1 44000223387 2019-03-27T10:18:38-04:00 44000811602 false Creating Projects 6 2020-12-09T11:49:58-05:00 1 1 2019-03-25T17:01:50-04:00 0 2 Once you have created a Campaign, you will need to add a Project to it. The flow for Campaign creation in the system is as follows: First, create a Campaign. Next, build Projects within your Campaign. Then set up a Deliverable within your Project. And finally create Unit(s) within your Deliverable. You are free to set up your Campaign(s) however you would like, but if you are unsure of where to begin, the following example could be a helpful way to go: Picture your Campaign as your yearlong overarching goal. The Projects you Create within your Campaign could be for each Quarter or seasonal promotion in the year. Then after you set up your Deliverable (the container for your Units), the Units within your Deliverable will be for each different type of social post you want Creators to publish. In this article, we will walk through the final steps of this process: creating a Project, Deliverable, and Units. Creating a Project From your Campaign Dashboard, click Create Project. Project Details A flyout will open for you to begin filling out your Project Details. On the Details tab, enter the following: Name and Image The Project name will be visible to Creators and should provide them with an idea of what the overall Project will entail. The Project image will be the avatar presented to Creators. Minimum image dimensions are 500x; supported formats: JPG/PNG To upload your image: Click Add an Image. A pop-up will appear where you can choose a file from your computer to upload. From here, you can adjust and then click Crop Image. Once your image has been uploaded, if you would like to change your image, click Change Image.  Project Brief The Project brief should be a general overview of the goals of your Project. This information can include creative direction, Creator do's/don'ts, and legal information. Please make sure that if you are copying and pasting from another document that you edit your formatting once it has been pasted. If you do not, it may affect the appearance of your Project brief when presented to Creators.  Additional Files You may upload any documents you feel necessary here. Some examples of what you could upload are Parental Consent Forms, Style Guides, or Additional Guidelines.  Open Bidding When creating your Project, you will be able to choose the way in which you want to send and receive Offers. An Offer is an invitation to a Creator to participate in your Project. If you want any Creators in the platform to be able to submit Bids to be considered for participation, you can enable Open Bidding to begin as soon as your Project is approved. Alternatively, if you have specific Creators in mind for your Project, you can leave Open Bidding unchecked and instead send Direct Offers. You may also send Direct Offers in addition to enabling Open Bidding. If you have opted to use Open Bidding and want to narrow the pool of Creators that are able to submit a Bids, you can create a Targeting Set. A Targeting Set is created from a saved search in Unity Search. All filters from the saved search, except keywords, will be used to determine which Creators can Bid on your Project. You can find more information about sending and receiving Offers here. After you have finished filling out your Project Details, click Next: Set Up Deliverable.  Deliverable When Creating your Project, you will be able to set up a Deliverable within it. A Deliverable can consist of one or more Units and will have it's own Payout associated with it. To get started, click the three dots next to the Deliverable and select Edit. Deliverable Name The first thing you will want to do will be to name the Deliverable. We recommend entering a name that will be easy to distinguish for both you and Creators. Units You can add one or more Units to a Deliverable, and can customize them as needed. Click Add a Unit to get started. Add Unit Select which platform you would like to use for your Unit from the list provided. Unit Details Enter a Unit Name, Post Description, any Requirements you would like to add, and select a Draft Due Date.  Once you are finished, click Next: Add Elements. Unit Elements Enter any required hashtags, mentions, or links you would like Creators to include in their posts. Please note that any hashtags and mentions you enter here will be case sensitive, Creators will need to copy exactly what you typed. For more details on the different types of Unit Elements and how to add them, please visit the following articles: Unity Workflow - Adding Blog Unit Elements Unity Workflow - Adding Instagram Post Unit Elements Unity Workflow - Adding Instagram Story Unit Elements Unity Workflow - Adding Facebook Unit Elements  Unity Workflow - Adding Pinterest Unit Elements  Unity Workflow - Adding YouTube Unit Elements  Unity Workflow - Adding Twitter Unit Elements  Once you are finished, click Save Changes. Additional Units After you have added your first Unit, you can Edit your Unit, Clone your Unit, keep your Units as Independent of each other or make Units Dependent on one another, and can Add or Remove Units if you need to.  Draft Due Date and Publishing Window If you have already set the Draft Due Date within the Unit(s), you can move on to setting a Publishing Window. Alternatively, to set up your Draft Due Dates in bulk, click Apply Draft Due Date to All Units. You will then be able to choose a specific date for the Drafts or a date that is relative to the Publishing Window. To set your Publishing Window, click Select a date and navigate within the calendar to set your window. Publishing dates are set at the Project level as a Publishing Window. The Publishing Window will allow Creators to choose a specific date within the window to post their content.  You can find more details here regarding setting your Draft Due Dates and Publishing Dates.  Once you have completed setting up your Draft Due Dates and Publishing Window, click Save Changes. Finalizing Your Project Once you have finished setting up you Project Details, Deliverable, Units, and Draft and Publishing Dates, you are ready to Create your Project. Click Create Project to finish set-up. If you are not ready to complete your Project, you can also select Cancel and a window will pop up where you can choose to save the changes and come back to your Project Draft later. <p data-identifyelement="490" dir="ltr">Once you have <a data-identifyelement="491" href="https://marketers.izea.com/support/solutions/articles/44001134034-unity-workflow-creating-campaigns" rel="noopener noreferrer" target="_blank">created a Campaign</a>, you will need to add a Project to it. The flow for Campaign creation in the system is as follows:</p><ul><li dir="ltr">First, create a Campaign.</li><li dir="ltr">Next, build Projects within your Campaign.<ul><li dir="ltr">Then set up a Deliverable within your Project.</li><li dir="ltr">And finally create Unit(s) within your Deliverable.</li></ul></li></ul><p dir="ltr">You are free to set up your Campaign(s) however you would like, but if you are unsure of where to begin, the following example could be a helpful way to go: Picture your Campaign as your yearlong overarching goal. The Projects you Create within your Campaign could be for each Quarter or seasonal promotion in the year. Then after you set up your Deliverable (the container for your Units), the Units within your Deliverable will be for each different type of social post you want Creators to publish.</p><p dir="ltr">In this article, we will walk through the final steps of this process: creating a Project, Deliverable, and Units.</p><h2 dir="ltr">Creating a Project</h2><p data-identifyelement="490">From your Campaign Dashboard, click <strong data-identifyelement="489"><em data-identifyelement="490">Create Project</em></strong>.</p><p data-identifyelement="492"><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043186449890/original/30gzqFbi-DCO0qnP9QIDvArNOPY1LFXnoQ.png?1611604768" style="width: 485px;" class="fr-fil fr-dib" data-attachment="[object Object]" data-id="2043186449890" data-identifyelement="491"></p><h2 data-identifyelement="492">Project Details</h2><p data-identifyelement="492">A flyout will open for you to begin filling out your Project Details. On the Details tab, enter the following:</p><ul data-identifyelement="493"><li data-identifyelement="496"><em data-identifyelement="497">Name and Image</em><ul data-identifyelement="494"><li data-identifyelement="496" dir="ltr">The Project name will be visible to Creators and should provide them with an idea of what the overall Project will entail. The Project image will be the avatar presented to Creators. Minimum image dimensions are 500x; supported formats: JPG/PNG</li><li data-identifyelement="496">To upload your image:<ol data-identifyelement="495"><li data-identifyelement="496">Click <strong data-identifyelement="496"><em data-identifyelement="497">Add an Image</em></strong>.</li><li data-identifyelement="496">A pop-up will appear where you can choose a file from your computer to upload.</li><li data-identifyelement="496">From here, you can adjust and then click <strong data-identifyelement="506"><em data-identifyelement="507">Crop Image</em></strong>. Once your image has been uploaded, if you would like to change your image, click <strong data-identifyelement="508"><em data-identifyelement="509">Change Image</em></strong>. </li></ol></li></ul></li><li data-identifyelement="510"><em data-identifyelement="498">Project Brief</em><ul data-identifyelement="499"><li data-identifyelement="510">The Project brief should be a general overview of the goals of your Project. This information can include creative direction, Creator do's/don'ts, and legal information. Please make sure that if you are copying and pasting from another document that you edit your formatting once it has been pasted. If you do not, it may affect the appearance of your Project brief when presented to Creators. </li></ul></li><li data-identifyelement="512"><em data-identifyelement="500">Additional Files</em><ul data-identifyelement="501"><li data-identifyelement="512">You may upload any documents you feel necessary here. Some examples of what you could upload are Parental Consent Forms, Style Guides, or Additional Guidelines. </li></ul></li><li data-identifyelement="582"><em data-identifyelement="502">Open Bidding</em><ul data-identifyelement="503"><li data-identifyelement="582">When creating your Project, you will be able to choose the way in which you want to send and receive Offers. An Offer is an invitation to a Creator to participate in your Project. If you want any Creators in the platform to be able to submit Bids to be considered for participation, you can enable <strong>Open Bidding</strong> to begin as soon as your Project is approved. Alternatively, if you have specific Creators in mind for your Project, you can leave Open Bidding unchecked and instead send <strong>Direct Offers</strong>. You may also send Direct Offers in addition to enabling Open Bidding.</li><li data-identifyelement="582">If you have opted to use Open Bidding and want to narrow the pool of Creators that are able to submit a Bids, you can create a <strong>Targeting Set</strong>. A Targeting Set is created from a saved search in Unity Search. All filters from the saved search, except keywords, will be used to determine which Creators can Bid on your Project. You can find more information about sending and receiving Offers <a data-identifyelement="586" href="https://marketers.izea.com/support/solutions/folders/44000845387" rel="noopener noreferrer" target="_blank">here</a>.