Contacts
      Back to home
      1. Help Center
      2. IZEA® Flex
      3. Contacts

      Creating Contact Records

      With IZEA Flex, you have the ability to incorporate your influencers as contacts. Once you have added them to Flex, all the contacts for your campaigns are at your fingertips. The platform provides you with individualized records, seamless tracking, and readily available historical data. This makes the task of managing your influencers a breeze like never before.

      Creating Contact Records 

      Contact records can be created from multiple places within the Flex platform. Contact records help you to keep track of the campaigns your creators have participated in, track payments and also manage creator content. While you can create contacts from multiple places in the platform, the Contacts module is the main location for all of your contacts and records.

      • To create a contact from the Contacts module, from the left hand navigation menu select Contacts > Contacts.
      • From here, select Add Contact. 
      • You can create a contact in two ways.
        • The first is by using a creator’s social URL. You can use Instagram, TikTok, YouTube and Twitter (X) links to create contacts by URL. The contact will then auto populate with information pulled from the creator’s social account. 
        • The second is by entering in the information manually. 
      • After selecting your option, enter in all of the properties for your contact. 

      Basic Information

      The basic information for your contact record includes the contact type, name, nickname, pronouns, contact status, job title and company. 

      Contact

      In the contact section, you can provide the email, phone number, address, and instant message handle for your contacts

      • To select which method of contact you would like to add, click on the first Email option and then select the contact type. You can add additional contact methods by selecting + Add Contact Info.

      When filling out your contact information, you will want to be as detailed as possible. This is because the contact’s information will be used in other features of the platform. For example, when sending an offer you will be able to select the contact and then their email will pre-populate based on the information provided in the contact record. 

      Social Handles

      In the social handles section, adding your contact’s social handles will allow you to easily locate their social channels and provide analytics for use in your campaigns. When adding content through ContentMine, you can also easily select which social channel should be associated with the content based on the social handles added here. 

      • To add your contact's social handles, select Platform.
      • Choose the social platform and then copy and paste the URL in the box provided.

      Please note: Flex currently only pulls metrics for Instagram, TikTok, YouTube and Twitter (X). Other other platforms will need to have their metrics entered manually. 

      Demographics

      The demographics section houses additional details about your contacts. You can add information such as your creator’s gender, education, type of pets, language spoken and if they have children. 

      Payments

      The payments section enables you to choose your contact’s preferred payment method. Flex facilitates payments via PayPal using Direct Pay. By inputting the contact's PayPal email here, it will automatically populate for selection when initiating a payment from the Transactions module.


      Companies and Contacts

      On the Companies & Contacts tab you can associate the company, talent agency or talent agent that your creator may be represented by. In order to associate your contacts to a company, you will first need to create a Company record. 

      After you have added all of your contact information, select Add Contact. This will take you to your contacts record. 

      Managing Contact Records

      On the left hand side of your contact record, you can view a general overview of the contact’s information. Emails, addresses, phone numbers, etc. can be found here. You can also take various actions from this section as well. 

      • Associate - Associations allow you to link your contacts with campaigns, content, tracking links and much more. These associations help keep your contacts organized and allow you to pull valuable information for your campaigns such as analytics. 
      • Add to Favorites - Curate a grouping of creators that may be preferred over others. 
        • To add a favorite select the  icon. Once added, you can locate your favorites from the main contacts module at the top of the page. 

      • Add to List - You can create customized lists of creators. Add your creators from the contact record by selecting the icon. Once added, you can access your lists from the Lists tab on the main contacts module. 
      • Edit - Edit your contacts information, by selecting the icon. 

      If you select the options menu, you will find even more actions that can be taken from the contact record. 

      • Email - Send emails to your creator if their email is added to their contact record. By selecting the Email option you will be taken to your email and can craft your message from there. 
        • If you would like your emails to be recorded in Flex, you will need to add your Gmail under the Integrations module before sending emails. 
      • Delete - Deleting removes the contact record in its entirety. This does not delete items that have already been associated with your contact, however, it will remove their association to the contact record.

      Within the Contacts module, you can view valuable insights, information and detailed records for your contacts. Each contact record contains an overview, about, CRM, handles, transactions, content, insights and associations.  

      • Overview - The overview acts as the main dashboard for your contacts. You can see their Social Handles, Audience Demographics, Insights and associated Files from this view.
      • About - The about section provides you with all of the demographic information for your contacts. Audience demographics will be provided as you add social handles to your contacts record.
      • CRM - CRM houses all of the emails associated with your contact. These emails are pulled from the Emails integration in Flex. You will need to use the BCC option to have your contacts' emails appear in this section. 
      • Handles - Handles provides you with details about the social media handles that have been added to your contact record. You can view Followers, Engagement Rate, Brands, Brand Categories and Topics of Interest for your creator’s social channels. 
      • Transactions - Transactions house all of the historical data for your creator’s payments. As you associate transactions to your contact, you will see them appear here. 
      • Content - Content houses all of the content that has been uploaded into ContentMine. As you associate content to your contact you will see it here and view analytics for each piece of content. 
      • Insights - Insights breaks down the analytics for the content that is associated with your contact record. You can also view tracking link analytics under the insights section. 
      • Associations - Associations showcase all of the associations that have been made to this contact record. From this tab you can easily see all of the historical data of associations.