Custom Stages allow you to create workflow steps beyond Aspire's default stages, with configurable actions, statuses, and form fields to capture exactly the information you need.
Getting Started
When setting up or editing your Campaign Workflow, make sure you have selected the Custom Stage option from the drop-down list when you Add Stage.
To learn more about this process, check out Campaign Workflow and Stages
Adding a Custom Stage
Go to Campaign Settings → Workflow tab
Click Add Stage, select Custom Stage in the Stage Action dropdown.
Enter a Stage Name, or click Browse templates to choose a template (or Start blank), then click Save.
New custom stages are added to the end of your workflow, so drag the stage to where it belongs, then click Save Workflow.
Configure the new stage in the Custom Stages tab. This tab appears in Settings once your campaign has at least one custom stage.
Custom stages stay on the campaign where you create them. To reuse them, duplicate the campaign.
Selecting a Custom Stage Template
Use a template for the most common steps needed for a standard creator program. These templates streamline setup and are further customizable as needed.
Welcome Email
When a creator is accepted into a program, you can welcome them into the program with a personalized email. Best used for tailored messaging and more hands-on partnerships.
Waiting for Email > Send Email > Sent
For a more streamlined approach, opt for our Follow up after acceptance automation (no stage required).
Content Rates
To aid in negotiations, you can ask for creators to supply their content rates upfront after they have been accepted into your campaign! Easily manage which deliverables you need to collect & add a fillable form to the Creator Portal for streamlined collection.
Info Needed > Done
Concept Review
Need to review a concept or script before the creator starts creating content? Easily add this stage to your workflow, prompting the creator or agent to submit via the Creator Portal.
Wait for Review > Review Needed > Approved > Rejected
Configure Custom Stage Settings
If you chose Start blank or want to edit a template, open the Custom Stages tab in your campaign Settings and update the following:
Name & Description
Customize the description either for internal use or creator use based on Creator Interaction
Need to customize the Custom Stage Name? Navigate to the Workflow setting and edit the stage name.
Statuses
Use statuses to mark and track creators within this custom stage.
Add or remove statuses to adjust the substages within the custom stage. Each stage needs at least two statuses: the Initial status is always the first one in the list (drag a different status to the top to change it), and the Final status is set when you click Mark as Done.
Fields
Add any form fields to collect and track information. Brand-only stages can have fields too.
Available form field types:
Free Text
Number
Yes/No
Checkbox
Date
Single Select
Multi Select
Upload File
Creator Interaction
Toggle on Creator Interaction to determine whether the creator portal shows this stage's form. New custom stages are hidden from creators (marked Hidden from Creators on the Workflow tab) until you turn this on. When you move a creator into a visible custom stage, it appears in their Creator Portal, but they aren't notified by email.
A preview of the Custom stage's creator interaction is available on the right of the setting. When you're done, click Save Stage.
Sample:
Need help? Please contact our Support team by emailing [email protected].