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How to work with the relationships tab
How to work with the relationships tab

Everything you need to know to start working with the relationships tab. From creation to exporting, importing & everything in between!

Paula Britta Palm avatar
Written by Paula Britta Palm
Updated over a week ago

Relationships is an awesome tool that helps you organize your work. Specifically, it helps you keep track of your relationships with creators and store key info about them.

In this guide, you’ll learn:

How to create a Relationship list

There are two main ways to create a relationship list.

You can also start off by finding your brand's influential fans and creating your first list with them. Learn more here.

Note: Create relationship lists by channel. For example, if you'd like to work with influencers both on Instagram and TikTok, create a separate list for each channel.

How to organize your Relationship lists

Relationships make it much easier to keep track of where in the process you are with a creator. It ensures all information and agreements are documented. Relationships also help you and your team members collaborate as all information in Relationships is visible to all team members.

To make sure you get the most out of the functionality of Relationships here are a few things to know.

Any statuses, notes, or documents added in Relationships will appear in Monitoring under the Influencers tab.

How to name your Relationship lists

Think of the relationship names as the main category. The top characteristic that all creators in that list have in common.

For example, Relationship names could be based on:

  • Country

  • Influencer tier

  • Product or client name

  • Campaign name & date

  • Keywords used in Discovery

  • The relationship owner or responsible team member

  • Lookalikes of X (where X is another influencer)

Once you’ve created a relationship, use Status to keep track of the relationship progress.

How to use Statuses

In the Status column, you can choose:

- Not Started

- Shortlisted

- Outreached

- Negotiating

- Hired

- Product Sent

- Content received

- Paid

- On Hold

- Declined

- Ghosted

- Relationship Ended.

How to use Labels

Use Labels to make distinctions within a relationship list, or create sub-categories within a relationship list. For example, you could create Labels for:

  • Influencer tier

  • Niche (lifestyle, gaming, sports & fitness, wellness, beauty, etc.)

  • Content type (Image, video, unboxing, skits, etc.)

  • Relationship type (Affiliate, Ambassador, etc.)

  • Location

  • Dietary preferences

  • Language

Labels act as tags and can be sorted into groups. They’re also a good way to keep track of information that is important to know when collaborating with a creator.

For example, it might be important to know their dietary preferences, if they are a student, what language they speak, or any other characteristics.

How to use Notes

Notes is an open and flexible field you can use to write anything else that is important for you or your team members to know about specific creators that haven’t been covered by Status or Labels.

Use this open field in whichever way suits you, your team, and your campaigns.

Some examples:

  • Add extra information about a Status. For example: When the Status is Hired, add what the next steps are in Notes. Or, that you’re waiting for the contract to be signed.

  • Add payment information. Use Notes to keep track prices quoted by specific creators, or the price agreed to.

  • Add contact information. Modash has a field for email addresses. Use notes to include phone numbers or physical addresses.

How to use Documents

Documents is where you can upload all documents regarding a creator. For example, briefs, contracts, invoices, and any other paperwork you use in your influencer marketing work.

  • PDFs only

  • Up to 10MB per document

  • 10 Documents per creator

How to Sort and filter Relationships

Use sorting when you need to make quick comparisons among influencers and arrange longer relationship lists in an order that makes the most sense.

  • You can sort relationship lists in ascending or descending order or alphabetically.

  • In some instances, you can also filter for specific values. For example, if you only want to find creators with a 4% engagement rate in your relationship list, then you can do that like this 👇

How to manage Relationships with other team members

When there are multiple people in one team working together on the platform, Modash helps you stay on the same page.

  1. To see who created the Relationship List, just go to the Relationship page and check the Created by column. You can also search relationship lists by your own or team member's name.

2. To learn more about who added a specific creator to a relationship list, when they were added to the list, and which other Lists the same creators belong to, then choose a specific list and find these three columns: Added to list, Added by, & Lists.

The List column is a great way to detect duplicates 😉

How to work with the All Creators List

You can find all the creators you have saved for any of the channels (Instagram, YouTube, TikTok) in one place in the All Creators List.

The All Creators List always appears first in your Lists. It's a good place to keep track of all your relationships without having to switch between various lists.

How to get contact information

To get the email address of a creator, you first need to save them to a Relationship List.

Once saved, there are two ways to unlock an email.

  1. Click Unlock email. Once you’ve unlocked an email, it will always appear in the list. From here, you can copy the email address to your clipboard and paste it wherever you need to.

  1. You can also unlock an email by exporting a creator’s profile data. By using this method, you’ll get a ton of data plus the email address.

Note: When you export an entire List, all emails are unlocked automatically.

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