Doing influencer marketing well means building genuine partnerships, not just buying shoutouts. To get real results like sales and new followers, you need a strategy behind who you work with, what you ask them to create, and how you measure the outcome. This guide walks you through every step of the process, from setting clear goals to measuring your campaign's true impact.
Define Your Goal Before You Do Anything Else
Before you even think about scrolling through Instagram to find potential partners, you need to answer one question: What do I want this campaign to achieve? Without a clear goal, you can’t measure success, and you’ll likely waste your time and budget. Most influencer marketing goals fall into two main categories:
- Brand Awareness: Your goal is to get your brand, product, or service in front of a new, relevant audience. You want more people to know you exist. Here, you'll measure success with metrics like reach (how many unique people saw the content), impressions (how many times the content was seen), and video views.
- Consideration &, Conversion: Your goal is to drive a specific action. You want people to click a link, use a promo code, sign up for a newsletter, or buy a product. You'll measure this with metrics like clicks, website traffic, discount code usage, and, of course, sales.
Your goal determines the type of influencer you need. For massive brand awareness, a macro-influencer with a huge following might work. For targeted sales of a niche product, a micro-influencer with a highly engaged, trusting audience is almost always the better choice.
Three Metrics You Should Actually Track
Forget vanity metrics. Here’s what successful brands focus on:
- Engagement Rate (ER): This shows how much an influencer’s audience interacts with their content. A high follower count is useless if no one is paying attention. A good ER is typically between 2-5%, anything higher is fantastic. Calculate it with this simple formula:
(Total Likes + Total Comments) / Follower Count * 100 = Engagement Rate % - Cost Per Engagement (CPE): This tells you how much you're paying for each like, comment, or share. It helps you compare the real value you’re getting from different influencers.
Total Cost of Campaign / Total Engagements = Cost Per Engagement - Conversion Rate: If your goal is sales or sign-ups, this is your most important metric. Track it using unique discount codes or custom UTM links (more on that later).
Finding the Right Influencers (It's a Matchmaking Process)
Once you know your goals, it's time to find influencers whose followers match your ideal customer profile. Don't get stuck on finding people with the most followers, focus on finding people with the right followers.
Understand the Tiers of Influence
Influencers are generally categorized by their audience size, each offering different strengths:
- Nano-Influencers (1k-10k followers): They have small but hyper-engaged communities. Their followers often know them personally, leading to incredible trust and authenticity. They are also the most affordable.
- Micro-Influencers (10k-100k followers): This is often the sweet spot for many brands. They have niche authority, great engagement rates, and are more affordable than macro-influencers. Their audiences trust their recommendations implicitly.
- Macro-Influencers (100k-1M followers): These are established creators and personalities. They offer broad reach for awareness campaigns but can be expensive and their engagement rates tend to be lower than smaller creators.
- Mega-Influencers (1M+ followers): Think celebrities and major internet personalities. They command massive fees and are best for large-scale awareness campaigns where budget isn't a primary concern.
How to Vet Potential Partners Like a Pro
Your vetting process should be thorough. A slick media kit can be deceiving. Here's a checklist for every potential influencer:
- Analyze their Engagement: Don't just look at the ER percentage, look at the quality of the engagement. Are the comments genuine discussions and questions, or are they just generic emoji and "Nice post!" replies? A sea of anemic comments could be a sign of fake followers or low-quality engagement.
- Audit Their Audience: Is their audience aligned with your target market? You can (and should) ask for a screenshot of their audience demographics from their analytics. If they are unwilling to share this, it might be a red flag. Check where their followers are located, their age range, and gender split. It doesn’t matter if an influencer is great if their audience isn’t who you want to sell to.
- Review Past Sponsored Content: How do they handle brand partnerships? Is their sponsored content creative and authentic, or does it sound like a soulless ad read? Pay close attention to how their audience reacts to their sponsored posts - that’s a strong indicator of how they’ll respond to yours.
- Check for Brand Fit and Values: Does their content style, voice, and personal values align with your brand? A mismatch here can feel inauthentic and damage both your brand's and the influencer's credibility.
The Art of the Outreach: How to Not Get Ignored
Influencers, especially good ones, get dozens of partnership requests every day. A generic, copy-pasted message will land straight in the trash. Your outreach needs to be personalized and professional.
