Best Practice #1: Assign Creators to Team Members
Assigning creators to specific team members ensures each creator has a clear point of contact, which helps streamline communication and improves accountability. It also minimizes confusion within larger teams by making it easier to track who is managing which relationships and tasks.
To assign creators to team members, navigate to the creator's member profile, hover over the field "Relationship Owners" on the right-hand side, then select the team member(s) you want to assign as the relationship owner(s).
You can also assign creators in bulk from the Members tab. Select multiple members, click the three dots, choose "Assign Relationship Owner," and then select the team member(s) you want to assign as the relationship owner(s).
Best Practice #2: Reassign Messages to Team Members
If you receive a message that isn’t related to the campaign you're working on or the member you're managing, you can reassign it to the appropriate team member. This ensures that the right person handles the right tasks, keeping your workflow organized and preventing miscommunication.
This is especially important when team members are managing different campaigns or creators, ensuring that all relevant information reaches the correct team member without delay.
To do this, hover over the "Assigned to" section in the upper-right corner of the message, click the pencil icon, and select the team member(s) you wish to assign the message to. You can assign messages to multiple team members if needed.
Best Practice #3: CC Your Team Members Before Going Out of Office
If you're messaging creators from your individual email, it’s recommended to CC your team members when you're going out of office or will be unavailable. This ensures your team can seamlessly continue conversations without missing a beat, preventing any communication gaps.
To include a team member in an email thread, assign them to the message, then add their email address in the CC field and reply to the thread.
Note: Unless you're using a shared email, your teammates won’t be able to reply to existing email threads unless they are CC'd. They can start a new thread with a member to continue the conversation.
Best Practice #4: Mark Messages as "Done"
Treat your inbox like a to-do list by marking messages as "Done." This keeps you organized and provides a sense of accomplishment as you complete each task.
In the "Assigned to Me" section of your inbox, you can mark messages as done in two ways:
Hover over the email in the list, and click the checkmark icon that appears to the right of the message.
Open the email and click the checkmark icon in the upper-right corner of the message.
Once marked as "Done," the message will be removed from the "Assigned to Me" folder. To view all messages marked as done, click the dropdown menu labeled "To Do" and toggle it to "Done."
If you accidentally mark something as done, simply toggle to the Done section, select the email, and click the Mark as To-Do icon in the upper-right corner of the email.
Note: You can only mark a message as "Done" or "To-Do" if the thread is assigned to you.
Best Practice #5: Use the App Notifications Folder
By narrowing down notifications to only the ones that matter most, you can prioritize tasks and responses more efficiently, improving productivity and ensuring that important messages or tasks don't get lost in the shuffle.
This is especially helpful for finding content that has been submitted for review, identifying new posts that have gone live, and tracking order requests that need approval.
Within the App Notifications folder in your inbox, you can filter by thread type. Select one or more thread types from the dropdown, and you’ll only see notifications for the selected types.
Best Practice #6: Use Inbox Filters
Using inbox filters allows you to quickly find the exact messages you're looking for, saving you time and ensuring that you stay organized.
To use inbox filters in Aspire, simply click on the filter icon in the search bar at the top of your inbox. You can filter messages by fields such as From, To, Assigned to, Date, and even the Subject. You can also choose to view only Emails or Instagram Direct Messages (IGDMs), making it easy to manage communication across different channels.
For more details on how to use filters, check out this help article.