Marketers - Renegotiating/Editing An Accepted Offer

    If you need to make payment, date, or social post changes to a particular Creator Collaboration after Offer Acceptance, you are able to do so by renegotiating (ie: editing) the Offer in the system. Let's walk through how to do that below!

    At any time prior to approving draft content for a Unit (ie: social post), you can make the following changes:

    • Renegotiate Payment
    • Add and/or Remove Units (social posts)
    • Add and/or Remove Deliverables (a grouping of social posts)
    • Change Draft and / or Publish dates
    • Change Required Elements (hashtags, mentions, links, etc.)

    Renegotiating Payment

    1. To renegotiate the payment details for an Offer, go to your Unity Workflow Dashboard, click into your Campaign, click into your Project, and from the Outline tab of your Project locate the Offer you would like to edit. Once located, click on the  icon to the right of the Creator's name and then select Edit Offer Details.

     

     

    2. A fly-out page will open to the right of your screen. From here, you can make any changes you need regarding Creator Payout and/or Non-Cash Compensation for this Creator's Offer. Once you've made your changes, click the green button at the bottom right of your screen labeled Next: Review Changes.

     

     

    3. On the next screen, you will be able to type a note to send to the Creator regarding the changes under the Additional Comments section. Once you are ready, simply click Request Changes. At this point, the Creator will need to log in to their Account in the system to review and accept the Renegotiation.

     

     

    Editing Units and/or Deliverables

    1. Go to your Unity Workflow Dashboard, click into your Campaign, click into your Project, and from the Outline tab of your Project locate the Offer you would like to edit. Once located, click on the  icon to the right of the Creator's name and then select Edit Deliverables and Units.

     

    Screen Shot 2021-08-30 at 4.23.11 PM

     

    2. From here, you can take any action you need to change the Units and/or Deliverable(s) for this Offer. You can Remove (ie: delete), Clone (ie: add new using the cloned details), or Edit (change Required Elements). Once you've made your changes, click the green buttons at the bottom right of your screen until you reach the end page and from there you will be able to type a note to send to the Creator regarding the changes under the Additional Comments section. Once you are ready, simply click the final green Request Changes button. At this point, the Creator will need to log in to their Account in the system to review and accept the Renegotiation

     

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    Change Dates

    1. To update the draft and/or publish dates for a social post, while you are editing, click into the Deliverable, then click into the Unit you need to change the date(s) for, and from there select the date at the bottom to choose a new date from the calendar that pops up. Once you've made your changes, click the green buttons at the bottom right of your screen until you reach the end page and from there you will be able to type a note to send to the Creator regarding the changes under the Additional Comments section. Once you are ready, simply click the final green Request Changes button. At this point, the Creator will need to log in to their Account in the system to review and accept the Renegotiation.

     

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