Unity Workflow - Inviting Lists To Bid On Projects

From Lists, you can invite individual Creators to a Project or you can invite a whole List to a Project. Before you can invite Creators to a Project, however, you must first create a Project and set your Project preferences to enable Open Bidding.

Inviting A Whole List To An Opportunity

1. After you have searched for the list you would like to use, you can select the    icon  to invite the whole List to your Project. 

2.  A flyout will appear asking you what Project you would like to invite the List too. Select the Campaign and Project, then hit Submit. A few things to keep in mind when inviting a List to a Project:

  • Your Project must already be created and approved
  • The Creator must be eligible to participate in that type of Project
  • The invites will be sent as an Open Bid and will not reserve funds for the Offers  

3. Once you have invited the List to your Project, you will be able to manage all of the offers from your Project  Dashboard under the Offers tab. 

Inviting Individual Creators To A Project 

1. If you would like to invite individual Creators to a Project, you may do so from the Lists as well. To view the Creators in the Lists click the name of the List.

2. From the List, you can view the Creator's profile as well as the Creator's connections. To view the Creator's profiles, click on their name on the left-hand side. 

3. Once you have chosen the Creator you would like to use, click on the drop-down menu and select Invite to Bid.

4. A flyout will appear asking you what Project you would like to invite the Creator too. Select the Campaign and Project, then hit Submit. A few things to keep in mind when inviting a List to a Project:

  • Your Project must already be created and approved
  • The Creator must be eligible to participate in that type of Project
  • The invites will be sent as an Open Bid and will not reserve funds for the Offers  

5. Once you have invited the Creator to your Project, you will be able to manage all of the offers from your Project  Dashboard under the Offers tab. 


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