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Overview of the Contact Hub

Contact Hub is your Aspire CRM — a unified workspace that consolidates contact data, campaign history, ROI metrics, plus affiliate and ad performance into one organized, filterable interface.

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Written by Product Solutions

Getting Started with Contact Hub

What is the Contact Hub?

Contact Hub is your centralized CRM for managing creator relationships. It replaces the previous Members tab and brings together contact information, campaign history, ROI metrics, affiliate performance, ad performance, and social analytics into a single, organized workspace — giving you everything you need to make informed decisions about your creator program.

Navigating the Contact Hub

To access the Contact Hub, click Contacts in the left navigation, then select Contacts or choose a contact group.

By default, Contact Hub displays your contacts in a table view with the following columns:

  • Name

  • Email address

  • Social handles

  • Relationship owner

  • Date added

Click the icon to customize the columns displayed in the table and adjust the number of rows shown per page.

Switching Views

Use the saved views in the upper-left corner to quickly switch between different preset reports.

Default views include:

  • ROI Report — shows total ROI, sales cost ROI, social CPM, and CPE. Hover over any metric to see how it's calculated.

  • Affiliate Report — shows total clicks, conversions, sales, commissions earned and paid, and average sales amount.

  • Ads Performance — shows total Impressions, Reach, Clicks, Spend, Purchase, ROAS, CTR, CPM and CPC.

  • Social Performance — shows total number of posts, last mention date, organic and paid engagements, organic and paid impressions, potential reach, engagement rate, and TMV.

By default, reports display data from the last 6 months. You can change the reporting period using the Report Date drop-down.

Viewing Groups

Click Contacts in the left navigation to access your contact groups. From here, you can:

  • View all contacts or a specific group

  • Create a new group

You can also filter contacts by group using the Group filter within Contact Hub.

Searching for Contacts

Use the search bar to quickly find a creator by name, email address or social handle.

Adding Contacts

To add an individual contact:

  1. Click Add Contact in the upper-right corner.

  2. Enter the contact's information.

  3. Click Add Contact.

To import multiple contacts, click the icon and upload your CSV file.

Share Contacts — New

Click the icon to give someone in your organization view-only access to Contact Hub — even if they aren't an Aspire user. Recipients will authenticate using your organization's SSO to view the dashboard.

To share the Contact Hub:

  1. Click the icon in the upper-right corner.

  2. Toggle on Enable sharing.

  3. Copy and share the generated link.

Note: Only Admin users can enable sharing.

Contact Settings

Click the icon in the upper-right corner to manage your contact settings.

From the Groups tab, you can create a new group, edit group names, update group descriptions and images, or delete groups.

From the Contact Fields tab, you can create new contact fields, edit existing custom fields, and delete custom fields.


Managing your Contacts

Creating and Saving Filter Views

You can create custom views by filtering on:

  • Projects

  • Tags

  • Groups

  • Custom fields

  • Any available contact field

Once you've configured your view, click Save View and give it a name. The saved view will contain the applied filters, columns, and column order for all team members to access and view.

Taking Actions on Contacts

Select one or more contacts, then click Actions to perform bulk actions, including:

  • Add or remove contacts from a group

  • Assign or unassign tags

  • Assign relationship owners

  • Send contracts

  • Request info update

  • Create gift orders

  • Send an email

  • Delete contacts (Admin users only)

Adding Contacts to Campaigns

To add contacts to a campaign:

  1. Click Collaborate.

  2. Select a campaign.

  3. Choose one of the following:

    • Send Project Invitation to invite the contact.

    • Add to Project to add the contact directly without sending an invitation.


Contact Detail View

Select any contact to open their detailed profile and access all of their information in one place.

Overview

The Overview tab includes:

  • Contact details (Name, Email, Address, Relationship Owner)

  • Social accounts (Instagram, TikTok, Pinterest, YouTube, and Website)

  • Permissions

  • Talent Managers

  • Projects (active and archived)

  • Groups

  • Tags

  • Custom fields

  • Comments

  • Activity feed showing recent activity and updates

Inbox

View the complete email history between your team and the contact, including both incoming and outgoing messages.

Profile

The Profile tab includes the creator's connected social account data, recent posts, social performance metrics, audience demographics, and any information provided by the creator directly through their Aspire Creator Portal.

Deliverables

View all deliverables associated with signed briefs, along with their current status.

Offers

View every offer the contact belongs to, including affiliate performance metrics such as clicks, conversions, sales, and commissions earned and paid.

Agreements

View all briefs and contracts sent to the contact, along with their current status.

Content

Browse all content submitted by the creator, organized by project. Content that hasn't been assigned to a project yet will appear under Unassigned Content.

Payments

View a complete history of payments made to the contact.You can also send new payments directly from this tab.

Analytics — New

The Analytics tab provides a comprehensive overview of the contact's performance across social, affiliate, and paid advertising.

At a glance, you can review:

  • Total ROI

  • Sales

  • Costs

  • Earned Media Value (EMV)

Scroll down to explore more detailed insights into:

  • Social performance

  • Affiliate performance

  • Ads performance

Analytics reports default to the last 6 months, but you can change the reporting period using the Report Date drop-down.


If you have any questions, please reach out to Aspire's Support Team by emailing [email protected].

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