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Guide to Taking Over an Existing Account

Use this resource as a guide if you're newly responsible for managing an existing Aspire account.

Written by Ana Lopez

We know that it can feel daunting to take over an existing account that’s been up and running for a while, especially if you haven’t used Aspire before. But you don't have to dive in alone - we're here to help! 😊

Watch this video walkthrough and review the written guide below:

Let’s begin with the basics.

First, connect the email address you wish to communicate with members from. To do so, click Settings in the left navigation, then select either Gmail or Outlook under Integrations. Follow the prompts to connect your account.

Items to Review

Use the checklist below to review each active campaign. Open Campaigns in the left navigation and use each campaign's Workflow tab to see which stage every creator is in:

  1. Respond to any new messages

  2. Follow up with members “in progress”

    1. Ship product to creators who are waiting on it

    2. Send any payments that are due

  3. Review recent creators in “Completed” to ensure they don’t have any follow-up questions and have submitted all their content.

  4. Look at your Content Hub (including its Analytics tab) and the Social Summary report under Reporting to see what you’ve received so far and what content is performing well, so you have an idea of where you’re at.

  5. Determine next steps:

    1. Continue to run current campaign

      1. Review new applicants (for affiliate programs, check the Recruit tab under Commerce)

      1. Make sure to reactivate top performers by inviting them to collaborate again. The Contact Hub (Contacts in the left navigation) has saved views that make it easy to find your best performers.

If you need to get up to speed on how to use Aspire, our Help Center is full of articles, video tutorials, and an in-depth Getting Started Guide.

Our Support Team is also available to answer any questions you may have! Click the green bubble in the bottom right corner of your screen to start a chat, or email us directly at [email protected].

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