Casting

A casting round is a selection of creators from the campaign that you send to the client to decide on. The tab itself sums it up: you send the client a public link so they can approve or reject creators before confirming the campaign, and each new batch is a version.

That idea of versions matters. If the client turns down half your proposal, you do not edit the previous round: you create another one with new names. Rounds stay numbered (v1, v2…), so you can always see what you proposed and when.

First you need creators in the campaign: a casting proposes people who are already in. If the campaign is empty, add them first.

1. 1

   Open New casting

   In the campaign’s Casting tab, click New casting.
2. 2

   Choose who you are proposing

   Tick the creators you want to show. You have a search box and the Select all and Deselect all shortcuts. They do not have to be everyone in the campaign.
3. 3

   Decide what the client sees

   In the What the client sees block you can switch on Hide agreed rate and Hide followers. The second one is useful if you would rather the brand compared by engagement instead of by volume.
4. 4

   Create and share the link

   Once you confirm, the link is generated and copied to your clipboard automatically: all you have to do is paste it into your email or message to the client.

Every casting appears in the list with its version and how far along it is:

• Counters for Approved, Rejected and Pending, with a progress bar so you can see at a glance how much the client still has to decide.
• Copy link, in case you need to resend it, and Open, which shows you exactly the same view the client sees.
• The Expired mark when the round is no longer active: the link stops showing creators.

The client opens the link in their browser and gets a page of their own, with no sign-up and no password. The welcome text explains the job: the agency is proposing these creators for the campaign, they can approve or reject each one, leave a comment to explain their decision and change their mind while the round is still open.

• One card per creator, with the information you decided to show (followers and agreed rate, if you have not hidden them).
• The Approve and Reject buttons, and an optional comment per creator.
• The View Instagram profile link, to check the real account before deciding.

You do not have to copy anything by hand. Every decision the client makes updates the creator’s status in the Creators tab: