that we have to download the draft content and caption, put them into a Trello board or Google Drive, and then share with clients for review.
- Campaign Manager
Flex CRM relied on PDFs and eSignature for offer negotiations, leading to frequent contract redlining by creators and prolonged negotiation times, disrupting campaign timelines.
Our team is now spending more time to review creator contracts. Because they are in a PDF format, creators feel like they can push back and negotiate for better terms.
- Legal Team
