Overview

Influencers are commonly used to promote products for consumers - here we are considering major campaigns rather than individual influencers.

1. A key influencer is provided a list of products to promote

2. Hundreds of orders are sent to people they nominate as influencers (at zero revenue)

3. Orders start to flow into the business based on the influencers

Hence the campaign has the following attributes

1. A key influencer which is a supplier

2. A list of products they are promoting

3. A date range they are promoting the items for

4. A comparison date range - to compare their impact to normal sales

Calculation of Results

Orders that have revenue are considered customer orders

Orders that have no revenue are considered a campaign cost (sent to individual influencers)

Other expenses (Creditor Invoice lines) can be linked directly to the campaign (regardless of date of expense)

Creditor invoices to the campaign owner linked to the campaign at the creditor invoice line level are considered influencer payments

Comparison date range - uses the start date entered and goes for the same number of days as the influencer campaign dates.

Example results overview

Open

Setting up an influencer Campaign

The Campaign Owner

A Campaign owner is a Supplier (they want to be paid) that has been ticked “is Influencer” - a creditor profile option turned on from the host company

Open

The list of products

A saved list of products can be created using the Playlist

1. Stock Article > Page: Play Area > Button “Create / Restart list” - creates a blank list

2. Stock Article > Page: Finder > search for a list of products

   1. Multi-select the results list > Right click > Add to Play List

   2. Repeat until play list has all products linked to the campaign

3. Stock Article > Page: Play Area > TAB: Saved Lists

   1. Create a new list

      1. Name, Campaign owner, Date Range > Save

         1. Note: if the business has Franchisee’s then you can tick if each franchisee where orders should be included in the results.

      2. Button: More > Copy Items from playlist replacing list (count of items)

         1. Note - to modify a saved list

            1. First copy it to the play list

            2. Then modify it (adding or removing items)

            3. The replace the current list linked to the saved list

Linking Creditor invoices

Creditor invoice lines linked to the campaign are reported at the GL Account level

Creditor invoices linked at the line level to the campaign owner are reported separately.