</li></ul></li></ul><p data-identifyelement="512">After you have finished filling out your Project Details, click<strong data-identifyelement="513"><em data-identifyelement="514"> Next: </em></strong><strong data-identifyelement="515"><em data-identifyelement="516">Set Up Deliverable</em></strong>. </p><p data-identifyelement="512"><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043194358187/original/u2OHfb5ehaO8wMGE0OJ4HrfQ6Zrle5sDRA.png?1613750798" style="width: 542px;" class="fr-fil fr-dib" data-attachment="[object Object]" data-id="2043194358187"></p><h2 data-identifyelement="519" dir="ltr">Deliverable</h2><p data-identifyelement="521">When Creating your Project, you will be able to set up a Deliverable within it. A Deliverable can consist of one or more Units and will have it's own Payout associated with it. To get started, click the three dots next to the Deliverable and select <strong data-identifyelement="505"><em data-identifyelement="506">Edit</em></strong>.<em data-identifyelement="523"><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043186419729/original/rkkGiSBR3ofNKZuFWBRRcB_IkPuDv8le7Q.png?1611598548" style="width: 531px;" class="fr-fil fr-dib" data-attachment="[object Object]" data-id="2043186419729" data-identifyelement="507"></em></p><ul data-identifyelement="508"><li data-identifyelement="521"><em data-identifyelement="523">Deliverable Name</em><ul data-identifyelement="509"><li data-identifyelement="521">The first thing you will want to do will be to name the Deliverable. We recommend entering a name that will be easy to distinguish for both you and Creators.</li></ul></li><li data-identifyelement="510"><em data-identifyelement="511">Units</em><ul data-identifyelement="512"><li data-identifyelement="513">You can add one or more Units to a Deliverable, and can customize them as needed. Click <strong data-identifyelement="514"><em data-identifyelement="515">Add a Unit </em></strong>to get started.</li></ul></li></ul><p data-identifyelement="516"><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043186455433/original/9bTXMtrd99CZ_aTzST7HHm-3fUA5MYm31A.png?1611605864" style="width: 522px;" class="fr-fil fr-dib" data-attachment="[object Object]" data-id="2043186455433" data-identifyelement="517"></p><ul data-identifyelement="518"><li data-identifyelement="519"><em data-identifyelement="520">Add Unit</em><ul data-identifyelement="521"><li data-identifyelement="522">Select which platform you would like to use for your Unit from the list provided.</li></ul></li></ul><p data-identifyelement="523"><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043186456136/original/aG98b1r2SiVoHMbo4czmZirpX9c8GsrsOw.png?1611606044" style="width: 512px;" class="fr-fil fr-dib" data-attachment="[object Object]" data-id="2043186456136" data-identifyelement="524"></p><ul data-identifyelement="525"><li data-identifyelement="526"><em data-identifyelement="527">Unit Details</em><ul data-identifyelement="528"><li data-identifyelement="529">Enter a Unit Name, Post Description, any Requirements you would like to add, and select a Draft Due Date. </li><li data-identifyelement="530">Once you are finished, click <strong data-identifyelement="531"><em data-identifyelement="532">Next: Add Elements</em></strong>.</li></ul></li></ul><p data-identifyelement="533"><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043186457518/original/3XyPL6KEY74pYVGhw4sgZQca2l9ZTqe2iA.png?1611606326" style="width: 503px;" class="fr-fil fr-dib" data-attachment="[object Object]" data-id="2043186457518" data-identifyelement="534"></p><ul data-identifyelement="535"><li data-identifyelement="536"><em data-identifyelement="537">Unit Elements</em><ul data-identifyelement="538"><li data-identifyelement="539">Enter any required hashtags, mentions, or links you would like Creators to include in their posts. Please note that any hashtags and mentions you enter here will be case sensitive, Creators will need to copy exactly what you typed. For more details on the different types of Unit Elements and how to add them, please visit the following articles:<ul><li data-identifyelement="539"><a class="css-bd5ieu" data-slate-inline="true" data-slate-node="element" href="https://marketers.izea.com/support/solutions/articles/44001147672-unity-workflow-adding-blog-unit-elements" rel="noreferrer noopener" title="https://marketers.izea.com/support/solutions/articles/44001147672-unity-workflow-adding-blog-unit-elements"><span data-slate-node="text"><span data-slate-leaf="true"><span data-slate-string="true">Unity Workflow - Adding Blog Unit Elements</span></span></span></a><a class="css-bd5ieu" data-slate-inline="true" data-slate-node="element" href="https://marketers.izea.com/support/solutions/articles/44002151055-unity-workflow-adding-instagram-post-unit-elements" rel="noreferrer noopener" title="https://marketers.izea.com/support/solutions/articles/44002151055-unity-workflow-adding-instagram-post-unit-elements"></a></li><li data-identifyelement="539"><a class="css-bd5ieu" data-slate-inline="true" data-slate-node="element" href="https://marketers.izea.com/support/solutions/articles/44002151055-unity-workflow-adding-instagram-post-unit-elements" rel="noreferrer noopener" title="https://marketers.izea.com/support/solutions/articles/44002151055-unity-workflow-adding-instagram-post-unit-elements"><span data-slate-node="text"><span data-slate-leaf="true"><span data-slate-string="true">Unity Workflow - Adding Instagram Post Unit Elements</span></span></span></a><a class="css-bd5ieu" data-slate-inline="true" data-slate-node="element" href="https://marketers.izea.com/support/solutions/articles/44002151065-unity-workflow-adding-instagram-story-unit-elements" rel="noreferrer noopener" title="https://marketers.izea.com/support/solutions/articles/44002151065-unity-workflow-adding-instagram-story-unit-elements"></a></li><li data-identifyelement="539"><a class="css-bd5ieu" data-slate-inline="true" data-slate-node="element" href="https://marketers.izea.com/support/solutions/articles/44002151065-unity-workflow-adding-instagram-story-unit-elements" rel="noreferrer noopener" title="https://marketers.izea.com/support/solutions/articles/44002151065-unity-workflow-adding-instagram-story-unit-elements"><span data-slate-node="text"><span data-slate-leaf="true"><span data-slate-string="true">Unity Workflow - Adding Instagram Story Unit Elements</span></span></span></a><a class="css-bd5ieu" data-slate-inline="true" data-slate-node="element" href="https://marketers.izea.com/support/solutions/articles/44002151069-unity-workflow-adding-facebook-unit-elements" rel="noreferrer noopener" title="https://marketers.izea.com/support/solutions/articles/44002151069-unity-workflow-adding-facebook-unit-elements"></a></li><li data-identifyelement="539"><a class="css-bd5ieu" data-slate-inline="true" data-slate-node="element" href="https://marketers.izea.com/support/solutions/articles/44002151069-unity-workflow-adding-facebook-unit-elements" rel="noreferrer noopener" title="https://marketers.izea.com/support/solutions/articles/44002151069-unity-workflow-adding-facebook-unit-elements"><span data-slate-node="text"><span data-slate-leaf="true"><span data-slate-string="true">Unity Workflow - Adding Facebook Unit Elements</span></span></span></a><span data-slate-node="text"><span data-slate-leaf="true"><span data-slate-string="true"> </span></span></span><a class="css-bd5ieu" data-slate-inline="true" data-slate-node="element" href="https://marketers.izea.com/support/solutions/articles/44002151496-unity-workflow-adding-pinterest-unit-elements" rel="noreferrer noopener" title="https://marketers.izea.com/support/solutions/articles/44002151496-unity-workflow-adding-pinterest-unit-elements"></a></li><li data-identifyelement="539"><a class="css-bd5ieu" data-slate-inline="true" data-slate-node="element" href="https://marketers.izea.com/support/solutions/articles/44002151496-unity-workflow-adding-pinterest-unit-elements" rel="noreferrer noopener" title="https://marketers.izea.com/support/solutions/articles/44002151496-unity-workflow-adding-pinterest-unit-elements"><span data-slate-node="text"><span data-slate-leaf="true"><span data-slate-string="true">Unity Workflow - Adding Pinterest Unit Elements</span></span></span></a><span data-slate-node="text"><span data-slate-leaf="true"><span data-slate-string="true"> </span></span></span><a class="css-bd5ieu" data-slate-inline="true" data-slate-node="element" href="https://marketers.izea.com/support/solutions/articles/44002151505-unity-workflow-adding-youtube-unit-elements" rel="noreferrer noopener" title="https://marketers.izea.com/support/solutions/articles/44002151505-unity-workflow-adding-youtube-unit-elements"></a></li><li data-identifyelement="539"><a class="css-bd5ieu" data-slate-inline="true" data-slate-node="element" href="https://marketers.izea.com/support/solutions/articles/44002151505-unity-workflow-adding-youtube-unit-elements" rel="noreferrer noopener" title="https://marketers.izea.com/support/solutions/articles/44002151505-unity-workflow-adding-youtube-unit-elements"><span data-slate-node="text"><span data-slate-leaf="true"><span data-slate-string="true">Unity Workflow - Adding YouTube Unit Elements</span></span></span></a><span data-slate-node="text"><span data-slate-leaf="true"><span data-slate-string="true"> </span></span></span><a class="css-bd5ieu" data-slate-inline="true" data-slate-node="element" href="https://marketers.izea.com/support/solutions/articles/44002151540-unity-workflow-adding-twitter-unit-elements" rel="noreferrer noopener" title="https://marketers.izea.com/support/solutions/articles/44002151540-unity-workflow-adding-twitter-unit-elements"></a></li><li data-identifyelement="539"><a class="css-bd5ieu" data-slate-inline="true" data-slate-node="element" href="https://marketers.izea.com/support/solutions/articles/44002151540-unity-workflow-adding-twitter-unit-elements" rel="noreferrer noopener" title="https://marketers.izea.com/support/solutions/articles/44002151540-unity-workflow-adding-twitter-unit-elements"><span data-slate-node="text"><span data-slate-leaf="true"><span data-slate-string="true">Unity Workflow - Adding Twitter Unit Elements</span></span></span></a><span data-slate-node="text"><span data-slate-leaf="true"><span data-slate-string="true"> </span></span></span></li></ul></li></ul></li></ul><ul><li data-identifyelement="540">Once you are finished, click <strong data-identifyelement="541"><em data-identifyelement="542">Save Changes</em></strong>.</li></ul><p data-identifyelement="543"><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043186458685/original/BlvPVjq4piyTjrnHlWDq_kg91OwJkpJKww.png?1611606586" style="width: 534px;" class="fr-fil fr-dib" data-attachment="[object Object]" data-id="2043186458685" data-identifyelement="544"></p><ul data-identifyelement="545"><li data-identifyelement="546">Additional Units<ul data-identifyelement="547"><li data-identifyelement="548">After you have added your first Unit, you can Edit your Unit, Clone your Unit, keep your Units as Independent of each other or make Units Dependent on one another, and can Add or Remove Units if you need to. </li></ul></li></ul><p data-identifyelement="549"><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043186463338/original/V2FrkzRVMnvTWDF8yjqWMWrFCmyEXkp2yw.png?1611607576" style="width: 522px;" class="fr-fil fr-dib" data-attachment="[object Object]" data-id="2043186463338" data-identifyelement="550"></p><ul data-identifyelement="551"><li data-identifyelement="521"><em data-identifyelement="552">Draft Due Date and Publishing Window</em><ul data-identifyelement="553"><li data-identifyelement="521">If you have already set the Draft Due Date within the Unit(s), you can move on to setting a Publishing Window. Alternatively, to set up your Draft Due Dates in bulk, click <strong data-identifyelement="576" style="box-sizing: border-box; font-weight: 700;"><em>Apply Draft Due Date to All Units</em></strong>. You will then be able to choose a specific date for the Drafts or a date that is relative to the Publishing Window.