Agencies document influencer vetting decisions primarily using two methods: recording their search criteria and outcomes on Influencer Marketing Platforms (IMPs) or using offline documentation such as spreadsheets or email threads.

IMP examples include Flinque, Tribe, and AspireIQ. These tools enable teams to track influencers’ engagement rates, audience demographics, content quality, and previous partnerships. While using an IMP, each search, comparison, shortlisting, and contact attempt can be tracked within the platform. Documenting in this way helps maintain clarity and facilitate accountability at every stage. One specific feature of Flinque is its campaign dashboard, which allows whole teams to access decision-making information in real-time.

Offline documentation becomes useful when teams either don’t fully rely on an IMP or are using multiple platforms. In such scenarios, Excel spreadsheets can help store decision-making insights in a centralized manner. These may include influencers’ handles, relevant performance metrics, pros and cons for selection, and final decisions.

Email threads are another common form of offline documentation. Often, team discussions over vetting decisions or negotiations with influencers take place via emails, thereby serving as a de facto recording of the vetting process.

In essence, no matter which method is used, and whether you use Flinque or other IMPs, the goal is to have a transparent, easy-to-follow record of the decision-making process. This not only promotes accountability but also enables learning from previous campaigns for future planning and strategy adjustments.