How can I track influencer spend and performance?

How can I track influencer spend and performance?

Requirements

• Access to Configuration sheet to input custom marketing spend
• If this is your first time using the Cost tab:
• Once all steps have been completed, reach out to the Source Medium team in Slack (or via email) letting us know you'd like to enable the custom costs feature

Background

• The discount code used by the influencer
• The amount spent for that influencer
• The dates you want to amortize that spend across

Steps

• Open your configuration sheet (find the link in pinned messages in your Slack channel)
• If not in Slack, email our team for access to your configuration sheet

• These settings should be set in the first 3 columns of your Cost tab: category --> marketing, channel --> Online DTC, sub_channel --> influencers
• Under vendor column, enter the discount codes used by the influencer
• IMPORTANT: If this is the first time entering a specific discount code, add it under the vendor column of the Configuration tab first
• Under cost column, enter the amount paid to the influencer
• date_start and date_end will amortize the cost for that influencer across the range of date_start to date_end. e.g. $3,000 spend from 6/1/2021 - 6/30/2021 would tack on $100 spend for each day. If no date_end is provided, all cost is attributed to date_start.