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Create a Brief Template

Save yourself time by setting up a brief template for your campaigns

Written by Ana Lopez

Creating a default Brief template helps streamline your workflow by pre-filling collaboration details every time you send a brief. You can customize a template for each campaign, saving time while maintaining consistency across creator partnerships.

Note: The Briefs tab within Campaign Settings is only available if the Briefs stage has been added to your campaign workflow. If you don't see the Briefs tab, first add the Briefs stage to your workflow. See How to Edit Your Workflow Stages for instructions.


Step 1: Select a Default Brief Type

  1. Open your campaign.

  2. Navigate to Settings > Briefs.

  3. Click Make default on the brief type you want to use.

  4. Click Edit Template to customize the brief.

Not sure which Brief type is right for your campaign? See Standard vs Flexible Briefs for a detailed comparison.

You can also edit the brief email and your content guidelines from the Brief Email Template and Content Guidelines tabs.

Note: Flexible Briefs are currently in beta and are only available for select accounts. If the feature isn't enabled for your workspace, continue with the Standard Brief setup below. To request access to Flexible Briefs, contact help@aspire.io.

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Step 2: Customize Your Brief Template

The sections available in your template depend on the Brief type you've selected. Although you'll choose a default template for your campaign, you can still switch to the other Brief type when sending an individual Brief if needed.

🚨 Important: Before editing your Brief template, make sure you've connected an email address to your Aspire account. Without a connected email, you won't be able to save your template, and any changes you've made will be lost 🥺

Standard Brief Template

First, select the content deliverables and how many of each you want, then click Next. The Standard Brief template then includes the following sections. Each section can also be customized when sending a Brief or making edits during Brief negotiations.

Content Deliverable

This section changes dynamically based on the deliverables you've selected and includes four configurable subsections:

  1. Content Guidelines – Displays the content guideline template you've selected. You can edit the guidelines directly from the Brief template.

  2. Branded Content – Available for Instagram, TikTok and YouTube deliverables. Enable this if creators are required to use the branded content label.

  3. Content Approval – Require creators to submit content for review before publishing.

  4. Deliverables & Due Dates – Customize the deliverable title and specify when content must be submitted and published.

Compensation

Select one or more compensation types: Payment, Free Product, Commission, or No Compensation.
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Budget

Link the brief to one of your campaign budgets, if you've set one up.

Content Usage Rights

Specify the content usage rights you'd like to request and the duration of those rights (3 months, 6 months, 1 year, or Custom).
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Content Agreement

This section shows Aspire's standard creator agreement.

Ads Permissions

You can optionally request any of the following permissions:

  • Instagram Paid Partnership Ads

  • Instagram Allowlisting

  • TikTok Spark Ads

  • YouTube Paid Partnership Ads

Influencer Insights

Require creators to connect their Instagram Insights. Note: Instagram Insights are required whenever an Instagram Story deliverable is included.

Additional Terms and Conditions

Include one or more custom legal terms configured for your workspace. This section only appears if custom terms have been set up for your account. See Additional Terms and Conditions for more information.

Prevent Creators from Editing the Briefs

Enable this option to prevent creators from requesting changes before accepting the Brief.

Email Template

Customize the email creators receive when you send a Brief. You can edit the template here or later under Workspace Settings > Message Templates.

Flexible Briefs

Flexible Briefs include the following sections. Like Standard Briefs, these settings can also be updated when sending a Brief or making edits during Brief negotiations.

Intro

Add an introductory message that provides context for the collaboration.

Content Requirements

Select the content types creators can choose from and set the minimum number of required deliverables. You can also require creators to complete deliverables within a specified number of days after accepting the Brief.

Content Guidelines

Unlike Standard Briefs, Flexible Briefs use a single set of content guidelines that applies to all eligible content types, making setup faster and easier.

Compensation

Choose one or more compensation methods:

  • Payment

  • Free Product

  • Commission

  • No Compensation

Compensation can still be adjusted when sending individual Briefs or during negotiations.
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Budget

Link the brief to one of your campaign budgets, if you've set one up.

Content Usage Rights

Specify the content usage rights you'd like to request and the duration of those rights (3 months, 6 months, 1 year, or Custom).

Content Agreement

This section contains Aspire's standard creator agreement and cannot be edited.

Additional Terms and Conditions

Include one or more custom legal terms configured for your workspace. This section only appears if custom terms have been set up for your account. See Additional Terms and Conditions for more information.

Email Template

Customize the email creators receive when you send a Brief. You can edit the template here or later under Workspace Settings > Message Templates.
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Once you've saved your template, the selected settings will automatically populate each time you send a Brief for that campaign. You can still customize any section for individual creators before sending.


For a visual walkthrough, here's a demo on how to set up a Standard Brief template.

Need help setting up a Flexible Brief template? You can check the guide below

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