Employee Playbook

A brand’s guide to the applicable parts of the Creatable platform that enable you to plan, execute, and measure Team Marketing Campaigns with affiliates and salespeople.

1 Setting up your Team

With Creatable, you can activate your in-store associates and other affiliates to create a Team online that is active on social media, and in your online store.

• Set up regions and stores
• Set up Tiers for Team members 
• Set engagement and sales goals per Tier
• Allocate on-site storefronts for your Team (see the STREAM product)
• Commission your Team with sales attributed to trackable links and Team-generated engagement, all reported on the platform

 

2 Campaign objectives

Team Campaigns can be created to support all of the following use cases, with or without the delivery of promoted products to gift to creators and/or support content creation.

• Team content for social media brand awareness, reach and engagement
• Team on-site content for engagement and sales
• Team cross-funnel content for social and site
• Team-produced content for other channels
• Brand-produced or sourced content distribution via the Team
  
  

3 Creator sourcing

Invite any salesperson or affiliate to apply

• Dedicated application page for your program
• Invite new recipients to join your Team
• Invite per campaign
• Bulk account creation for multi-store associate

4 Team compensation

Set the compensation model that suits your program best

• No compensation
• Commission
  • Existing commission rate
    • Configured by Tier
    • Configured by Salesperson
  • Additional commission
    • By product
    • By campaign
• Participation award
  • Monetary
  • Other

5 Team approvals

Control and manage all creators for any campaign.

• Moderate each application
• Auto-approve trusted invitees
• Content and social post approvals
• Auto-approve workflow steps for trusted invitees

 

6 Campaign brief

• Summary
  • Campaign goals
  • Target market
• Campaign requirements
  • Content requirements
  • Social post requirements
    • Deliverables
      • Instagram
        • Reel
        • Story
        • Static post
      • Tiktok
      • Pinterest
      • Youtube
        • Short-form
        • Long-form
      • Facebook
        • Story
        • Post
      • Twitter (X)
      • Threads
    • Hashtag(s)
  • Timeline requirements
  • Content Source
    • Library 
    • Original content
• Product(s) to Promote
  • Select from product feed
  • Add new product(s)
• Product Delivery
  • Coupon code
  • Reimbursement
  • Direct shipment
  • In Store Availability

7 System-generated messaging 

• Creators receive communications at each of the following steps throughout the workflow.
  • Creator invited to campaign
  • Creator approved
  • Creator waitlisted
  • Creator rejected
  • Creator content approved
  • Creator content changes requested
  • Creator social post approved
  • Creator social post changes requested
  • Creator comment/message notification
  • Creator participation canceled
• Brand admin / agency receives communications at each of the following steps throughout the workflow.
  • Application received
  • Shipping information confirmed
  • Product selection confirmed
  • Content submitted
  • Social post submitted
  • Comment/message notification

8 Sending invitations from the platform

• By Tier
• By email
• By account

 

9 Confirm product delivery

• Creator product selection
  • SKU 
  • Size
  • Color
  • Other variants 
• Order product
• Track shipment

10 Manage content submissions & deadlines

• Message creators to confirm delivery date
• Send follow up message to ensure timely submission
• Replace drop outs from waitlist (as applicable)

11 Moderate content submissions

• Review against content requirements
• Review post text against social requirements
• Provide feedback (as applicable)
• Approve submission

 

12 Moderate social post(s)

• Review against social post requirements
• Validate content used is same as approved
• Review post text against social requirements
• Review hashtags against social requirements
• Provide comprehensive feedback and ensure understanding of feedback by creator (if necessary)
• Follow up to ensure prompt resubmission (if necessary)
• Approve social post
• Pay creators
  • Ensure that creators are set up to receive payment
  • Validate payment is populated in payments section

13 Publish content to site (optional, see STREAM product)

• Shoppable video widgets for product, homepage and other pages
• Gallery for content exploration/inspiration
• Creators post directly to their storefront on TEAM campaigns

 

14 Campaign performance & analytics 

• Social performance metrics
  • EMV
  • Engagement rate
  • Social engagements
  • Post impressions
  • Video views
  • Likes
  • Comments
  • Saves
  • Link clicks
• Site performance metrics
  • Video views
  • Video view-through rates
  • Photo views
  • Shares
  • Sales
  • Revenue per view
  • Conversion rates
  • Average order values
• Identify high-performing creators
  • Negotiate long term engagements (optional)
  • Identify lookalikes
• Identify high-performing content
• Repeat with new campaign and apply learnings