How to Discover Influencers for Campaigns

🎯 Objective:

To discover and shortlist relevant influencers for Cashkr across platforms, using clear criteria and documentation, for one-time or ongoing collaborations.


👥 Roles & Responsibilities:

Role Responsibility
Social Media Executive (SME) Discover, screen, and document potential influencers
Marketing Manager Review and finalize list (if needed)
 

📅 Frequency:

Ongoing (especially before major campaigns or festive launches)


🛠️ Tools Required:

  • Instagram / YouTube / LinkedIn / X (Twitter)

  • Google Search / Hashtag Search

  • Google Sheets (Influencer Discovery Tracker)

  • Optional: Tools like Heepsy, HypeAuditor, or Instagram Insights (if available)


📁 Step-by-Step Process:

✅ Step 1: Define Campaign Type & Target Audience

  • What’s the goal? (e.g., festive campaign, e-waste awareness, new feature launch)

  • Who are we targeting? (e.g., GenZ in metros, students, working professionals)

  • What’s the format? (e.g., Reel, Story, YouTube Short, Post, Thread)

✅ Step 2: Start Platform-Based Search

Platform Discovery Method
Instagram Search relevant hashtags, explore tab, follow brand-related creators
YouTube Search for phone reviews, cash-saving tips, tech hacks
X (Twitter) Use advanced search and keyword monitoring
LinkedIn For sustainability, e-waste and thought-leader content
Google Search “Top tech influencers in India”, etc. for blog lists
Other tools (if available) Use influencer discovery tools for insights
 

✅ Step 3: Use the Right Filters

Shortlist creators based on:

Criteria Ideal Range (Flexible)
Followers 5K to 500K (micro to mid-tier)
Engagement Rate Above 2% minimum
Content Relevance Tech, gadgets, sustainability, savings, college life
Location Urban/Metro India (Delhi, Mumbai, Pune, Hyderabad, etc.)
Consistency Posts/Reels at least 2x/week
Quality Clean edits, clear speech/text, no offensive content
 

✅ Step 4: Document in Influencer Tracker (Google Sheets)

Maintain this format:

Column Description
Influencer Name Full name or handle
Platform IG / YT / X / LinkedIn
Followers/Subscribers Count
Engagement Rate % (manual or tool)
Niche/Category Tech, lifestyle, recycle, etc.
Location City/Region
Sample Content Link Reel/Post/Video
Status Discovered / Contacted / Shortlisted / Rejected
Notes Any special observations
 

✅ Step 5: Share for Review (if applicable)

  • If required, SME can share the sheet with the Marketing Manager before outreach.

  • Final call on collaboration can depend on campaign type, budget, and brand fit.


📌 Notes:

  • Prioritize authentic creators who respond to DMs and comment actively.

  • Avoid creators who use excessive paid promotions or irrelevant brand plugs.

  • Use Sheets color-coding (e.g., Green = Approved, Yellow = Contacted, Red = Rejected).

  • Store influencer lists by quarter or campaign.


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