Hey there,
Every creator program comes down to three questions. Who did you reach? Who got a gift? Who actually posted? This release puts the answer on every creator in your CRM.
It also cleans up your content feed and changes how often we email you.
1. CRM stages that follow the creator
Every creator now sits in one of four stages: Lead, Prospect, Gifted or Posted. Unboxx works the stage out for you from gift requests and tracked posts. You don't update anything by hand.
- Lead: added from Discover, no gift request yet
- Prospect: in your pipeline, not gifted yet
- Gifted: received a gift
- Posted: has at least one tracked post
Some creators post about you without ever getting a gift. They now carry an Organic · no gift chip, and their page shows a Send gift button. These are your warmest creators. Start there.
You will see some creators change stage after this update. Creators you added from Discover move to Lead. Creators with tracked posts move to Posted.
2. Save your filters as views
Building the same filter every morning gets old. Now you set it once and save it.
- Set your filters on the Creators table, then click Save view next to Clear all filters
- Find your saved views in the CRM status dropdown. In the Companion Portal, use the Views menu
- Views are shared with your whole team, so everyone works from the same lists
- Save up to 20 views per store
Try one for "Gifted, not posted yet" and one for "Leads over 20k followers".
3. A content feed with only your creators
Mention and hashtag tracking used to collect every post it found. Posts from strangers sat next to posts from creators you work with.
Now tracking collects posts from creators in your CRM only. Your content numbers reflect your program, not the whole internet.
Want everything, like before? Untick Only collect posts from creators in your CRM in your content tracking settings. It's on the Content page too.
4. Know the moment a gift lands
You now get a Gift delivered email each time a gift reaches a creator. That is the best moment to send a quick message and ask for the post.
It's on by default. To turn it off, go to Settings, Preferences, Email notifications.
5. A weekly summary, not a daily one
The daily summary email is gone. Here is the new rhythm, sent in your store's local time:
- Monday morning: your week ahead. Requests to review, gifts to ship, creators to nudge
- Friday afternoon: your week. Posts, views, code sales and link visits
- Free plan: one summary on the 1st of each month
A quiet week? We skip the email. You can turn summaries off in Settings, Preferences.
Questions or ideas? Email us at support@unboxx.app. We read every email.
Best regards,
Manzoor
Founder, Unboxx