To create a suggestion list, activate the "Campaign with suggestion list" option in the campaign settings. You can find this option in the Campaigning module under the settings for the respective campaign.
An additional tip: Activate the "Show labels" option – this will make your labels visible to your customers in the suggestion list. This allows you to provide targeted information about the current status or next step – a simple and effective way to create transparency and avoid misunderstandings.
Once the feature is activated, you can compile your suggestions directly on the platform. If your customer already has access, they will automatically receive access to the suggestion list. There, influencer profiles can be approved or rejected quickly and easily – without any additional approval steps.
How do you enable access for your customers?
Once you have compiled your suggestion list, you can easily create the customer in the Campaigning > Clients area directly in the Clients submenu.
To do this, click the "Create" button in the top right corner, select "Create Customer," and enter the key information. The customer will then appear in the overview under "Clients."
By clicking on the customer name, you can create as many customer accounts as you like in the next step – there's no limit. Our tip: Create your own private email address as a test customer to see the customer view for yourself.
In the next step, you link your customer to the appropriate campaign. To do this, go to the desired campaign in the Campaigning section. Under the campaign settings, you'll find a dropdown menu where you can select and save the customer. This ensures that your customer has the correct viewing rights for this specific campaign.
Once your client logs in, they'll have direct access to the suggestion list.
They can review the suggested profiles directly within the platform and decide which influencers are suitable for the campaign.
Please note: The Discovery Report is currently not visible to your customers in the suggestion list. Once your suggestion list is finalized, we recommend exporting it. You have several options:
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A compact CSV version via “Export suggestion list”
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Or the Discovery Report or the Sedcards – optionally in CSV or PowerPoint format
You can then easily send the exported list to your client – ideally with a request to confirm or reject the suggested profiles directly via IROIN®. This creates clarity and efficiently gets the approval process rolling.
This is also useful if direct access via the platform is not possible or not desired.
By the way: You can also share the Discovery Report as a URL—including your own comment, which you can write using our AI Writer or manually. Learn how to do this in just a few steps here . 