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Managing Declined Creators in an Activation

Updated by Dan

While reviewing proposals in the Review Proposals step in the Workflow, you may end up declining a creator's proposal. If that's the case, you can check who you've declined and manage them from the View Declined Workflow step.

You can learn about the View Declined step in this article.


What You'll Need

Only creators you've declined will appear here. You can decline creators in the Review Proposals step.


How to Do It

You can access this step by navigating to Program > Activations > Your Activation > Workflow > View Declined.

If you ever want to review creators you declined or reset them in the Activation so you can send them a new proposal to fill out, you can do it in this step.

There are also a variety of other ways you can manage creators here, with row actions and bulk actions.


Resetting Creators

If you ever want to let creators reapply with a new proposal, you can reset them to send them back to the Activate Creators step:

1. Hover over the creator you want to reset.

2. Select More Options > Reset Status.

3. Select Reset Status in the modal that appears.

Your creator has been reset. You can find them again in the Activate Creators step.


Row Actions

You can use row actions to work with an individual creator.

Select a creator's name to open a side panel with details about the creator's proposal. Any tasks, products, and other details they agreed to or chose for themselves will appear in this side panel.

You can freely edit or browse their selections with the following tabs:

  • Tasks: Review the tasks the creators agreed to as part of their proposal.

  • Products: Review, add, or edit product orders the creators placed via their proposal.

  • Payments: Any payments you've made to the creator will appear in this tab.

  • Content Rights: The content rights the creator agreed to will appear here.

  • Delivered Content: Any delivered content the creator has submitted as part of the Activation will appear here.

Hover over a creator to display other row actions:

  • View Content: Preview the creator's content from their connected social networks.

  • Send Email: Compose and send creators an email.

  • Add Note: Write a note for that creator.

  • More Options:

    • Reset Status: Reenable the creator so you can send them a proposal again. See Resetting Creators for more information.

    • Creator Preview: View a preview of the creator's connected social networks and content.

    • Remove Proposal: Permanently remove creators and their proposals from the Activation.


Bulk Actions

If you want to manage multiple creators at once, you can use the available bulk actions. To display bulk actions, select the checkbox next to each creator you want to update.

The available bulk actions are:

  • Reset: Reenable the creators so you can send them proposals again. See Resetting Creators for more information.

  • Tags: Edit the selected creators' tags. Learn more with Managing Tags.

  • Sequences: Add creators to an existing email sequence. Learn more with Sequences.

  • Send Email: Compose and send creators an email.

  • Edit:

    • Set Relationship Stage: Update creators' relationship stages. Learn more with Managing Relationship Stages.

    • Set Custom Property: Update creators with custom properties. Learn more with Creating Custom Properties.

    • Change owner: Update the assigned GRIN user for the selected creators.

  • More Options:

    • Send Alert: Send creators an alert. You can learn how to set these up with White Labeling the Creator Experience.

    • Export: Download a CSV file of the table.

    • Pause Content & Reporting: Tell GRIN to stop tracking creators' content posts, conversions, and other metrics for this Activation.

    • Unpause Content & Reporting: Tell GRIN to resume creators' tracking content posts, conversions, and other metrics for this Activation.

    • Remove Proposal: Permanently remove creators and their proposals from the Activation.