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3D illustration of a checklist for an influencer briefing template

How to Write an Influencer Brief That Works [+ Free Template]

Elise Yu

Mar 7, 2024

An influencer brief template gives you a repeatable process for influencer briefings to align project expectations. Here’s how to create yours (or use ours).

Marketers use briefs for a variety of reasons, from new content creation to social media campaigns. They’re also useful in influencer marketing, particularly when communicating directly with your influencers. An influencer briefing gets everyone on the same page and lays out all the details, ensuring there’s something to refer back to before, during, and after the campaign.

At its core, influencer marketing is about building relationships with individuals who can share your brand with their audience. The best way to build long-term, productive relationships is by setting and managing expectations from the get-go.

This is where an influencer marketing brief comes in. It helps cut out some of the back-and-forth so that both marketing teams and influencers can focus on what they do best. Here’s why creating an influencer briefing matters and how to create a template that works for your company.

Influencer cards next to each other

Table of Contents

Download your free influencer marketing campaign brief template

What Is an Influencer Brief?

An influencer marketing brief clearly outlines campaign objectives, expectations, guidelines, and deliverables to any potential influencers you’ll be working with. It’s one of the best ways to ensure that your influencer and brand goals are aligned and that your influencer marketing campaigns are a success.

Klear screenshot of an influencer campaign workflow

Your influencer partners are the primary audience for the influencer briefing. However, your internal team members may also benefit from having a copy of the influencer briefing if they’re directly communicating with influencers, tracking content, or measuring influencer campaign outcomes.

To make your life easier, we outlined all the elements of an awesome influencer marketing brief below:

Why Create an Influencer Marketing Brief?

A visually appealing image of the word -brief,- symbolizing the concise and impactful discussions taking place among influencers

We know you’re busy and that writing an influencer brief probably doesn’t seem like a priority right now. We get it.

However, if you’re looking to develop a long-term influencer marketing strategy and run more than one campaign, then creating a brief is critical.

Writing a brief will help you:

  • Clarify your influencer marketing goals, objectives, strategy, and KPIs. This will make it easier to communicate your plan and results to your team and management.
  • Streamline and improve your influencer marketing. Creating a standard document and process for influencer marketer relationships and campaigns will save you tons of time and energy down the road.
  • Attract and cultivate better relationships with the right influencers. Clearly setting and managing expectations around campaign guidelines and deliverables is easier with a predictable, reusable document.
  • Gain peace of mind. Know that any influencer-created content will align with your brand vision and goals.

Ultimately, developing an effective influencer marketing brief will help you achieve better long-term results.

How to Write an Effective Influencer Brief

Whether you’re using our influencer brief template or creating your own, knowing how to fill out the details ensures your brief will work for you. 

Using Klear, you can toggle predefined fields that automatically sync in the influencer brief template. From there, you can fill in the blanks according to your campaign needs.

A strategic snapshot of goals and creativity shared with influencers for an impactful collaboration

Start with the goal of the brief. You want your content creators to know who you are, what you hope to accomplish with the campaign, and how to go about it. With this in mind, let’s look at the key components of an influencer brief template.

Company Overview

Provide a high-level introduction explaining what your company does. Talk about your niche in the market and what makes you unique. It’s also a good idea to link to your media kit or provide your logo or other brand files for the influencer to use.

company overview showing two influencer marketing campaigns

This is also a good opportunity to talk about your brand values. Whether you specialize in cruelty-free beauty products or have lofty sustainability goals, share what's important to your company so that your influencer content can align.

You might also provide examples of past campaigns so that influencers can get a feel for your brand and how your product/service is used.

Tip: If this is your first campaign, get inspired with these influencer campaign examples so you — and your creators — can hit the ground running.

Campaign Overview

Content creators can choose the best direction for their content by knowing your objectives for the campaign. Include some basic information about your campaign planning and execution, including the following:

  • Campaign goal: one or two sentences describing the influencer marketing campaign you’re launching and what you hope to accomplish.
  • Campaign message: specific information the influencer should include in post captions.
  • Key objectives: a description of what you’re hoping to achieve (brand awareness, engagement, etc.) so that influencers know what to optimize for.
  • Channels: the channels (Instagram, TikTok, other social media, blogs, etc.) that will be used in the campaign.
  • Call to Action: what you want the influencer's audience to do, such as sign up for a newsletter or make a purchase.
  • Deliverables & Timeline: the content pieces you want posted and when. Give a brief overview here; you'll go into more detail in the next section.
  • Target audience: who the campaign is for.
  • Budget (if applicable): whether you’re providing any additional budget for traveling or going out.
  • Deadlines: when the campaign is expected to go live.
  • Campaign reporting requirements: such as, how you’ll measure results and the influencer marketing KPIs that will demonstrate success. Telling influencers upfront how you will measure campaign success will help them connect their actions to your goals.
  • Content review process (if applicable): a description of your content review process
  • Payment information: how you’ll handle payment, how long it will take for the influencer to receive payment, etc.

