Step 1: Explore the Dashboard Home Base
Your dashboard is your home base in Pulse. Start here whenever you log in to get a quick overview of your work. From the dashboard, you can see:
Active campaigns
Completed campaigns
Drafts waiting for approval
You’ll also see high-level performance stats, and you can click into any campaign to view all its details.
Step 2: Switch Between Workspaces and Offices
If your team operates across multiple offices or business units, use the workspace switcher at the top of the screen. From here, you can:
Jump between offices or workspaces
Check what each office is spending
See which campaigns are running in each workspace
This is especially useful if you oversee or support multiple teams. Super helpful if you're keeping tabs across different teams.
Step 3: Configure Notification Preferences
Before you start actively using Pulse, set up your notifications so you never miss a creator update. Pulse can notify you by:
Email
WhatsApp
SMS
Notifications are triggered, for example, when a creator submits a draft, which helps keep campaigns moving quickly. Add your phone number and email in the notification settings to enable these alerts, can notify, just add your phone number and email here, and you're good to go.
Step 4: Add Teammates and Organize by Office
Invite your teammates into Pulse so collaboration and routing of notifications stay organized. You can:
Add team members to your account
Assign each person to the correct office or workspace
This ensures the right people receive the appropriate notifications and have access to the appropriate campaigns for everyone by office, so the right people get the correct notifications.
Step 5: Review and Export Billing Details
Use the Billing section to understand and report on your spend. To review billing:
Select a date range for the period you want to analyze. Let's pick a date range and view total spend for that period, breaking spend down by artist, by campaign, or by individual creator
You can also export all billing data, which is useful when finance or leadership requests a spreadsheet down by artist, by campaign, or even down to exactly what you paid each creator. And yes, you can export everything, because eventually, someone is going to ask for a spreadsheet.
Step 6: Maintain Your Creator Database
Your creator database is your private memory of everyone you’ve worked with. In this section, you can see:
All creators you’ve collaborated with
What each creator has charged historically
The last campaign they participated in
Whether they are represented by an agency
It is basically your private memory. Everyone you've ever worked with lives here, along with what they've charged, the last campaign they were part of, and whether they're represented by an agency. If you worked with a creator outside of Pulse, you can manually add them so your database remains complete.
Add them here so your database stays complete.
You can also:
Set custom pricing for creators you work with frequently
Assign agencies along with preferred contacts and negotiated rates
All of this data is private to your account. Custom pricing for creators you work with often and assign agencies with your preferred contacts and negotiated rates. Everything here stays private to your account.
Step 7: Build a New Campaign with Pulse
To create a new campaign in Pulse:
Start by entering your core track details:
Paste your TikTok URL
Upload the sound file or search for the song on Spotify
Fill in the basic campaign parameters:
Artist and song name
Genre
Budget
Market
The type of creators you want (e.g., beauty creators, faceless accounts, dog influencers, etc.) using Pulse. Start by pasting your TikTok URL, upload the sound file or search for the song on Spotify, and then enter the basics: artist and song name, genre, budget, market, and the type of creators you're looking for.
Maybe it's beauty creators, potentially it's faceless accounts, perhaps it's dog influencers. When you're ready, click Generate to let Pulse’s AI get to work.
Generate, Pulse gets to work.
In about three minutes, Pulse will build a tailored creator list. As the list populates, you’ll see:
Recommended creators on the right
The AI’s reasoning for why each creator is a good fit
Indicators for which creators are not quick to activate (helpful if you’re on a tight release timeline)
How many live campaigns each creator is already in (to avoid overloading the same people)
If the initial results aren’t quite right, continue chatting with the AI agent:
Ask for different creator types
Tighten or adjust criteria
Request different audiences
Refine the list as much as you like before moving forward.
Step 8: Create the Brief and Send Proposals
Once you’re happy with your creator list, continue within the same flow to:
Draft your campaign brief
Send proposals to selected creators
You can complete these steps without leaving the campaign creation flow, keeping everything streamlined without leaving this flow.
Step 9: Manage Live Campaigns in One Place
After your campaign is live, manage all operational details from the campaign management view. Here you can:
Adjust budgets
Review service fees
Track creator spend
creator spend.
It's all here and visible to everyone on your account.
You’ll also find:
Published posts
Message history and conversations with each creator
Creator information and profiles
Records of canceled offers
This centralizes everything and eliminates the need to search through spreadsheets, Slack messages, and emails to remember what happened. posts, your conversations with each creator, creator information, and even canceled offers. Basically, no more hunting through spreadsheets, Slack messages, and email threads trying to remember what happened.
Step 10: Track Performance with Analytics
Use the Analytics section to understand how your campaigns are performing. In this view, you can track:
Views
Spend
CPM
Other key performance metrics
is where you track campaign performance. Views, spend, CPM. You'll find all the key numbers here.
You can also share the analytics page with anyone—whether they are part of your workspace—so stakeholders can review performance without needing full access to Pulse.
With these areas covered, you’re ready to run and optimize campaigns in Pulse, with new features and improvements arriving regularly.
One quick note: if your campaign included Instagram posts, you'll need to add those manually here. That's currently the one place Instagram lives inside Pulse.
The platform is evolving quickly, so you'll continue seeing new features and improvements over time.
If something doesn't look right, or you just have questions, your Customer Success team is always happy to help.
Welcome to Pulse, and happy campaigning.