Learn how to add notes to creators in the portfolio
Campaign success often depends on the little details—past performance, personal preferences, or feedback from the team. But when that knowledge only lives in someone’s head or scattered emails, it’s easily lost. The notes feature in the IROIN® Influencer Marketing Suite helps solve this: It lets you store important information about each influencer directly in their profile, keeping your team aligned and your planning efficient.
Why personal notes are so valuable
Influencer marketing is a team effort—and creators often appear in multiple campaigns across months or even years. Without a system to capture what worked (and what didn’t), your team risks:
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Repeating past mistakes
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Missing key preferences or restrictions
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Losing valuable performance insights when staff changes
Adding notes helps you build a shared knowledge base—available exactly where and when you need it.
How to add notes
The IROIN® Influencer Marketing Suite allows you to add individual notes to each influencer or creator in your portfolio. This feature is a convenient way to centrally store important information and annotations, making them visible only to your team. Notes help you stay on top of details critical to your campaign planning and teamwork, allowing you to work more efficiently.
Step-by-step:
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Go to the portfolio
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Select the influencer or creator by clicking their name
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Scroll to the "General Information" section
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Use the "Note" field to enter your information
You can document a wide range of info, such as:
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"Performed outstandingly in the 2024 summer campaign"
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"Prefers sustainable products and avoids last-minute briefs"
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"High engagement rate on Reels—especially during giveaways"
All notes are automatically saved and can be updated at any time.
Best practices for using notes
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Keep it relevant and concise – Focus on actionable insights
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Use it for internal knowledge – Since the note field is not visible to influencers, you can safely document sensitive observations
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Update regularly – Make it part of your campaign debrief to keep notes fresh
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Track availability or preferences – For example: "Only available in fall" or "Prefers paid collaborations over gifting"
By documenting these details, you ensure your campaigns are more targeted and your communication smoother.
Want to notify your team? Use comments with @mentions
Do you want your team to be notified immediately of new information? Then, in addition to—or as an alternative to—the note field, use the comment function at the bottom of the profile.
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Add a comment
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Tag your colleague using @Name
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They’ll get an email notification instantly (as long as they are active IROIN® users)
This is perfect for urgent updates or planning discussions.
✨ Pro tip: Don’t have enough user licenses? Your Customer Success Manager will be happy to support you in expanding your access.
Final tip: Keep your data clean
Schedule a regular review of notes and comments in your team—especially before launching new campaigns or onboarding new staff. This ensures all information stays accurate and useful, and no insight gets lost over time.