Tip: Learn more about influencer rates and cost per channel.

Campaign Deliverables

Campaign deliverables refer to the creative content to be produced and your guidelines. Before we dive in, it’s important to think about what kind of relationship you want to have with influencers in terms of creative freedom.

One of the reasons influencer marketing is so effective is because you’re working with real people, expert content creators with audiences who trust the content they produce. For this to work, authenticity is key. Therefore, it’s important to respect an influencer’s creative freedom.

On the other hand, you have a brand to maintain, so it’s important that an influencer’s content is aligned with your brand. Therefore, it’s a good idea to set expectations around the content theme and style that allow creative expression AND ensure that the delivered content adheres to your brand guidelines.

influencer marketing campaign deliverables example
  • Deliverable format. Describe each deliverable (i.e. Instagram story, blog post, unboxing video).
  • Deadlines. What are the deadlines for the content and the content review (if applicable)?
  • Deliverable description. Provide specific guidelines for your creative.
  • Inspiration. Include some tips to inspire more creativity.
  • Post caption description.
    • Key messages you want to include
    • Branded tag & hashtags to use
    • Links to use
  • Mood board. Provide examples of images that you’re looking for in terms of style, tone, resolution, etc.

Because influencer marketing is about building relationships, we suggest you share this brief with some of your current influencers to gather feedback. 

For new partnerships, it’s also a good idea to review the brief together, especially to get some content ideas from the influencers themselves.

What Are the Benefits of an Influencer Briefing?

Beyond solidifying the details of your campaign, there are many benefits to creating an influencer brief template for brands and creators alike:

Learn Who Your Creators Are

Influencer briefings give you a great opportunity to learn more about the creators working on your campaigns. While you want them to get to know your brand, you also want to build successful relationships with creators.

Collect requested info for influencer to join your influencer marketing campaign

Within the Meltwater influencer marketing suite, you can set up custom questions and information to collect when a creator joins a campaign. These questions can collect basic contact information (like the example above), but you can also customize the process to learn more about their likes, interests, and preferences beyond their niche content.

Get a free demo of our influencer marketing suite today to learn how it can help you scale your influencer marketing campaigns.

Introduce Creators to Your Brand

First time working with a creator? They need to know about your company so they can create the best marketing material for you.

Briefings give them insight into who you are, what you do, your values, your unique selling propositions, and other details that will help them create effective content.

Encourage Questions Early in the Process

Briefings can anticipate questions influencers are likely to ask about a campaign, your company, or your products and services. These documents give them something to refer back to and limit back-and-forth between them and your marketing team. 

If they do have questions, they can ask them early in the process and reduce the risk of delaying your campaign.

Mitigate the Risk of Content that Doesn’t Resonate

An influencer campaign brief helps creators narrow their focus. There are so many types of content they could create, but a briefing will help to lead them in a good direction.

Pair the Influencer Briefing with an Influencer Agreement

Ideally, you’ll have collected an influencer agreement upfront. If you haven’t, sharing the influencer brief allows you to get an agreement on paper.

Influencer agreements put the goals of the relationship in writing and let influencers know what to expect when working with your brand. This document pairs well with the briefing, like onboarding a new employee and setting the foundation for your collaborations.

Tip: Read our blog to learn everything you need to know about influencer agreements, download your free social influencer contract template, download your free influencer marketing campaign brief template, and get access to your influencer marketing proposal template.

Influencer Campaign Do’s and Don’ts

Do's and Don'ts

Your briefing sets the tone for your marketing outcomes. Highlighting specific do’s and don’ts will give your influencers more direction so they can produce thumb-stopping content. Here are some examples you might include:

Influencer Campaign Do’s

  • Include the campaign messages in the post captions (as specified above).
  • Submit your content for review on the date indicated.
  • Position the logo/product according to brand guidelines.
  • Include the #ad/#sponsored hashtag in your post.

Influencer Campaign Don’ts

  • Don’t include pictures/references to alcohol or drugs.
  • Don’t use profanity or criticize Brand X.
  • Don’t compare Brand X to any competitors.
  • Don’t incorporate any other sponsored posts.

To get the best results from your influencer campaigns, make sure to send your influencer marketing brief to every influencer you plan to with and get written confirmation that they have read and agreed to the document.

Download Our Free Influencer Brief Template

Partnering with influencers is a great way to reach your target audience. In order to make the most out of this collaboration, it’s best to set expectations as soon as possible.

Both sides, the influencer and the brand, need to share as much information as they can with each other.

An effective creative brief includes the creative guidelines of the campaign; timeline; posting details such as volume, frequency, and location; and more.

We’ve created a free influencer marketing campaign brief template that gathers everything you need to share with your influencers. This template will help you work closely with the influencers in the initial creative process. Use it to manage all the information you both need in order to run a successful campaign.

Feel free to download, edit, and share this influencer brief template.