Influencer Marketing: How do I use the Profile One-Sheet Builder?

For in-depth insights on a profile or campaign that you’re working on, you can create a Profile One-Sheet in Influencer Marketing. 

To get started:

1. Click More in the left panel and click One-Sheet Builder.

2. Click + New One-Sheet from the top-right corner.
3. Click Profile to create a Profile One-Sheet.
4. You can create a One-Sheet starting from a Blank One-Sheet, a new template or from an Influencer Marketing template.

How do I create a blank Profile One-Sheet?

1. Hover over the Blank One-Sheet card and click + Create One-Sheet. 

2. Enter a name for your report and click Continue.
3. Customize your report using the One-Sheet Builder features. You can save your progress at any time to create a new One-Sheet template.

How do I save a One-Sheet as a template?

To save a One-Sheet as a template, click the ellipsis in the upper-right and click Save as Template during the editing stage. You’ll be prompted to enter a new name for the template.

What default templates are available?

There are five default templates available:

• Profile Default Template - Highlights a selected profile and closely resembles the Overview tab on a profile
• Profile Content Template - Highlights the selected profile’s content and health metrics
• Profile Graph Template - Display a variety of profile metrics as a graph
• Profile Notes Template - Include custom notes about a specific profile
• Profile Column Template - Display profile information and metrics in a vertical column

How do I create a new One-Sheet from a template?

To create a new One-Sheet from a template:

1. Click the template card you want to use and click + Use Template.
2. Name the report and click Continue.
3. Click + Add a Creator. You can then:
   • Import from Campaign
   • Import from Creator Lists
   • Select Profiles

Influencer Marketing templates can't be removed from the One-Sheet Builder dashboard. To remove a template you or someone in your organization created:

1. Hover over the template card and click the ellipsis.
2. Click Move to Trash.

How do I use the icons in the One-Sheet Builder to customize my report? 

There are four icons in the One-Sheet Builder that populate over every section within the Profile Report.

• Trash can - Delete the specified item or page.
• Pencil - Edit the specified window.
  • Clicking this icon will bring up a panel on the left that shows the different metrics you can edit for that section.
• Duplicate - Create an exact copy of the selected section or page.
  • When you duplicate an entire page, that page will be reproduced as the final page of the One-Sheet.
• Lock - Lock a window in place.
  • Locked windows will remain in place even if you reformat the One-Sheet.