</li><li data-identifyelement="521" dir="ltr">To set your Publishing Window, click <strong><em>Select a date</em></strong><b><i dir="ltr"> </i></b>and navigate within the calendar to set your window. Publishing dates are set at the Project level as a Publishing Window. The Publishing Window will allow Creators to choose a specific date within the window to post their content. </li><li data-identifyelement="521">You can find more details <a data-identifyelement="579" href="https://marketers.izea.com/en/support/solutions/articles/44001967439" rel="noopener noreferrer" target="_blank">here</a> regarding setting your Draft Due Dates and Publishing Dates. </li><li data-identifyelement="521">Once you have completed setting up your Draft Due Dates and Publishing Window, click <strong data-identifyelement="556"><em data-identifyelement="557">Save Changes</em></strong>.</li></ul></li></ul><h2 data-identifyelement="521"><em data-identifyelement="558"><strong data-identifyelement="553"><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043186459870/original/vfOy28rnCfYhZLLaQWX7MAYAoQnx8IAeiQ.png?1611606857" style="width: 480px;" class="fr-fil fr-dib" data-attachment="[object Object]" data-id="2043186459870" data-identifyelement="559"><p><br></p></strong></em></h2><h2 data-identifyelement="521">Finalizing Your Project</h2><p data-identifyelement="521">Once you have finished setting up you Project Details, Deliverable, Units, and Draft and Publishing Dates, you are ready to Create your Project. Click <strong data-identifyelement="560"><em data-identifyelement="561">Create Project</em></strong> to finish set-up.<em data-identifyelement="562"><strong data-identifyelement="553"><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043186461099/original/0PPwHga3JO7Fk88pW55eqbSB0LQVAAyf9w.png?1611607129" style="width: 476px;" class="fr-fil fr-dib" data-attachment="[object Object]" data-id="2043186461099" data-identifyelement="563"></strong></em></p><p><em data-identifyelement="562"><strong data-identifyelement="553"><br></strong></em></p><p>If you are not ready to complete your Project, you can also select <strong data-identifyelement="588"><em>Cancel</em></strong> and a window will pop up where you can choose to save the changes and come back to your Project Draft later.</p> 44000811602 287 44001136000 2021-02-22T10:22:39-05:00 2043044474784 1 2 0 2 Unity Workflow - Creating A Project 2021-02-22T10:22:40-05:00 2043019438418 1 2019-08-06T17:10:26-04:00 0 0 After you have created your Project, you will be able to Clone it for easy recreation of the information you already built out. This article will walk you through cloning Projects in the system.  1. From your Unity Workflow Dashboard, locate and click on the Campaign Name containing the Project you would like to Clone.  2. Select the icon next to your Project Name and click Clone Project. 3. This will redirect you to a new Project flyout where the information from the Project you cloned will be pre-populated. You will be able to edit the following information: Campaign associated with Project Project Name and Image Project Brief Additional Files  Open Bidding Setting Deliverable Units Required Elements Draft Due Date Publishing Window For more information on setting up a Project, click here. Please note that cloning Projects does not clone the Offers that were sent in the original Project. Additionally, if you want to change the Deliverable from the one that was pre-populated in the original Project, you will lose all of the information entered for the original Unit(s). 4. Once you have finished all of your needed edits, click Create Project.   <p>After you have created your Project, you will be able to Clone it for easy recreation of the information you already built out. This article will walk you through cloning Projects in the system. </p><p>1. From your Unity Workflow Dashboard, locate and click on the <strong><em>Campaign Name</em></strong> containing the Project you would like to Clone. </p><p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043186794981/original/PnjNSDKxA7WAdn7unOpumE79b5oQbmtgJA.png?1611685383" style="width: 268px;" class="fr-fil fr-dib" data-attachment="[object Object]" data-id="2043186794981"></p><p>2. Select the <img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043038637235/original/laGGKb2MkG4jpou32G6_4yQOQKo01ILv6Q.png?1565124976" data-fileid="2043038637235" class="fr-fic fr-dii" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043038637235/original/laGGKb2MkG4jpou32G6_4yQOQKo01ILv6Q.png?1565124976" data-uniquekey="1565124690959"> icon next to your Project Name and click <strong><em>Clone Project</em></strong>.</p><p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043186795136/original/csx9YPhSfL9rjpy1NkBMrOPbJfdLhvMOIQ.png?1611685411" style="width: 274px;" class="fr-fil fr-dib" data-attachment="[object Object]" data-id="2043186795136"></p><p>3. This will redirect you to a new Project flyout where the information from the Project you cloned will be pre-populated. You will be able to edit the following information:</p><ul><li>Campaign associated with Project</li><li>Project Name and Image</li><li>Project Brief</li><li>Additional Files </li><li>Open Bidding Setting</li><li>Deliverable</li><li>Units</li><li style="box-sizing: border-box; font-size: 13px; line-height: 18px; margin-bottom: 0px; margin-left: 0px; word-break: normal; overflow-wrap: break-word;">Required Elements</li><li>Draft Due Date</li><li>Publishing Window</li></ul><p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043186796324/original/shb0C1xK5MuLR4H21N3Jon02hU01No1HPg.png?1611685671" style="width: 516px;" class="fr-fil fr-dib" data-attachment="[object Object]" data-id="2043186796324"></p><p>For more information on setting up a Project, click <a href="https://marketers.izea.com/support/solutions/articles/44001136000-unity-workflow-creating-a-project-" rel="noopener noreferrer" target="_blank">here</a>. Please note that cloning Projects does not clone the Offers that were sent in the original Project. Additionally, if you want to change the Deliverable from the one that was pre-populated in the original Project, you will lose all of the information entered for the original Unit(s).</p><p>4. Once you have finished all of your needed edits, click <strong><em>Create Project</em></strong>.  </p><p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043158178004/original/JP5eWqk_OIouI602lUSYM117vD_BAYzYBQ.png?1603121386" style="width: auto;" class="fr-fil fr-dib" data-attachment="[object Object]" data-id="2043158178004"></p><p><br></p><p><br></p> 44000811602 38 44001778768 2021-01-26T13:28:19-05:00 2043044474784 2 2 0 0 Unity Workflow - Cloning Projects 2021-01-26T13:28:19-05:00 2043044474784 1 2021-01-26T10:12:15-05:00 0 0 After you have added more than one Unit to a Deliverable in your Project, you will be able to either leave all Units as independent of each other (which is how they are added by default) or you will be able to add specific dependencies to Units.  What is the difference between Independent and Dependent Units? Independent Units can be published by Creators at any time after Draft Approval once the set Publishing Date rolls around for them. They do not require that a certain post be published first prior to publishing any other posts. When you add Units to a Deliverable, they are added as independent of each other by default.  Dependent Units will require that the Creator first publishes the main "parent" Unit, and then they will be able to Publish the Unit that is Dependent upon it. Dependent Units also require the Creator to link back to the main "parent" Unit within the body of their post for the Dependent Unit. An example for using a Dependent Unit would be if you would like Creators to first publish a blog post (main parent Unit) and after that publish a Tweet (Dependent Unit) that gives a brief description of the blog post and also links out to it.  How to create Dependent Units From within your Deliverable, click the three dots to the right of the Unit you wish to make Dependent and click Make Dependent. A pop-up window will appear where you can select which Unit you would like your Dependent Unit to depend upon (ie: the main "parent" Unit). Once selected, click Make Dependent.  You will then be taken back to your Deliverable where you can see your Unit Dependencies. In the below example, Creators will not be able to publish Instagram Story Frame #1 until they first publish Instagram Post #1.  Alternatively, you can create a new Dependent Unit by selecting the three dots to the right of the Unit which you would like to be the main Unit and clicking Add Dependent Unit. From there you will be taken to the flow for adding a new Unit and once you have finished, you will see your new Dependent Unit nested under the main Unit. If you find that you would like to change a Dependent Unit to instead be Independent, you can select the three dots to the right of it and click Make Independent. You will be prompted to confirm the change. If you move forward, the link back to the main Unit that was required for this Dependent Unit post will be removed. To remove dependency and link back, click Make Independent. Once you have confirmed the change, you will see that the Unit is no longer dependent upon the main Unit. <p data-identifyelement="480">After you have added more than one Unit to a Deliverable in your Project, you will be able to either leave all Units as independent of each other (which is how they are added by default) or you will be able to add specific dependencies to Units. </p><h2 data-identifyelement="480">What is the difference between Independent and Dependent Units?</h2><p data-identifyelement="480"><strong>Independent Units</strong> can be published by Creators at any time after Draft Approval once the set Publishing Date rolls around for them. They do not require that a certain post be published first prior to publishing any other posts. When you add Units to a Deliverable, they are added as independent of each other by default. </p><p data-identifyelement="480"><strong>Dependent Units</strong> will require that the Creator first publishes the main "parent" Unit, and then they will be able to Publish the Unit that is Dependent upon it. Dependent Units also require the Creator to link back to the main "parent" Unit within the body of their post for the Dependent Unit. An example for using a Dependent Unit would be if you would like Creators to first publish a blog post (main parent Unit) and after that publish a Tweet (Dependent Unit) that gives a brief description of the blog post and also links out to it. </p><h2 data-identifyelement="480">How to create Dependent Units</h2><p data-identifyelement="481">From within your Deliverable, click the three dots to the right of the Unit you wish to make Dependent and click <strong data-identifyelement="482"><em data-identifyelement="483">Make Dependent</em></strong>.