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How to Set Up a Brief Template
How to Set Up a Brief Template

Save yourself time by setting up a Brief template for your Project

Alisa Arata avatar
Written by Alisa Arata
Updated over a week ago

We understand that sending Briefs is a pivotal stage in your Aspire projects. That said, you can now customize a Brief template for each of your projects, saving you time for more high-value work.
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Prerequisite

The Brief tab will only be visible when the Briefs stage is added to your Workflow. Check out How to Edit Your Workflow Stages if you would like to utilize our Briefs!


Step 1: Accessing your Project's Brief template

  1. Select the Project you plan to set up the template for

  2. Using the Quick Links dropdown, select Project Settings

  3. From your Settings, select the Brief tab:

Step 2: Selecting your Project's Brief type

Flexible Briefs is a beta feature only enabled for a select number of accounts.

If Flexible Briefs is not enabled for your account, you can skip to Step 3. You can reach out to [email protected] if you wish to enable the feature for your account.

From the Brief tab, you can select your Brief type. Flexible Briefs will be the default Brief type for all projects.

If you are unsure if Flexible or Standard Briefs are better for your Project, check out this comparison: Standard vs Flexible Briefs

Select which Brief type is best for this project!

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Step 3: Filling out the Brief template

Depending on your desired Brief type, use the respective section below to learn about the different sections included in your Brief template. Keep in mind, at the time of sending Briefs to your collaborators you can switch to the non-default Brief type for one-off Briefs!

🚨 Important: Before making edits to your Brief template, please connect an email to your account. Without one, you will not be able to save your Brief template and will lose all your work πŸ₯Ί

Standard Briefs

The Standard Briefs template consists of three sections, each of these sections can be personalized at the time of sending Briefs to your collaborators or edited during Brief negotiations:

Compensation

Depending on your Project, you can select any combination of Payment, Free Product, or Commission for your template.

Content Usage Rights

Choose the level of content usage you would like to request from your collaborators. If you have questions about Aspire's usage rights, reach out to your Customer Success Manager or [email protected].

Email Template

Customize your Brief email template directly in the Brief tab or from your Message Templates under Workspace Settings. For tips on writing your Brief email or any other Email Templates, reach out to your Customer Success Manager or [email protected].

In addition to the above sections, Standard Briefs also contain Content Guidelines for each of your deliverables, the option to request Ad Rights, and any Additional Terms and Conditions added to your Account.

Flexible Briefs

The Flexible Brief template consists of seven sections, all of besides the Additional Terms, can be personalized at the time of sending Briefs to your collaborators or edited during Brief negotiations:

Intro

This is an editable blurb that introduces the Flexible Brief!

Content Requirements

In this section, select the Content Types you want to allow Creators to select from in the Project. You can optionally increase the minimum number of Deliverables required and/or require content to be completed in a # of days from when the Brief is sent.

Content Guidelines

Flexible Briefs only have one content guideline that applies to any of the Content Types, which means editing it directly from the Brief Template streamlines the setup process!

Compensation

Depending on your Project, you can select any combination of Payment, Free Product, or Commission for your template. Each of these sections can be customized at the time of sending Briefs to your collaborators or edited during Brief negotiations!

Content Usage Rights

Choose the level of content usage you would like to request from your collaborators. If you have questions about Aspire's usage rights, reach out to your Customer Success Manager or [email protected].

Additional Terms

Not to be confused with the Additional Terms and Conditions you can include in your Standard Briefs. These Additional Terms are Aspire's terms of partnership for creators, and cannot be edited.

Email Template

Customize your Brief Email Template directly in the Brief tab or from your Message Templates under Workspace Settings. For tips on writing your Brief Email or any other Email Templates, reach out to your Customer Success Manager or [email protected].

Once saved, the information included will be pre-filled each time you send a Brief, saving you from having to fill out the same information over and over. You still have the ability to customize your Briefs on a creator-by-creator basis if needed!


Video Walkthrough


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