Craft an Outreach Email That Gets a Reply
Avoid sending a DM unless their bio explicitly says to. An email is more professional. Here’s how to structure it:
- A Specific Subject Line: Don't just use "Collaboration Inquiry." Try something like, "Partnership idea for [Influencer's Name] x [Your Brand Name]."
- Show You’ve Done Your Homework: Start by mentioning something specific you like about their content. For example: "Hi [Name], I loved your recent post about [specific topic]. The way you explained [detail] was so helpful." This single sentence proves you’re not spamming them.
- Introduce Your Brand Concisely: Briefly explain who you are and what you do. Focus on why your brand would resonate with their audience specifically.
- State Your Proposal Clearly: What are you proposing? A single post? A multi-channel campaign? Be upfront about what you're offering in return - is it a flat fee, a free product, an affiliate code, or a combination?
- End with a Clear Next Step: Finish with a simple call to action, like, "If this sounds interesting, I'd love to share more details about the campaign. Are you open to discussing it further next week?"
Structuring Campaigns and Setting Expectations
Once an influencer has agreed to work with you, you need to set clear guidelines. A well-structured campaign protects you both and ensures you get the content you paid for.
The Creative Brief: Your Campaign Compass
A good creative brief provides direction, not dictation. You're hiring them for their creativity, so don't be overly prescriptive. Instead, give them guardrails. Your brief should include:
- Campaign Goals: Remind them what the ultimate objective is (e.g., drive traffic to our new collection, generate sign-ups for our webinar).
- Key Messaging Points: What are the one or two most important things their audience should know about your product? Don't give them a script - provide talking points they can weave into their own style.
- Content Deliverables: Be specific about what you need. For example: "One Instagram Reel (60-90s) and three accompanying Instagram Stories with a link sticker."
- Do’s and Don’ts: Any important brand guidelines? Words to avoid? Competitors not to mention? Be clear.
- FTC Disclosures: Remind them that they legally must disclose the partnership using hashtags like #ad or #sponsored. This is non-negotiable.
- Tracking Links &, Codes: Provide any custom UTM links or unique discount codes they'll need for their content.
Contracts &, Compensation
For any campaign involving payment, you need a contract. It doesn't need to be 30 pages of legalese. A simple one to two-page agreement is enough to outline the terms. Make sure it covers:
- Deliverables
- Timeline for drafts and posting dates
- Compensation (how much and when it will be paid)
- Content Usage Rights (super important! This clarifies if you can repurpose their content on your website, social channels, or in your own ads)
Measuring What Matters: Did It Actually Work?
After your campaign goes live, it's time to measure its performance against the goals you set at the beginning. This is where your forethought with unique tracking links and codes pays off.
How to Track Your Campaign’s Real Impact
- UTM Links: These are custom URLs that let your analytics software (like Google Analytics) know exactly where your website traffic is coming from. You can create them for free with Google's Campaign URL Builder. A good UTM will tell you the traffic came from Instagram, from an influencer, and from this specific campaign.
- Unique Discount Codes: Assigning a unique code to each influencer (e.g., "SARA15") is the easiest way to track direct sales from their content.
- Analyze the Qualitative Data: Don't just count likes and clicks. Read the comments in their posts. What is the audience saying about your brand or product? Are they asking questions? Tagging friends? This audience sentiment is an incredibly valuable measure of success.
Compare performance across different influencers. You'll quickly learn which partnerships deliver the best return on investment and can use that data to make smarter decisions for your next campaign.
Final Thoughts
Running a professional influencer marketing campaign is fundamentally about building relationships. It requires strategy, research, clear communication, and a focus on measurement. By moving beyond just chasing big follower counts and instead focusing on authentic connections with creators who align with your brand, you can build campaigns that drive real, measurable growth.
Once your campaign is live and the content starts rolling in, the opportunity doesn't end there. Repurposing top-performing influencer content into your own social media calendar can extend the value of the campaign for weeks or months. That's why we built our platform with a visual planner and robust analytics. With Postbase, you can easily track performance across channels, see what content resonates, and schedule your strongest assets to keep the momentum going long after the campaign is over.
Spencer's spent a decade building products at companies like Buffer, UserTesting, and Bump Health. He's spent years in the weeds of social media management—scheduling posts, analyzing performance, coordinating teams. At Postbase, he's building tools to automate the busywork so you can focus on creating great content.