IPX Logo
Help Center/HOW TO Guides/Create a Campaign
Back to Guides
Intermediate · 15 minutes

How to Create a Campaign

Launch and manage influencer marketing campaigns from start to finish on IPX

What You'll Learn

Navigate to campaign creation
Set campaign objectives
Define target audience & creator requirements
Configure budget and timeline
Add deliverables and content specs
Invite creators to participate
Review and launch your campaign
Monitor campaign progress

Prerequisites: You need an active Agency account with a completed company profile. If you haven't set up your agency yet, visit your Dashboard > Settings to complete your profile first.

Step-by-Step Guide

1

Navigate to Campaign Creation

Access the campaign builder from your Agency Dashboard:

  • Go to Agency Dashboard → Campaigns
  • Click the "Create New Campaign" button in the top right
  • Choose a template (Product Launch, Brand Awareness, Content Series, or Custom) or start from scratch

Tip: Templates come pre-configured with industry-standard deliverables and timelines. They're a great starting point that you can customize to your needs.

2

Set Campaign Objectives

Clearly define what you want to achieve. Select one or more objectives:

Brand Awareness

Increase visibility and reach

Product Launch

Generate buzz for a new product

Content Creation

Generate branded content assets

Lead Generation

Drive signups or downloads

Community Building

Grow your brand community

Sales & Conversions

Drive direct purchases

Setting clear objectives helps IPX recommend the right creators and track relevant KPIs automatically.

3

Define Target Audience & Creator Requirements

Specify who your campaign should reach and what kind of creators you need:

Target Audience

  • • Age range and gender demographics
  • • Geographic locations and languages
  • • Interests and affinities
  • • Platform preferences (Instagram, TikTok, YouTube, etc.)

Creator Requirements

  • • Minimum follower count and engagement rate
  • • Content categories and niche expertise
  • • Platform requirements (must be active on specific platforms)
  • • Previous brand collaboration experience
  • • Content style and tone alignment
4

Set Budget and Timeline

Configure the financial and timing parameters for your campaign:

  • Total Budget: Set your overall campaign budget. IPX will suggest a per-creator allocation based on your creator requirements and market rates.
  • Payment Structure: Choose between flat fee per creator, performance-based (CPM/CPC), or hybrid models.
  • Campaign Duration: Set start and end dates. Allow at least 2 weeks for creator onboarding and content production.
  • Key Milestones: Add content submission deadlines, review periods, and posting windows.
5

Add Deliverables

Specify exactly what content each creator should produce:

Social Posts

Feed posts, carousels, static images

Video Content

Reels, TikToks, YouTube videos

Stories

Instagram/Facebook Stories with swipe-ups

Brand Integrations

Product placements, mentions, reviews

For each deliverable, specify: quantity, platform, content guidelines, hashtags/mentions required, and any brand assets to include. Upload creative briefs and mood boards for reference.

6

Invite Creators to Participate

Add creators to your campaign through multiple methods:

  • Direct Invite: Search for specific creators and send campaign invitations with your brief and offer
  • From Shortlists: Import creators from saved shortlists you've built while browsing the marketplace
  • Open Application: Make your campaign visible in the marketplace so interested creators can apply

Pro Tip: Combining direct invites with open applications gives you the best of both worlds — your preferred creators plus discovering new talent you might have missed.

7

Review and Launch Campaign

Before going live, review all campaign details on the summary page:

  • Verify campaign objectives and KPIs
  • Confirm budget allocation and payment terms
  • Review deliverable requirements and deadlines
  • Check the invited creators list
  • Preview the campaign brief that creators will see

Click "Launch Campaign" to go live. Invitations will be sent immediately, and your campaign will appear in the marketplace if open applications are enabled.

8

Monitor Campaign Progress

Once live, track your campaign from the dashboard in real time:

  • Dashboard Overview: See total impressions, engagement, content submissions, and budget spent at a glance
  • Content Approvals: Review submitted content, request revisions, or approve for publishing
  • Creator Status: Track each creator's progress — accepted, producing content, submitted, or published

Best Practices

Start with clear, measurable goals

Define specific KPIs for each objective. "Increase brand mentions by 200%" is better than "get more visibility."

Build in buffer time

Allow at least 3–5 days between the content submission deadline and the posting window. Revisions are common.

Provide detailed creative briefs

The more context creators have about your brand voice, visual style, and key messages, the better the content quality.

Be transparent about compensation

Clearly state payment amounts, bonuses for high performance, and payment timelines. Fair compensation attracts better creators.

Test with a smaller cohort first

Run a pilot with 3–5 creators before scaling to 20+. Use pilot results to refine your brief and expectations.

Troubleshooting

Campaign won't launch

Problem: You click 'Launch Campaign' but nothing happens or you receive an error.

Solution:

Check that all required fields are completed:

  • At least one campaign objective must be selected
  • Budget must be greater than $0
  • Start date must be in the future
  • At least one deliverable must be defined
  • Your wallet must have sufficient funds for the budget hold

Creators aren't accepting invitations

Problem: You've invited creators but none are responding or accepting.

Solution:

Common reasons and fixes:

  • Your offer may be below market rate — check comparable campaigns
  • The brief may be too restrictive — consider loosening creative freedom
  • Timeline may be too tight — allow more production time
  • Try enabling open applications to attract interested creators
  • Personalize invitation messages rather than using generic templates

Budget allocation issues

Problem: Budget isn't distributing correctly across creators.

Solution:

Budget allocation depends on your settings:

  • Check if you're using equal split or weighted allocation
  • Verify per-creator maximums aren't capping payouts
  • Performance-based budgets release funds as milestones are met
  • You can manually adjust individual creator budgets from the campaign dashboard

Content doesn't match brief

Problem: Submitted content doesn't align with your campaign guidelines.

Solution:

Use the content review workflow:

  • Click "Request Revision" with specific feedback on what needs changing
  • Reference exact sections of the brief the creator should follow
  • Set a revision deadline and maximum revision rounds
  • Consider providing visual examples for future campaigns

Related Guides

How to Find Creators

Discover and match with the perfect creators for your campaigns

How to Track Campaign Performance

Monitor KPIs and measure ROI across your campaigns

How to Purchase Sponsorship Slots

Buy creator sponsorship opportunities for your brand

Back to Help Center

Browse all help resources and guides

Still Need Help?

Our campaign specialists can help you design the perfect campaign strategy

Browse FAQContact Support