</p><p data-identifyelement="484"><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043186808385/original/7vCRD4db69LOokLJasvkBWRjIO0IJr7QcA.png?1611688124" style="width: 497px;" class="fr-fil fr-dib" data-attachment="[object Object]" data-id="2043186808385" data-identifyelement="485"></p><p data-identifyelement="486">A pop-up window will appear where you can select which Unit you would like your Dependent Unit to depend upon (ie: the main "parent" Unit). Once selected, click <em data-identifyelement="487"><strong data-identifyelement="488">M</strong></em><strong data-identifyelement="489"><em data-identifyelement="490"><strong data-identifyelement="491"><em data-identifyelement="492">ake</em></strong> Dependent</em></strong>. </p><p data-identifyelement="493"><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043186808456/original/s_3Lzsx0lV8Om8uaErN49fENGhk8i184aw.png?1611688142" style="width: 412px;" class="fr-fil fr-dib" data-attachment="[object Object]" data-id="2043186808456" data-identifyelement="494"></p><p data-identifyelement="495">You will then be taken back to your Deliverable where you can see your Unit Dependencies. In the below example, Creators will not be able to publish Instagram Story Frame #1 until they first publish Instagram Post #1. </p><p data-identifyelement="496"><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043186808658/original/WL_psPCEuCELUq-pOFZplKteMu_o8BiM9A.png?1611688185" style="width: 486px;" class="fr-fil fr-dib" data-attachment="[object Object]" data-id="2043186808658" data-identifyelement="497"></p><p data-identifyelement="498">Alternatively, you can create a new Dependent Unit by selecting the three dots to the right of the Unit which you would like to be the main Unit and clicking <strong data-identifyelement="499"><em data-identifyelement="500">Add Dependent Unit</em></strong>.</p><p data-identifyelement="501"><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043186814241/original/-YuZcNBT-gFprNLXuk0gdOKtm6w73xfDKw.png?1611689379" style="width: 469px;" class="fr-fil fr-dib" data-attachment="[object Object]" data-id="2043186814241" data-identifyelement="502"></p><p data-identifyelement="503">From there you will be taken to the flow for adding a new Unit and once you have finished, you will see your new Dependent Unit nested under the main Unit.</p><p data-identifyelement="504"><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043186814202/original/AgnP9huJOT6B8rDTcTRwZjqslqR0iODXyw.png?1611689364" style="width: 471px;" class="fr-fil fr-dib" data-attachment="[object Object]" data-id="2043186814202" data-identifyelement="505"></p><p data-identifyelement="506">If you find that you would like to change a Dependent Unit to instead be Independent, you can select the three dots to the right of it and click <strong data-identifyelement="507"><em data-identifyelement="508">Make Independent</em></strong>.</p><p data-identifyelement="509"><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043186814632/original/ch8AqnvpqeMHRDVogLFm2w2BK6GxZzNqBw.png?1611689473" style="width: 458px;" class="fr-fil fr-dib" data-attachment="[object Object]" data-id="2043186814632" data-identifyelement="510"></p><p data-identifyelement="511">You will be prompted to confirm the change. If you move forward, the link back to the main Unit that was required for this Dependent Unit post will be removed. To remove dependency and link back, click <strong data-identifyelement="512"><em data-identifyelement="513">Make Independent</em></strong>.</p><p data-identifyelement="514"><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043186815530/original/wHhdWRFQzB01IItRYMzIp0BNuEhoDdzNRQ.png?1611689680" style="width: 411px;" class="fr-fil fr-dib" data-attachment="[object Object]" data-id="2043186815530" data-identifyelement="515"></p><p data-identifyelement="516">Once you have confirmed the change, you will see that the Unit is no longer dependent upon the main Unit.</p><p data-identifyelement="517"><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043186815456/original/mShxzD-iJ1o_RC-Ubhaz6MFSYPl6IPu8NA.png?1611689661" style="width: 446px;" class="fr-fil fr-dib" data-attachment="[object Object]" data-id="2043186815456" data-identifyelement="518"></p><p><br></p> 44000811602 1 44002150246 2021-02-02T11:55:45-05:00 2043044474784 3 2 0 0 Unity Workflow - Dependent vs. Independent Units 2021-02-02T11:55:45-05:00 2043044474784 1 2019-03-26T14:36:16-04:00 0 0 Unit Elements can consist of hashtags, mentions, and links. It is important to include Elements in addition to your Project Brief and Post Description as they help Creators know what must be included in their post. You can add Elements as either required or optional for Creators to use. The following article will walk you through the different types of Blog Post Elements you can add and how to include them in your Units.  Blog Post Elements Disclosure Sponsorship disclosure is the FTC compliant way to let the public know that a post is Sponsored, and by whom. Disclosure options are automatically included for Creators to choose from, however for Blog Posts you will need to enter the link to the brand website which you need referenced within the Disclosure statement. To the right of the website, be sure to type the brand name exactly as you would like it to appear. This will appear to Creators as an Element they can simply click to insert.  Link If you would like to add a specific link for Creators to include within the body of their post, click the dropdown to Add Elements and select Link. From here you will be able to enter a link URL and the anchor text that you would like used for it's wording. Hosted Image Hosted Images are images that you provide for Creators to use in their posts. These images will be permanently stored on our servers. To add a Hosted Image, click the dropdown to Add Elements and select Hosted Image. From there, follow the steps below: Click Add an Image.  A pop-up will appear where you can select what image you would like to provide to the Creators.  Once your image has loaded, you can crop the image to the size you would like and then select Crop Image.  If you would like this image to be required by Creators, select the checkbox for Required by the Creator. HTML Snippet HTML Snippets can be used to include a video or image for Creators to add to their post. Creators will be able to copy and paste this code directly into their HTML. To add an HTML Snippet, click the dropdown to Add Elements and select HTML Snippet. From there, follow the steps below Paste your snippet into the box provided. If you would like this snippet to be required by Creators, select the checkbox for Required by the Creator. Third Party Tracking Pixel A Third Party Tracking Pixel can be anything from a UTM tag to a MOAT tag. To add a Third Party Tracking Pixel, click the dropdown to Add Elements and select Third Party Tracking Pixel. From there, paste the HTML to be used by Creators. Once you have included all of the Elements you would like Creators to use for their posts, click Save Changes at the bottom right. <p>Unit Elements can consist of hashtags, mentions, and links. It is important to include Elements in addition to your Project Brief and Post Description as they help Creators know what must be included in their post. You can add Elements as either required or optional for Creators to use. The following article will walk you through the different types of Blog Post Elements you can add and how to include them in your Units. </p><h2>Blog Post Elements</h2><h4><strong>Disclosure</strong></h4><p>Sponsorship disclosure is the <a href="https://marketers.izea.com/support/solutions/articles/44000501281-sponsorship-required-disclosures" rel="noreferrer" target="_blank">FTC compliant</a> way to let the public know that a post is Sponsored, and by whom. Disclosure options are automatically included for Creators to choose from, however for Blog Posts you will need to enter the link to the brand website which you need referenced within the Disclosure statement. To the right of the website, be sure to type the brand name exactly as you would like it to appear. This will appear to Creators as an Element they can simply click to insert. </p><p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043186859609/original/HSXpqWjAFS65x9MzGi7INb2szZCuPBFgww.png?1611699372" class="fr-fil fr-dib" data-id="2043186859609" style='box-sizing: border-box; border: 0px; max-width: 100%; cursor: pointer; padding: 0px 1px; margin-bottom: 5px; margin-left: 0px; display: block; text-align: left; color: rgb(0, 0, 0); font-family: -apple-system, system-ui, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-size: 13px; font-weight: 400; text-indent: 0px; width: 499px;' data-attachment="[object Object]"></p><h4><strong>Link</strong></h4><p>If you would like to add a specific link for Creators to include within the body of their post, click the dropdown to <strong><em>Add Elements</em></strong> and select <strong><em>Link</em></strong>. From here you will be able to enter a link URL and the anchor text that you would like used for it's wording.</p><p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043186859807/original/xOZn1R4N7eglYxIUS8SyUIAD_xPC-BkBZg.png?1611699437" style="width: 502px;" class="fr-fil fr-dib" data-attachment="[object Object]" data-id="2043186859807"></p><h4><strong>Hosted Image</strong></h4><p>Hosted Images are images that you provide for Creators to use in their posts. These images will be permanently stored on our servers. To add a Hosted Image, click the dropdown to <strong><em>Add Elements</em></strong> and select <strong><em>Hosted Image</em></strong>. From there, follow the steps below:</p><ol><li>Click <strong><em>Add an Image</em></strong>. </li><li>A pop-up will appear where you can select what image you would like to provide to the Creators. </li><li>Once your image has loaded, you can crop the image to the size you would like and then select <strong><em>Crop Image.</em></strong> </li><li>If you would like this image to be required by Creators, select the checkbox for <strong><em>Required by the Creator</em></strong>.</li></ol><p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043186859987/original/h_O-DA_TnpR8gIzvyi7sVTqskZSyi-Mv2g.png?1611699493" style="width: 501px;" class="fr-fil fr-dib" data-attachment="[object Object]" data-id="2043186859987"></p><h4><strong>HTML Snippet</strong></h4><p>HTML Snippets can be used to include a video or image for Creators to add to their post. Creators will be able to copy and paste this code directly into their HTML. To add an HTML Snippet, click the dropdown to <strong><em>Add Elements</em></strong> and select <strong><em>HTML Snippet</em></strong>. From there, follow the steps below</p><ol><li>Paste your snippet into the box provided.</li><li>If you would like this snippet to be required by Creators, select the checkbox for <strong><em>Required by the Creator</em></strong>.</li></ol><p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043187231472/original/D5bFtrKTgscluuSgVK30nGQP2RwzeH-ZXw.png?1611778394" style="width: 501px;" class="fr-fil fr-dib" data-attachment="[object Object]" data-id="2043187231472"></p><h4><strong>Third Party Tracking Pixel</strong></h4><p>A Third Party Tracking Pixel can be anything from a UTM tag to a MOAT tag. To add a Third Party Tracking Pixel, click the dropdown to <strong><em>Add Elements</em></strong> and select <strong><em>Third Party Tracking Pixel</em></strong>. From there, paste the HTML to be used by Creators.</p><p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043187230952/original/jhkq-KkmN4YXToc57IeLdj7Cuqh2k4kxIw.png?1611778263" style="width: 500px;" class="fr-fil fr-dib" data-attachment="[object Object]" data-id="2043187230952"></p><p>Once you have included all of the Elements you would like Creators to use for their posts, click <strong><em>Save Changes </em></strong>at the bottom right.</p><p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043187233076/original/bnkrpLcP1l3Ls0SFLCl4uITbqNlGpp5C1Q.png?1611778731" style="width: 143px;" class="fr-fil fr-dib" data-attachment="[object Object]" data-id="2043187233076"></p><p><br></p> 44000811602 94 44001147672 2021-02-02T11:17:32-05:00 2043044474784 4 2 0 0 Unity Workflow - Adding Blog Unit Elements 2021-02-02T11:17:33-05:00 2043044474784 1 2021-01-27T15:26:53-05:00 0 0 Unit Elements can consist of hashtags, mentions, and links. It is important to include Elements in addition to your Project Brief and Post Description as they help Creators know what must be included in their post. You can add Elements as either required or optional for Creators to use. The following article will walk you through the different types of Instagram Post Elements you can add and how to include them in your Units.  