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BETA: How to Set Up Flexible Briefs
BETA: How to Set Up Flexible Briefs

This article explains how to set up Flexible Briefs Content Guidelines and Template as well as how to send Flexible Briefs

Janine Borrega avatar
Written by Janine Borrega
Updated over a week ago

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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

Create Your Content Guidelines

  1. Go to your Account settings by clicking your Initials at the top right corner

  2. Click Workspace Settings

  3. Click Content Guidelines at the left options bar

  4. Select the Project that you want to set the content guidelines for

  5. Click the blue “New Content Guideline” Button

  6. Click “Select A Blank Template”

  7. Select “Blank Flexible Deliverable Template”

  8. Click “Use Template"

  9. Create your guideline, then click Save

Set up your Brief Template

  1. Go to the project where you want to set up the briefs template.

  2. Click on "Quick Links" and then "Project Settings".

  3. Select "Briefs" (you can choose either Flexible or Standard Briefs as the default template to send to project members).

  4. Click on "Edit Template".

  5. Customize your introduction.

  6. Under "Content Requirement", choose the types of content that creators can select for posting.

  7. 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.

  8. Click the "Add Deliverables" button if you want creators to post more than one content.

  9. Add a Content Guideline. You can either create a new one from the Briefs Template view or select an existing Content Guideline.

  10. Select the compensation option (payment, free product, commission, or no compensation).

  11. Choose the Content Usage Rights (Broad, Broad (limited), custom, or none).

  12. Customize your Email Template (you can also customize Email Templates from your Workspace Settings!).

  13. Review your Flexible Briefs template and click Save!

How to Send Flexible Briefs

  1. Navigate to your Project and click on "Briefs" in your project workflow.

  2. From the worklet menu at the top, select "Send Brief".

  3. To send briefs to individual members, click on "Send briefs" or select the member and click the blue "Send Briefs" button. To send briefs in bulk, select multiple or all members within the "Send brief" stage and click the blue "Send Briefs" button.

  4. If you have set up your briefs template, you can send it as is or further customize it.

Frequently Asked Questions

How are Flexible Briefs different from Standard Briefs (previously called “terms”)?

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?

We recommend using Flexible briefs if the following conditions are true for your campaign:

  1. You have to activate a large number of creators and want the most frictionless experience possible.

  2. You don’t mind what content type (e.g 1 IG Story or 1 Tiktok video) creators use for their content

  3. You don’t have hard deadlines for producing content and want to let creators choose when they want to post

  4. 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:

  1. You want the creator to produce content using a predefined content type (1 IG Story AND 1 TikTok video).

  2. You have hard deadlines for producing content and would like the creator to adhere to them

  3. You want to request ad permissions upfront at the time of sending briefs.

  4. You want to offer different flat fee payment amounts across different creators being sent briefs

  5. You want to review and approve content before it is posted live

💡 The Aspire online flows are flexible and allow Brands to build any number of dynamic collaborations with Creators. Many brands opt for a more informal collaboration with few terms, while others attach guidelines and legal terms for something more detailed. Aspire online flows enable brands and creators to generate a detailed collaboration agreement between brands and creators including the use of e-signature or checkbox functionality.Brands can optionally add customized language to strengthen the legal standing of their collaboration agreement per your legal team’s needs. To do this, you can add additional custom language, upload a separate PDF for agreement, or send a .pdf legal contract for signing using our Dropbox Sign integration or your own external contracts method (Docusign etc).

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