💡 This feature is currently in beta. If you encounter any issues or have suggestions for improvement, please contact our Support team by emailing [email protected].
Flexible briefs allow brands to easily start affiliate, ambassador, or influencer campaigns - leaving it up to creators to share content on any platform of their choice, without strict guidelines from brands.
How to Set Up Flexible Briefs
Step 1: Create Your Content Guidelines
From your initials in the bottom left corner > Select Workspace Settings
Click Content Guidelines at the left options bar
Select a Project
Click the blue New Content Guideline Button > Click Select A Blank Template
Select Blank Flexible Deliverable Template > Click Use Template
Give your template a name (internal) and fill out the sections included.
Click Save!
Video Walkthrough
Video Walkthrough
Step 2: Set up your Brief Template
Go to the project where you want to set up the briefs template.
Click on "Settings" and then "Project Settings".
Select Briefs in the tabs > Flexible Briefs > Edit Template
Customize your Introduction.
Under Content Requirement, select the Content Types available.
If no due date is required, check "No Due Dates".
If a due date is required, leave it unchecked and indicate the number of days for deliverables to be submitted from the day the brief is sent.
Click the Add Deliverables button if you want creators to post more than one content.
Add a Flexible Content Guideline which will apply to all Content Types.
You can either create a new one or select an existing guideline.
Select from Compensation options for this project.
Choose the Content Usage Rights from the drop down.
Customize your Brief Email Template
You can also customize this from Workspace Settings > Message Templates
Review your Flexible Briefs template and click Save!
Video Walkthrough
Video Walkthrough
How to Send Flexible Briefs
From your project > Briefs stage > Send Briefs substage
Single Member: Use the Action Column status Send Briefs
Bulk Send: Select multiple or all members > click the Send Briefs button.
Send the Template, or make any customizations needed.
Once done, you can click Send Briefs.
Video Walkthrough
Video Walkthrough
💡 Since this feature is still in Beta, please take note of the following:
1. Creators do not link their insights in a Flex Brief, make sure you have an alternative method to have creators link their Instagram Insights.
2. There isn't a way yet to submit Pinterest Pins thru Flexible briefs
Frequently Asked Questions
How are Flexible Briefs different from Standard Briefs?
How are Flexible Briefs different from Standard Briefs?
Since the main goal of flexible briefs is to help brands easily launch campaigns with a large number of members, the key principles of flexible briefs are:
a) Offer flexibility to creators in deciding which content type to use
b) Offer flexibility to creators in deciding when to deliver content
c) Minimize touches needed to send briefs
d) Minimize coordination costs and friction in accepting briefs.
The key feature differences between flexible briefs and standard briefs are:
When should I use Flexible Briefs versus Standard Briefs?
When should I use Flexible Briefs versus Standard Briefs?
We recommend using Flexible briefs if the following conditions are true for your campaign:
You have to activate a large number of creators and want the most frictionless experience possible.
You don’t mind what content type (e.g 1 IG Reel or 1 Tiktok video) creators use for their content
You don’t have hard deadlines for producing content and want to let creators choose when they want to post
You are sending briefs to creators with a fixed flat fee payment or no payment at all.
On the other hand, we recommend using Standard briefs if the following conditions apply:
You want the creator to produce content using a predefined content type (1 IG Reel AND 1 TikTok video).
You have hard deadlines for producing content and would like the creator to adhere to them
You want to request ad permissions upfront at the time of sending briefs.
You want to offer different flat fee payment amounts across different creators being sent briefs
You want to review and approve content before it is posted live