Campaign Board Automations: Turn Your Influencer Campaigns Into Automated Workflows

Influencer Hero now introduces Campaign Board Automations — giving you full control over how deals move through your campaigns.

This update replaces the previous fixed Campaign Board logic with flexible, user-managed automation rules. Instead of relying on system-defined behavior, you can now define exactly how your influencer deals progress - automatically.

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What’s New

You can now create automation rules that react to changes inside your Campaign Board and trigger actions instantly.

With Campaign Board Automations, you can:

• Define rules based on column (stage) changes
• Control how and when deals move through your funnel
• Replace rigid system behavior with customizable logic
• Edit and adjust workflows as your campaign evolves

This gives you complete operational flexibility while keeping processes reliable and predictable.

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What Can You Automate?

Campaign Board Automations allow you to remove repetitive manual tasks from your influencer campaign management process.

You can automatically:

• Send emails or email flows
• Send products to creators
• Create discount codes, custom links, and set commissions
• Invite creators to their dashboards
• Move deals between stages or campaign boards
• Trigger notifications (Slack, email, and more)
• And much more

Instead of manually executing these steps every time a creator moves forward in your campaign, the system handles it for you.

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How Campaign Board Automations Work

Before setting up your first automation, it’s important to understand three core concepts:

• Trigger: The event that starts the automation. Example: A deal stage is updated.
• Condition: Additional criteria that must be met for the automation to run. Example: The current stage equals “Awaiting Post.”
• Action: What the platform automatically executes once the trigger and conditions are satisfied. Example: Create a discount code.

Example in Action

Let’s say you want a discount code to be created automatically when a creator moves to the Awaiting Post stage.

Your automation would look like this:

• Trigger: Deal Stage Update
• Condition: Current Funnel Step = Awaiting Post
• Action: Create Discount Code

As soon as the creator is moved to that column, the system generates their discount code automatically - no manual work required.

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Why This Matters for Influencer Marketing Teams

Campaign Board Automations fundamentally change how influencer campaigns are managed.

Instead of reacting to updates, your workflows become proactive and self-executing.

This means you can:

• Save time by removing repetitive manual tasks
• Reduce operational errors through consistent rule enforcement
• Scale campaigns without increasing headcount
• Standardize how deals progress across teams
• Improve reliability and visibility in your influencer pipeline

As campaigns grow, manual processes become bottlenecks.

Automation removes those bottlenecks.

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‍Ready to Automate Your Campaigns?

With Campaign Board Automations, your campaign board evolves from a visual management tool into an automated influencer workflow system. Every column movement can now trigger meaningful actions - keeping your campaigns moving without manual intervention.

If you’re ready to eliminate repetitive tasks and build automated influencer workflows, book a personalized demo and see how Campaign Board Automations - along with the rest of Influencer Hero - help you scale efficiently.