Instagram Post Elements Disclosure Sponsorship disclosure is the FTC compliant way to let the public know that a post is Sponsored, and by whom. For Instagram Posts, disclosure options are automatically included for Creators to choose from, you do not need to add sponsorship to your Elements for Instagram Posts.  Hashtags  Hashtags can either be required or optional for a Creator to use in their post. If you choose to make a hashtag required, the Creator must use this hashtag in their post exactly as you type it here in order to submit their content for approval. For brand safety, required hashtags are case sensitive. Mentions Mentions can be used to drive traffic to a specific page. Mentions can either be required or optional for a Creator to use in their post. If you choose to make a mention required, the Creator must use this mention in their post exactly as you type it here in order to submit their content for approval. For brand safety, required mentions are case sensitive. Links Links can be any website you would like Creators to include within the body of their posts. Although Instagram does not currently support clicking links within in-feed posts, viewers are able to copy and paste links from captions via web view. The link URL you type here will be programmatically shortened in the platform and will appear as shown in the below example when Creators receive it on their end:  *Please note: the platform cannot physically require Creators to include links anywhere besides captions. If you require Creators to include links in their bios on Instagram or elsewhere, you must note this in your Project Requirements. Follow the steps below to add your link(s). Click the dropdown to Add Elements and select Link. Type in or copy and paste the URL you would like to add into the box provided.  You now have the option to make this link required or optional, by selecting the checkbox next to Required by the Creator. If it is set as required, then the Creator will not be able to submit their content without including the shortened version of this link that they receive. Once you have included all of the Elements you would like Creators to use for their posts, click Save Changes at the bottom right. <p>Unit Elements can consist of hashtags, mentions, and links. It is important to include Elements in addition to your Project Brief and Post Description as they help Creators know what must be included in their post. You can add Elements as either required or optional for Creators to use. The following article will walk you through the different types of Instagram Post Elements you can add and how to include them in your Units. </p><h2>Instagram Post Elements</h2><h4><strong>Disclosure</strong></h4><p>Sponsorship disclosure is the <a href="https://marketers.izea.com/support/solutions/articles/44000501281-sponsorship-required-disclosures" rel="noreferrer" target="_blank">FTC compliant</a> way to let the public know that a post is Sponsored, and by whom. For Instagram Posts, disclosure options are automatically included for Creators to choose from, you do not need to add sponsorship to your Elements for Instagram Posts. </p><p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043187237133/original/gVCdUhDiu0IY5v3rlRPktmsz7wX8ABNpYg.png?1611779616" style="width: 499px;" class="fr-fil fr-dib" data-attachment="[object Object]" data-id="2043187237133"></p><h4><strong>Hashtags </strong></h4><p>Hashtags can either be required or optional for a Creator to use in their post. If you choose to make a hashtag required, the Creator must use this hashtag in their post exactly as you type it here in order to submit their content for approval. For brand safety, required hashtags are case sensitive.</p><p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043187240285/original/IkIcRdGcmkf2cZHBV2UgJVMaA1N5k0zzUw.png?1611780282" style="width: 505px;" class="fr-fil fr-dib" data-attachment="[object Object]" data-id="2043187240285"></p><h4><strong>Mentions</strong></h4><p>Mentions can be used to drive traffic to a specific page. Mentions can either be required or optional for a Creator to use in their post. If you choose to make a mention required, the Creator must use this mention in their post exactly as you type it here in order to submit their content for approval. For brand safety, required mentions are case sensitive.</p><p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043187240468/original/T_z9jfgvJeOzVQEOpYd6WnZt5Lp8PWSOVA.png?1611780329" style="width: 509px;" class="fr-fil fr-dib" data-attachment="[object Object]" data-id="2043187240468"></p><h4><strong>Links</strong></h4><p>Links can be any website you would like Creators to include within the body of their posts. Although Instagram does not currently support clicking links within in-feed posts, viewers are able to copy and paste links from captions via web view. The link URL you type here will be programmatically shortened in the platform and will appear as shown in the below example when Creators receive it on their end: </p><p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043187243489/original/YEDclt_QJPKNmWiptcSenNYDKGBkwQFCow.png?1611781053" style="width: 283px;" class="fr-fil fr-dib" data-attachment="[object Object]" data-id="2043187243489"></p><p><em>*Please note: the platform cannot physically require Creators to include links anywhere besides captions. If you require Creators to include links in their bios on Instagram or elsewhere, you must note this in your Project Requirements.</em></p><p>Follow the steps below to add your link(s).</p><ol><li>Click the dropdown to <strong><em>Add Elements</em></strong> and select <strong><em>Link</em></strong>.</li><li>Type in or copy and paste the URL you would like to add into the box provided. </li><li>You now have the option to make this link required or optional, by selecting the <em><strong>checkbox</strong></em> next to <strong><em>Required by the Creator</em></strong>. If it is set as required, then the Creator will not be able to submit their content without including the shortened version of this link that they receive.</li></ol><p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043187240585/original/9-bNxpZPUBpEma90FBROgIvd44kRLjrfuQ.png?1611780354" style="width: 524px;" class="fr-fil fr-dib" data-attachment="[object Object]" data-id="2043187240585"></p><p>Once you have included all of the Elements you would like Creators to use for their posts, click <strong><em>Save Changes </em></strong>at the bottom right.</p><p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043187233076/original/bnkrpLcP1l3Ls0SFLCl4uITbqNlGpp5C1Q.png?1611778731" style="width: 143px;" class="fr-fil fr-dib" data-attachment="[object Object]" data-id="2043187233076"></p><p><br></p> 44000811602 1 44002151055 2021-02-02T12:06:11-05:00 2043044474784 5 2 0 0 Unity Workflow - Adding Instagram Post Unit Elements 2021-02-02T12:06:11-05:00 2043044474784 1 2021-01-27T16:19:48-05:00 0 0 Unit Elements can consist of hashtags, mentions, and links. It is important to include Elements in addition to your Project Brief and Post Description as they help Creators know what must be included in their post. You can add Elements as either required or optional for Creators to use. The following article will walk you through the different types of Instagram Story Elements you can add and how to include them in your Units.  Instagram Story Elements Disclosure Sponsorship disclosure is the FTC compliant way to let the public know that a post is Sponsored, and by whom. For Instagram Stories, disclosure options are automatically included for Creators to choose from, you do not need to add sponsorship to your Elements for Instagram Stories.  Hashtags  Hashtags can either be required or optional for a Creator to use in their post. If you choose to make a hashtag required, the Creator must use this hashtag in their post exactly as you type it here in order to submit their content for approval. For brand safety, required hashtags are case sensitive. Mentions Mentions can be used to drive traffic to a specific page. Mentions can either be required or optional for a Creator to use in their post. If you choose to make a mention required, the Creator must use this mention in their post exactly as you type it here in order to submit their content for approval. For brand safety, required mentions are case sensitive. Swipe Up Links Creators who have over 10,000 followers are able to include swipe up links within their Instagram Stories. Links can be any website you would like Creators to include if they have the swipe up option. The link URL you type here will be programmatically shortened in the platform and will appear as shown in the below example when Creators receive it on their end: *Please note: the platform cannot physically require Creators to include links anywhere besides captions. If you require Creators to include links in their bios on Instagram or elsewhere, you must note this in your Project Requirements. Follow the steps below to add your link(s). Click the dropdown to Add Elements and select Swipe Up. Type in or copy and paste the URL you would like to add into the box provided. Once you have included all of the Elements you would like Creators to use for their posts, click Save Changes at the bottom right. <p>Unit Elements can consist of hashtags, mentions, and links. It is important to include Elements in addition to your Project Brief and Post Description as they help Creators know what must be included in their post. You can add Elements as either required or optional for Creators to use. The following article will walk you through the different types of Instagram Story Elements you can add and how to include them in your Units. </p><h2>Instagram Story Elements</h2><h4><strong>Disclosure</strong></h4><p>Sponsorship disclosure is the <a href="https://marketers.izea.com/support/solutions/articles/44000501281-sponsorship-required-disclosures" rel="noreferrer" target="_blank">FTC compliant</a> way to let the public know that a post is Sponsored, and by whom. For Instagram Stories, disclosure options are automatically included for Creators to choose from, you do not need to add sponsorship to your Elements for Instagram Stories. </p><p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043187246797/original/9fK2aITPz4Da_buviYHnDiYQLWqIOrqb9w.png?1611781835" style="width: 501px;" class="fr-fil fr-dib" data-attachment="[object Object]" data-id="2043187246797"></p><h4><strong>Hashtags </strong></h4><p>Hashtags can either be required or optional for a Creator to use in their post. If you choose to make a hashtag required, the Creator must use this hashtag in their post exactly as you type it here in order to submit their content for approval. For brand safety, required hashtags are case sensitive.</p><p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043187240285/original/IkIcRdGcmkf2cZHBV2UgJVMaA1N5k0zzUw.png?1611780282" style="width: 505px;" class="fr-fil fr-dib" data-attachment="[object Object]" data-id="2043187240285"></p><h4><strong>Mentions</strong></h4><p>Mentions can be used to drive traffic to a specific page. Mentions can either be required or optional for a Creator to use in their post. If you choose to make a mention required, the Creator must use this mention in their post exactly as you type it here in order to submit their content for approval. For brand safety, required mentions are case sensitive.