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What is the Creator Card and how do I use it?

Learn how the Creator Card works as your collaboration workspace for managing a single creator's emails, content, agreements, and payments.

Written by Sarah

The Creator Card is your collaboration workspace for an individual creator within a project. It brings together everything related to that creator — emails, content deliverables, agreements, and payments — in one place.

How to open a Creator Card

Click on any creator in the List or Board view or the creators list inside a project to open their Creator Card.

Tabs inside the Creator Card

Emails

See the full history of outreach emails sent to this creator, including send dates, open and click status, and any replies received.

Content

Track the content deliverables agreed with this creator — post formats, and number of content expected.

Agreement Terms

Record and manage the specific terms of your collaboration, including fees, deliverables, and usage rights.

Setup Tools

Access setup options for the collaboration, such as adding tracking links or configuring attribution for this creator.

Sales & Payments

Track payments owed or made for this creator's collaboration, and log sales or conversions attributed to them.

Actions menu

Use the actions menu in the Creator Card to move the creator to a different pipeline stage, send a new email, or remove the creator from the project.

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