Creator Vetting Step by Step Guide

Creator Vetting Guide

1. Click into the “Applicants” tab, all Creators who have applied to the campaign will be housed here. Refer to this article for elements to look for while choosing Creators.
2. Click “Filter” to filter by age, gender, location, etc. or search by describing on your ideal Creator.
3. Recommended Creators are automatically at the top of the applicant list. 
4. In the Creator card, you can read the Creators application message on the right, and view their portfolio on the left. 
5. Click "reject" for anyone you do not want to work with – don't overthink it if you're leaning towards a no! As you reject Creators, the number of applicants will go down.
   1. If you accidentally click "Reject" but want the creator back in your brief, you'll be able to easily add them back to the campaign by clicking into "Filter" and "Rejected Applicants", "Add back to Brief"
   2. No, you do not need to “Reject” every single creator you do not want to work with. Creators will not receive a notification if you decide to reject.
6. Click the "Maybe" toggle for anyone you might be interested in and, if you’d like, leave a note with any info you want to remember about each Creator by clicking "Add note" above the chat. All notes are internal for our eyes only – creators will not see the notes you leave.
   1. When you leave a note, click "Enter" or "Return" on your keyboard in order to save the note. 
   2. Notes on each Creator will follow the Creator from brief to brief so it will be useful in the future.
7. Once you have narrowed it down to your “Maybe’s”, click the “Filter” button and then check the "Maybe'd Creators" box to view your narrowed down list.
   1. Want others to weigh in on your final selection? Use the Collaborate option to send your list of Maybes to anyone on your team. They do not need a Cohley login to access.
8. Ready to accept Creators? Hit the "Accept" button to officially accept them into the campaign.
   1. If you have filtered for all of the applicants you want to accept, you can use the mass options to 'Select' all Creators in your view and 'Accept' in a single click.
9. All Creators you accept are moved to the 'Accepted' tab. For any paid briefs, your expected budget is updated each time you accept a creator. 

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