</p><p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043187240468/original/T_z9jfgvJeOzVQEOpYd6WnZt5Lp8PWSOVA.png?1611780329" style="width: 509px;" class="fr-fil fr-dib" data-attachment="[object Object]" data-id="2043187240468"></p><h4><strong>Swipe Up Links</strong></h4><p>Creators who have over 10,000 followers are able to include swipe up links within their Instagram Stories. Links can be any website you would like Creators to include if they have the swipe up option. The link URL you type here will be programmatically shortened in the platform and will appear as shown in the below example when Creators receive it on their end:</p><p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043187243489/original/YEDclt_QJPKNmWiptcSenNYDKGBkwQFCow.png?1611781053" style="width: 283px;" class="fr-fil fr-dib" data-attachment="[object Object]" data-id="2043187243489"></p><p><em>*Please note: the platform cannot physically require Creators to include links anywhere besides captions. If you require Creators to include links in their bios on Instagram or elsewhere, you must note this in your Project Requirements.</em></p><p>Follow the steps below to add your link(s).</p><ol><li>Click the dropdown to <strong><em>Add Elements</em></strong> and select <strong><em>Swipe Up</em></strong>.</li><li>Type in or copy and paste the URL you would like to add into the box provided.</li></ol><p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043187248599/original/scALuWRCRymfLXA_dypf_hGVStIS3X-t7g.png?1611782245" style="width: 525px;" class="fr-fil fr-dib" data-attachment="[object Object]" data-id="2043187248599"></p><p>Once you have included all of the Elements you would like Creators to use for their posts, click <strong><em>Save Changes </em></strong>at the bottom right.</p><p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043187233076/original/bnkrpLcP1l3Ls0SFLCl4uITbqNlGpp5C1Q.png?1611778731" style="width: 143px;" class="fr-fil fr-dib" data-attachment="[object Object]" data-id="2043187233076"></p><p><br></p> 44000811602 1 44002151065 2021-02-02T12:48:23-05:00 2043044474784 6 2 0 0 Unity Workflow - Adding Instagram Story Unit Elements 2021-02-02T12:48:23-05:00 2043044474784 1 2021-01-27T16:53:16-05:00 0 0 Unit Elements can consist of hashtags, mentions, and links. It is important to include Elements in addition to your Project Brief and Post Description as they help Creators know what must be included in their post. You can add Elements as either required or optional for Creators to use. The following article will walk you through the different types of Facebook Post Elements you can add and how to include them in your Units.  Facebook Post Elements Disclosure Sponsorship disclosure is the FTC compliant way to let the public know that a post is Sponsored, and by whom. For Facebook Posts, disclosure options are automatically included for Creators to choose from, you do not need to add sponsorship to your Elements for Facebook Posts.  Hashtags  Hashtags can either be required or optional for a Creator to use in their post. If you choose to make a hashtag required, the Creator must use this hashtag in their post exactly as you type it here in order to submit their content for approval. For brand safety, required hashtags are case sensitive. Facebook Branded Content Tool  Facebook requires all sponsored content on their platform to include the Branded Content Tool. This requirement is programmatically added to all Facebook Units, however you will need to specify the brand page to be used by Creators to denote partnership. The following example shows how the Branded Content Tool will appear in Creator's posts on Facebook. To set the page to be used for branded content, you can either click the dropdown menu to search for and click the brand page you need, or you can copy and paste the direct URL to the brand page from Facebook and then select the brand from the dropdown menu. Be sure to read through Facebook's Branded Content Policy and check the box after you have done so. Page Mentions Mentions can be used to drive traffic to a specific Facebook Page. Mentions can either be required or optional for a Creator to use in their post. To add a Page Mention, click the dropdown to Add Elements and select Mentions. From here you can either click the dropdown menu to search for and click the brand page you need, or you can copy and paste the direct URL to the brand page from Facebook and then select the brand from the dropdown menu. Once added, you have the option to make a Page Mention required or optional by selecting the checkbox next to Required? If it is set as required, then the Creator will not be able to submit their content without this Page Mention. Links Links can be any website you would like Creators to include within the body of their posts. The link URL you type here will be programmatically shortened in the platform and will appear as shown in the below example when Creators receive it on their end: To add a link, click the dropdown to Add Elements and select Link. From here you will be able to enter a link URL and select if you would like it to be required by the Creator. Once you have included all of the Elements you would like Creators to use for their posts, click Save Changes at the bottom right. <p data-identifyelement="476">Unit Elements can consist of hashtags, mentions, and links. It is important to include Elements in addition to your Project Brief and Post Description as they help Creators know what must be included in their post. You can add Elements as either required or optional for Creators to use. The following article will walk you through the different types of Facebook Post Elements you can add and how to include them in your Units. </p><h2 data-identifyelement="477">Facebook Post Elements</h2><h4 data-identifyelement="478"><strong data-identifyelement="479">Disclosure</strong></h4><p data-identifyelement="480">Sponsorship disclosure is the <a data-identifyelement="481" href="https://marketers.izea.com/support/solutions/articles/44000501281-sponsorship-required-disclosures" rel="noreferrer" target="_blank">FTC compliant</a> way to let the public know that a post is Sponsored, and by whom. For Facebook Posts, disclosure options are automatically included for Creators to choose from, you do not need to add sponsorship to your Elements for Facebook Posts. </p><p data-identifyelement="482"><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043187250164/original/3E7dxSIhUteaSVKtzptqSfOFTh_ZKoYlQQ.png?1611782659" style="width: 517px;" class="fr-fil fr-dib" data-attachment="[object Object]" data-id="2043187250164" data-identifyelement="483"></p><h4 data-identifyelement="484"><strong data-identifyelement="485">Hashtags </strong></h4><p data-identifyelement="486">Hashtags can either be required or optional for a Creator to use in their post. If you choose to make a hashtag required, the Creator must use this hashtag in their post exactly as you type it here in order to submit their content for approval. For brand safety, required hashtags are case sensitive.</p><p data-identifyelement="487"><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043187250855/original/YubcpFDdd0OElJKB62zTGpvLG9CfpCzqLQ.png?1611782827" style="width: 506px;" class="fr-fil fr-dib" data-attachment="[object Object]" data-id="2043187250855" data-identifyelement="488"></p><h4 data-identifyelement="489"><strong data-identifyelement="490">Facebook Branded Content Tool </strong></h4><p data-identifyelement="491">Facebook requires all sponsored content on their platform to include the <a data-identifyelement="492" href="https://www.facebook.com/facebookmedia/solutions/branded-content" rel="noreferrer noopener" target="_blank">Branded Content Tool</a>. This requirement is programmatically added to all Facebook Units, however you will need to specify the brand page to be used by Creators to denote partnership. The following example shows how the Branded Content Tool will appear in Creator's posts on Facebook.</p><p data-identifyelement="491"><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043188936433/original/sFuLr9a2dGQSgS6yO7clonD7BRVItq0lkA.png?1612287855" style="width: 397px;" class="fr-fil fr-dib" data-attachment="[object Object]" data-id="2043188936433"></p><p data-identifyelement="493"></p><p data-identifyelement="495">To set the page to be used for branded content, you can either click the dropdown menu to search for and click the brand page you need, or you can copy and paste the direct URL to the brand page from Facebook and then select the brand from the dropdown menu. <strong data-identifyelement="496"><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043187253229/original/zsoPj9IvLHeWeaiIS1gpEkI5IvxhqerxYw.png?1611783465" style="width: 515px;" class="fr-fil fr-dib" data-attachment="[object Object]" data-id="2043187253229" data-identifyelement="497"></strong></p><p data-identifyelement="498">Be sure to read through <a href="https://www.facebook.com/policies/brandedcontent" rel="noreferrer" target="_blank">Facebook's Branded Content Policy</a> and check the box after you have done so.</p><p data-identifyelement="499"><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043187257754/original/imfgbIbuldK7QpzsVNtMnnfGSmlDdoNZuA.png?1611784616" style="width: 519px;" class="fr-fil fr-dib" data-attachment="[object Object]" data-id="2043187257754" data-identifyelement="500"></p><h4 data-identifyelement="501" style="text-align: left;"><strong data-identifyelement="502">Page Mentions</strong></h4><p data-identifyelement="503">Mentions can be used to drive traffic to a specific Facebook Page. Mentions can either be required or optional for a Creator to use in their post. To add a Page Mention, click the dropdown to <strong data-identifyelement="504"><em data-identifyelement="505">Add Elements</em></strong> and select <strong data-identifyelement="506"><em data-identifyelement="507">Mentions</em></strong>. From here you can either click the dropdown menu to search for and click the brand page you need, or you can copy and paste the direct URL to the brand page from Facebook and then select the brand from the dropdown menu.</p><p data-identifyelement="508"><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043187255485/original/3L2AznVWXmkDv-cig3PAkH6hkQNyNszBWQ.png?1611784012" style="width: 508px;" class="fr-fil fr-dib" data-attachment="[object Object]" data-id="2043187255485" data-identifyelement="509"></p><p data-identifyelement="510">Once added, you have the option to make a Page Mention required or optional by selecting the checkbox next to <strong data-identifyelement="511"><em data-identifyelement="512">Required?</em></strong> If it is set as required, then the Creator will not be able to submit their content without this Page Mention.</p><p data-identifyelement="513"><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043187256102/original/6iPUXPitm8ktea6wXhXm7NUJ4aUD7NkVew.png?1611784156" style="width: 511px;" class="fr-fil fr-dib" data-attachment="[object Object]" data-id="2043187256102" data-identifyelement="514"></p><h4 data-identifyelement="515"><strong data-identifyelement="516">Links</strong></h4><p data-identifyelement="517">Links can be any website you would like Creators to include within the body of their posts. The link URL you type here will be programmatically shortened in the platform and will appear as shown in the below example when Creators receive it on their end:</p><p data-identifyelement="518"><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043187243489/original/YEDclt_QJPKNmWiptcSenNYDKGBkwQFCow.png?1611781053" style="width: 283px;" class="fr-fil fr-dib" data-attachment="[object Object]" data-id="2043187243489" data-identifyelement="519"></p><p data-identifyelement="520">To add a link, click the dropdown to <strong data-identifyelement="521"><em data-identifyelement="522">Add Elements</em></strong> and select <strong data-identifyelement="523"><em data-identifyelement="524">Link</em></strong>. From here you will be able to enter a link URL and select if you would like it to be required by the Creator.