How to Create Relationship Stages

Relationship stages are used to organize and track the progress of outreach and manage influencers through your workflow. Each stage should represent the influencer journey through your program until they are an influencer or you close them out.

You can use relationship stages as a filter when reviewing your influencers or email. And while there are default stages already set-up, you can edit and create new stages to fit your internal workflow.

Learn: 

• How to Create Relationship Stages
• How to Add Relationship Stages to Influencers
• How to Filter by Relationship Stages

How to Create Relationship Stages

Step 1 Click Contacts and select My Influencers from the drop-down menu.

Step 2 Click Settings in the right-hand corner and select Relationship Stages.

Step 3 Click Create.

Step 4 Name your relationship stage and click save.

How to Add Relationship Stages to Influencers

Step 1 Click Contacts and select either Prospects or My Influencers from the drop-down menu.

Step 2 Click the checkbox next to the influencers to edit the relationship stage. 

Step 3 Click the pencil icon and select Set Relationship Stage.

How to Filter by Relationship Stages

Step 1 Click Contacts and then select My Influencers or Prospects from the drop-down menu.

Step 2 Click Filters and for "Campaigns" search for a campaign. 

Step 3 Select your campaign and click Apply Filters.