Complete CampaignWorkflow
Streamlined processes that scale with your agency, from small campaigns to enterprise programs.
Campaign Setup
Create campaigns inside client projects, with briefs, attachments, promo codes, timelines, and the budget lines they draw from.
Creator Selection
Invite creators from your roster and send proposals. Creators accept, counter, or decline from their portal.
Content Creation
Creators submit versioned deliverables with captions through their portal. Request revisions and send reminders.
Approval Process
Deliverables move through Internal Review, Project Approval, and Client Review to Approved—with a full audit trail.
Performance Tracking
Tracking URLs on live posts feed post-performance back to each deliverable, so client reports come from real data.
Campaign Types forEvery Need
Whether you're working with external creators or managing internal content, we have you covered.
Influencer Campaigns
Full creator management with onboarding, content submission, and payment processing.
- Creator onboarding
- Contract management
- Content approvals
- Payment processing
Social Media Campaigns
Internal execution campaigns without external creators. Perfect for owned content and brand campaigns.
- Internal workflows
- Content planning
- Approval processes
- Performance tracking
Powerful Features forAgency Success
Everything you need to run successful influencer marketing campaigns at scale.
Multi-Stage Approval Workflows
Every deliverable moves through a defined state machine—Pending, Submitted, Internal Review, Project Approval, Client Review, then Approved or Rejected. A centralized approvals queue shows everything pending across campaigns, with admin override when a decision is stuck.
- Named approval stages
- Centralized approvals queue
- Admin override
- Full audit trail
Creator Portal & Coordination
Give creators secure OTP-based access to view briefs, negotiate proposals, submit content, and track payments—all without sharing internal agency details.
- Passwordless OTP login
- Versioned submissions
- Proposal accept/counter/decline
- Payment tracking
Budget & Expense Tracking
Split project budgets across influencer, agency-fee, production, and boosting categories. Log campaign expenses against them, manage creator payments and agreements, with multi-currency support and live FX.
- Four budget categories
- Expenses per campaign
- Creator payments & agreements
- Live FX conversion
Client Portal Access
Clients can review deliverables, approve content, and track campaign progress without seeing your internal operations or other clients.
- Secure client access
- Approval workflows
- Progress tracking
- Clean interface
Performance Analytics
Track campaign performance with pre and post-launch analytics. Tracking URLs on live posts tie results back to specific deliverables, and campaign data exports to CSV.
- Tracking URLs per deliverable
- Post-performance data
- Performance reports
- CSV export
Team Collaboration Tools
Four roles—Agency Admin, Account Manager, Operator, and Internal Approver—assigned per project or campaign, so the right people see the right work.
- Role-based access
- Per-campaign assignment
- In-app & email notifications
- Activity audit log
How Campaign ManagementWorks in Truleado
A walkthrough of a campaign from first brief to final client report, the way agencies actually run it.
Set up the project and write the brief
Truleado organizes work as Projects → Campaigns → Deliverables. Each client project holds the budget—split across influencer, agency-fee, production, and boosting categories—plus platforms, objectives, creator tiers, and project-level approvers. Inside the project, create campaigns with briefs, attachments, and promo codes. Each campaign starts as a draft and moves through active, review, approved, completed, and archived as it progresses; a calendar view lays every campaign timeline out for scheduling.
Invite the creators you already work with
Import your roster or invite creators by email. Each one gets a free portal—passwordless OTP login—where campaign assignments arrive as proposals they can accept, counter, or decline. There is no creator discovery or marketplace in Truleado—you bring the relationships, and the platform gives you a clean way to run them without scattered WhatsApp threads and email chains.
Collect content submissions in one place
Creators upload drafts through their portal against specific deliverables, so nothing arrives as a loose file in your inbox. Files are versioned with captions, so your team sees every submission next to its brief with revision history intact. When a draft needs changes, a revision request goes back through the same thread, and reminders nudge creators before deadlines slip.
Run approvals through named stages
Every deliverable follows the same state machine: Pending → Submitted → Internal Review → Project Approval → Client Review → Approved or Rejected. A centralized approvals queue collects everything pending across campaigns, with admin override for stuck decisions. Every approval, rejection, and comment is timestamped in the audit log, so when a client asks who approved a post and when, you have the answer.
Track budget and payments as the campaign runs
Campaign expenses are logged against the project's budget categories as they happen, with multi-currency support and live FX conversion for international rosters. Creator payments and agreements sit alongside the campaign, and payment status is visible to your finance team and to the creator in their portal, which cuts down the volume of payment status questions considerably.
Report back with one click
When deliverables go live, creators submit tracking URLs so post-performance accrues against each deliverable. Generate a client report in one click from the same data your team has been watching, or export campaigns to CSV. Running the same program next month? One-click campaign duplication carries the setup over, and bulk status updates and archiving keep the workspace clean.
Built for the WayAgencies Actually Work
Common setups we see across agencies running influencer campaigns in Truleado.
Retainer agencies running always-on programs
You manage three to eight clients with monthly deliverables and recurring creator collaborations. Multi-client projects keep every program separated, one-click campaign duplication carries last month's setup into the next, and clients approve content through their own portal instead of email—so month twelve runs as cleanly as month one.
Teams with account managers and operators
Account managers own client relationships; operators run execution. Role-based access maps to that split: AMs see their clients' campaigns, budgets, and approvals, while operators work the deliverable queue. Nobody trips over another team's campaigns, and audit logs show who did what if a handoff gets messy.
Agencies with international creator rosters
Your clients budget in one currency and your creators invoice in several. Campaign budgets, creator fees, and expenses are tracked with automatic FX conversion, so budget-versus-actual stays honest without a reconciliation spreadsheet at the end of every campaign.
Hybrid teams running owned content too
Not every campaign involves external creators. The same brief, approval, and reporting workflow handles internal social campaigns—owned content that still needs client sign-off—so your team is not maintaining two separate processes for two kinds of work.
Campaign ManagementFAQs
Does Truleado help me find or discover creators?
No. Truleado has no creator discovery or search database. Agencies import or invite the creators they already work with, and the platform manages the execution: briefs, submissions, approvals, payments, and reporting. If you need discovery, you can use a discovery tool alongside Truleado and run the campaigns here.
How do multi-stage approvals actually work?
Every deliverable moves through the same named stages: Pending, Submitted, Internal Review, Project Approval, Client Review, and finally Approved or Rejected. A centralized approvals queue shows everything pending across campaigns, admins can override a stuck decision, each stage is timestamped in the audit log, and rejected content routes back to the creator as a revision request with feedback attached.
What lifecycle does a campaign move through?
Campaigns progress from draft to active, then review, approved, completed, and finally archived. A calendar view lays campaign timelines out for scheduling, bulk status updates and archiving keep large workspaces tidy, and one-click duplication spins up next month's campaign from this month's setup. Campaign and project data exports to CSV.
Can one client see another client's campaigns?
No. Each client has its own workspace and portal scoped to their campaigns only. Client portal users see deliverables awaiting their approval and campaign progress for their brand—never your internal notes, margins, or any other client's work.
What do creators see in their portal, and does it cost them anything?
Creator portals are free. Creators see the briefs they are assigned to, their deliverables and deadlines, feedback on submissions, and the status of their payments. They do not see your agency's internal discussions, client-side approvals, or financials.
Can I run campaigns that don't involve external creators?
Yes. Internal social campaigns use the same workflow—brief, internal approval, client approval, reporting—without the creator layer. Agencies use this for owned content and brand channels they manage directly.