</p><p data-identifyelement="525"><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043187256703/original/jDPG8vWccXjUjJmPvlbVjZdhdehFeIBfsA.png?1611784345" style="width: 527px;" class="fr-fil fr-dib" data-attachment="[object Object]" data-id="2043187256703" data-identifyelement="526"></p><p data-identifyelement="527">Once you have included all of the Elements you would like Creators to use for their posts, click <strong data-identifyelement="528"><em data-identifyelement="529">Save Changes </em></strong>at the bottom right.</p><p data-identifyelement="530"><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043187233076/original/bnkrpLcP1l3Ls0SFLCl4uITbqNlGpp5C1Q.png?1611778731" style="width: 143px;" class="fr-fil fr-dib" data-attachment="[object Object]" data-id="2043187233076" data-identifyelement="531"></p><p data-identifyelement="532"><br data-identifyelement="533"></p> 44000811602 1 44002151069 2021-02-02T12:47:23-05:00 2043044474784 7 2 0 0 Unity Workflow - Adding Facebook Unit Elements 2021-02-02T12:47:23-05:00 2043044474784 1 2021-01-28T10:11:08-05:00 0 0 Unit Elements can consist of hashtags, mentions, and links. It is important to include Elements in addition to your Project Brief and Post Description as they help Creators know what must be included in their post. You can add Elements as either required or optional for Creators to use. The following article will walk you through the different types of Pinterest Post Elements you can add and how to include them in your Units. Pinterest Post Elements Disclosure Sponsorship disclosure is the FTC compliant way to let the public know that a post is Sponsored, and by whom. For Pinterest Posts, disclosure options are automatically included for Creators to choose from, you do not need to add sponsorship to your Elements for Pinterest Posts. Link URL The Destination Link URL for a Pinterest Post can be any website you would like Creator's Pins to link out to. This will be where viewers are directed when they tap or click on a Pin. To add a Destination Link, simply copy and paste or type in the website URL in the box provided. Hashtags  Hashtags can either be required or optional for a Creator to use in their post. If you choose to make a hashtag required, the Creator must use this hashtag in their post exactly as you type it here in order to submit their content for approval. For brand safety, required hashtags are case sensitive. Once you have included all of the Elements you would like Creators to use for their posts, click Save Changes at the bottom right. <p data-identifyelement="476">Unit Elements can consist of hashtags, mentions, and links. It is important to include Elements in addition to your Project Brief and Post Description as they help Creators know what must be included in their post. You can add Elements as either required or optional for Creators to use. The following article will walk you through the different types of Pinterest Post Elements you can add and how to include them in your Units.</p><h2 data-identifyelement="477">Pinterest Post Elements</h2><h4 data-identifyelement="478"><strong data-identifyelement="479">Disclosure</strong></h4><p data-identifyelement="480">Sponsorship disclosure is the<a data-identifyelement="481" href="https://marketers.izea.com/support/solutions/articles/44000501281-sponsorship-required-disclosures" rel="noreferrer" target="_blank"> FTC compliant</a> way to let the public know that a post is Sponsored, and by whom. For Pinterest Posts, disclosure options are automatically included for Creators to choose from, you do not need to add sponsorship to your Elements for Pinterest Posts.</p><p data-identifyelement="482"><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043187520181/original/TltZjm_7umV7AjqLBOEiBguNoe6bFgUINw.png?1611847450" style="width: 515px;" class="fr-fil fr-dib" data-attachment="[object Object]" data-id="2043187520181" data-identifyelement="483"></p><h4 data-identifyelement="484"><strong data-identifyelement="485">Link URL</strong></h4><p data-identifyelement="486">The Destination Link URL for a Pinterest Post can be any website you would like Creator's Pins to link out to. This will be where viewers are directed when they tap or click on a Pin. To add a Destination Link, simply copy and paste or type in the website URL in the box provided.<strong data-identifyelement="487" style='box-sizing: border-box; font-weight: 700; color: rgb(0, 0, 0); font-family: -apple-system, system-ui, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-size: 13px; text-align: left; text-indent: 0px;'><br class="Apple-interchange-newline" data-identifyelement="488"><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043187516169/original/HxTPwIp26E0dbRiwzieZTnM33Vz8OkiVkw.png?1611846878" class="fr-fil fr-dib" data-id="2043187516169" style="box-sizing: border-box; border: 0px; max-width: 100%; cursor: pointer; padding: 0px 1px; margin-bottom: 5px; margin-left: 0px; display: block; text-align: left; width: 509px;" data-attachment="[object Object]" data-identifyelement="489"></strong></p><h4 data-identifyelement="490"><strong data-identifyelement="491">Hashtags </strong></h4><p data-identifyelement="492">Hashtags can either be required or optional for a Creator to use in their post. If you choose to make a hashtag required, the Creator must use this hashtag in their post exactly as you type it here in order to submit their content for approval. For brand safety, required hashtags are case sensitive.</p><p data-identifyelement="493" style='box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(0, 0, 0); font-family: -apple-system, system-ui, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-weight: 400; text-align: left; text-indent: 0px;'><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043187514117/original/00xyzMoPW8YWg71r44N2TABlxVlvvVhWyw.png?1611846626" style="width: 508px;" class="fr-fil fr-dib" data-attachment="[object Object]" data-id="2043187514117" data-identifyelement="494"></p><p data-identifyelement="495">Once you have included all of the Elements you would like Creators to use for their posts, click <strong data-identifyelement="496"><em data-identifyelement="497">Save Changes </em></strong>at the bottom right.</p><p data-identifyelement="498"><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043187233076/original/bnkrpLcP1l3Ls0SFLCl4uITbqNlGpp5C1Q.png?1611778731" style="width: 143px;" class="fr-fil fr-dib" data-attachment="[object Object]" data-id="2043187233076" data-identifyelement="499"></p><p data-identifyelement="500"><br data-identifyelement="501"></p> 44000811602 0 44002151496 2021-02-02T13:00:14-05:00 2043044474784 8 2 0 0 Unity Workflow - Adding Pinterest Unit Elements 2021-02-02T13:00:14-05:00 2043044474784 1 2021-01-28T10:32:58-05:00 0 0 Unit Elements can consist of hashtags, mentions, and links. It is important to include Elements in addition to your Project Brief and Post Description as they help Creators know what must be included in their post. You can add Elements as either required or optional for Creators to use. The following article will walk you through the different types of YouTube Video Elements you can add and how to include them in your Units. YouTube Video Elements Disclosure Sponsorship disclosure is the FTC compliant way to let the public know that a post is Sponsored, and by whom. Disclosure options are automatically included for Creators to choose from, however for YouTube Videos you will need to type in the name of the brand which you need referenced within the Disclosure for Creators to include in. Hashtags  Hashtags can either be required or optional for a Creator to use in their post. If you choose to make a hashtag required, the Creator must use this hashtag in their post exactly as you type it here in order to submit their content for approval. For brand safety, required hashtags are case sensitive. Links Links can be any website you would like Creators to include within the body of their posts. The link URL you type here will be programmatically shortened in the platform and will appear as shown in the below example when Creators receive it on their end: If you would like to add a specific link for Creators to include within the body of their post, click the dropdown to Add Elements and select Link. From here you will be able to enter a link URL and select if you would like it to be required by the Creator. Once you have included all of the Elements you would like Creators to use for their posts, click Save Changes at the bottom right. <p>Unit Elements can consist of hashtags, mentions, and links. It is important to include Elements in addition to your Project Brief and Post Description as they help Creators know what must be included in their post. You can add Elements as either required or optional for Creators to use. The following article will walk you through the different types of YouTube Video Elements you can add and how to include them in your Units.</p><h2>YouTube Video Elements</h2><h4><strong>Disclosure</strong></h4><p>Sponsorship disclosure is the <a href="https://marketers.izea.com/support/solutions/articles/44000501281-sponsorship-required-disclosures" rel="noreferrer" target="_blank">FTC compliant</a> way to let the public know that a post is Sponsored, and by whom. Disclosure options are automatically included for Creators to choose from, however for YouTube Videos you will need to type in the name of the brand which you need referenced within the Disclosure for Creators to include in.<img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043187527960/original/hBWgKfeLgUWGkAi4Bz2eFEp00ZJTjDRhVw.png?1611848576" style="width: 525px;" class="fr-fil fr-dib" data-attachment="[object Object]" data-id="2043187527960"></p><h4><strong>Hashtags </strong></h4><p>Hashtags can either be required or optional for a Creator to use in their post. If you choose to make a hashtag required, the Creator must use this hashtag in their post exactly as you type it here in order to submit their content for approval. For brand safety, required hashtags are case sensitive.</p><p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043187529294/original/4xXGX_R3G_PWaLJLGZJcGUQ7NXL_5ADwvA.png?1611848784" style="width: 509px;" class="fr-fil fr-dib" data-attachment="[object Object]" data-id="2043187529294"></p><h4><strong>Links</strong></h4><p>Links can be any website you would like Creators to include within the body of their posts. The link URL you type here will be programmatically shortened in the platform and will appear as shown in the below example when Creators receive it on their end:</p><p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043187243489/original/YEDclt_QJPKNmWiptcSenNYDKGBkwQFCow.png?1611781053" style="width: 283px;" class="fr-fil fr-dib" data-attachment="[object Object]" data-id="2043187243489"></p><p>If you would like to add a specific link for Creators to include within the body of their post, click the dropdown to <strong><em>Add Elements</em></strong> and select <strong><em>Link</em></strong>. From here you will be able to enter a link URL and select if you would like it to be required by the Creator.</p><p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043187530328/original/d9olEOWFHraFEnhtSs2OCZhypCnqJWvNpA.png?1611848946" style="width: 530px;" class="fr-fil fr-dib" data-attachment="[object Object]" data-id="2043187530328"></p><p>Once you have included all of the Elements you would like Creators to use for their posts, click <strong><em>Save Changes </em></strong>at the bottom right.</p><p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043187233076/original/bnkrpLcP1l3Ls0SFLCl4uITbqNlGpp5C1Q.png?1611778731" style="width: 143px;" class="fr-fil fr-dib" data-attachment="[object Object]" data-id="2043187233076"></p><p><br></p> 44000811602 1 44002151505 2021-02-02T14:33:24-05:00 2043044474784 9 2 0 0 Unity Workflow - Adding YouTube Unit Elements 2021-02-02T14:33:24-05:00 2043044474784 1 2021-01-28T12:10:34-05:00 0 0 Unit Elements can consist of hashtags, mentions, and links. It is important to include Elements in addition to your Project Brief and Post Description as they help Creators know what must be included in their post. You can add Elements as either required or optional for Creators to use. The following article will walk you through the different types of Twitter Post Elements you can add and how to include them in your Units. Twitter Post Elements Disclosure Sponsorship disclosure is the FTC compliant way to let the public know that a post is Sponsored, and by whom. For Twitter Posts, disclosure options are automatically included for Creators to choose from, you do not need to add sponsorship to your Elements for Twitter Posts. Hashtags  Hashtags can either be required or optional for a Creator to use in their post. If you choose to make a hashtag required, the Creator must use this hashtag in their post exactly as you type it here in order to submit their content for approval. For brand safety, required hashtags are case sensitive. Mentions Mentions can be used to drive traffic to a specific page. Mentions can either be required or optional for a Creator to use in their post. If you choose to make a mention required, the Creator must use this mention in their post exactly as you type it here in order to submit their content for approval. For brand safety, required mentions are case sensitive. Links Links can be any website you would like Creators to include in the captions of their posts. The link URL you type here will be programmatically shortened in the platform and will appear as shown in the below example when Creators receive it on their end: *Please note: the platform cannot physically require Creators to include links anywhere besides captions. If you require Creators to include links in their bios on Twitter or elsewhere, you must note this in your Project Requirements. Follow the steps below to add your link(s). Click the dropdown to Add Elements and select Link. Type in or copy and paste the URL you would like to add into the box provided.  You now have the option to make this link required or optional, by selecting the checkbox next to Required by the Creator. If it is set as required, then the Creator will not be able to submit their content without including the shortened version of this link that they receive. Once you have included all of the Elements you would like Creators to use for their posts, click Save Changes at the bottom right. <p>Unit Elements can consist of hashtags, mentions, and links. It is important to include Elements in addition to your Project Brief and Post Description as they help Creators know what must be included in their post. You can add Elements as either required or optional for Creators to use. The following article will walk you through the different types of Twitter Post Elements you can add and how to include them in your Units.</p><h2>Twitter Post Elements</h2><h4><strong>Disclosure</strong></h4><p>Sponsorship disclosure is the <a href="https://marketers.izea.com/support/solutions/articles/44000501281-sponsorship-required-disclosures" rel="noreferrer" target="_blank">FTC compliant</a> way to let the public know that a post is Sponsored, and by whom. For Twitter Posts, disclosure options are automatically included for Creators to choose from, you do not need to add sponsorship to your Elements for Twitter Posts.</p><p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043187562764/original/lMt5ffHRVbFP67jztySkbWDvbsbD5UdaRQ.png?1611853778" style="width: 528px;" class="fr-fil fr-dib" data-attachment="[object Object]" data-id="2043187562764"></p><h4><strong>Hashtags </strong></h4><p>Hashtags can either be required or optional for a Creator to use in their post. If you choose to make a hashtag required, the Creator must use this hashtag in their post exactly as you type it here in order to submit their content for approval. For brand safety, required hashtags are case sensitive.</p><p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043187564067/original/46-CkmG6D8KqsfNaCZdZVFYJPjcnObRgQw.png?1611854028" style="width: 505px;" class="fr-fil fr-dib" data-attachment="[object Object]" data-id="2043187564067"></p><h4><strong>Mentions</strong></h4><p>Mentions can be used to drive traffic to a specific page. Mentions can either be required or optional for a Creator to use in their post. If you choose to make a mention required, the Creator must use this mention in their post exactly as you type it here in order to submit their content for approval. For brand safety, required mentions are case sensitive.</p><p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043187564722/original/b0taaM-XzPBLxZmBhNFCTkccxqMuU80brw.png?1611854122" style="width: 512px;" class="fr-fil fr-dib" data-attachment="[object Object]" data-id="2043187564722"></p><h4><strong>Links</strong></h4><p>Links can be any website you would like Creators to include in the captions of their posts. The link URL you type here will be programmatically shortened in the platform and will appear as shown in the below example when Creators receive it on their end:</p><p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043187243489/original/YEDclt_QJPKNmWiptcSenNYDKGBkwQFCow.png?1611781053" style="width: 283px;" class="fr-fil fr-dib" data-attachment="[object Object]" data-id="2043187243489"></p><p><em>*Please note: the platform cannot physically require Creators to include links anywhere besides captions. If you require Creators to include links in their bios on Twitter or elsewhere, you must note this in your Project Requirements.</em></p><p>Follow the steps below to add your link(s).</p><ol><li>Click the dropdown to <strong><em>Add Elements</em></strong> and select <strong><em>Link</em></strong>.</li><li>Type in or copy and paste the URL you would like to add into the box provided. </li><li>You now have the option to make this link required or optional, by selecting the <em><strong>checkbox</strong></em> next to <strong><em>Required by the Creator</em></strong>. If it is set as required, then the Creator will not be able to submit their content without including the shortened version of this link that they receive.</li></ol><p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043187565398/original/yu_Il3E91pEliCgasfNfM9RBwgnq7vr0Hw.png?1611854226" style="width: 525px;" class="fr-fil fr-dib" data-attachment="[object Object]" data-id="2043187565398"></p><p>Once you have included all of the Elements you would like Creators to use for their posts, click <strong><em>Save Changes </em></strong>at the bottom right.</p><p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043187233076/original/bnkrpLcP1l3Ls0SFLCl4uITbqNlGpp5C1Q.png?1611778731" style="width: 143px;" class="fr-fil fr-dib" data-attachment="[object Object]" data-id="2043187233076"></p> 44000811602 1 44002151540 2021-02-02T14:42:08-05:00 2043044474784 10 2 0 0 Unity Workflow - Adding Twitter Unit Elements 2021-02-02T14:42:08-05:00 2043044474784 1 2020-07-21T14:03:41-04:00 0 0 When creating your Project you will need to set Draft Due Dates for each Unit in your Offer. These dates can be added per each individual Unit or they can be set in bulk. Once you have added your Draft Due Dates, you will need to set the Publishing Window for your Project.  Adding Draft Due Dates Per Unit 1. After Adding Units to your Project, you will need to select the Draft Due Dates. To do this select the menu option and select Edit.  2. Once on the Edit Unit Details page, you will have the option to select a specific date for the Draft Due Date or you can set the Draft Due Date relative to the Publishing Date. Choosing to have the Draft Due Dates relative to the Publishing Date will allow you to select a certain number of days that the Draft will need to be due before the Publishing date. When setting a relative due date, you will also have the option to skip weekends in the total number of days allowed for the draft submission.  3. After you have added your Due Dates, you will be able to add the rest of the requirements and elements for your Unit. Once saved, you can view the Draft Due date you have set directly on the Unit card.  4. Now that you have added your Draft Due Dates, you will need to set your Publishing Window. The Publishing Window allows Creators to choose a specific date to post their content based on the window of time you have selected. To select your Publishing Window, click on the calendar option and choose the dates that you would like your Creators to be able to select. Please note that for each date, only one Creator will be allowed to publish unless you add more Publishing Slots to your calendar. Adding Draft Due Dates In Bulk 1. After Adding Units to your Project, you will need to select the Draft Due Dates. To add your Draft Due Date in bulk, select the Apply a Draft Due Date to All Units option under the Draft Due Date section of your Project.  2. Once on the Edit Unit Details page, you will have the option to select a specific date for the Draft Due Date or you can set the Draft Due Date relative to the Publishing Date. Choosing to have the Draft Due Dates relative to the Publishing Date will allow you to select a certain number of days that the Draft will need to be due before the Publishing date. When setting a relative due date, you will also have the option to skip weekends in the total number of days allowed for the draft submission. 3. Now that you have added your Draft Due Dates, you will need to set your Publishing Window. The Publishing Window allows Creators to choose a specific date to post their content based on the window of time you have selected. To select your Publishing Window, click on the calendar option and choose the dates that you would like your Creators to be able to select. Please note that for each date, only one Creator will be allowed to publish unless you add more Publishing Slots to your calendar. <p>When creating your Project you will need to set Draft Due Dates for each Unit in your Offer. These dates can be added per each individual Unit or they can be set in bulk. Once you have added your Draft Due Dates, you will need to set the Publishing Window for your Project. </p><p><strong>Adding Draft Due Dates Per Unit</strong></p><p>1. After Adding Units to your Project, you will need to select the Draft Due Dates. To do this select the menu option and select <strong><em>Edit</em></strong>. </p><p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043130597818/original/LKIjx0ps8xhWriTl5Zo0a8C7UCj_xA5HAA.jpg?1595521087" style="width: auto;" class="fr-fil fr-dib" data-attachment="[object Object]" data-id="2043130597818"></p><p>2. Once on the Edit Unit Details page, you will have the option to select a specific date for the Draft Due Date or you can set the Draft Due Date relative to the Publishing Date. Choosing to have the Draft Due Dates relative to the Publishing Date will allow you to select a certain number of days that the Draft will need to be due before the Publishing date. When setting a relative due date, you will also have the option to skip weekends in the total number of days allowed for the draft submission. </p><p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043130902526/original/W3W5aUevi-mQCSVtkA_L4g8q7UmRsiEgdw.jpg?1595600028" style="width: auto;" class="fr-fil fr-dib" data-attachment="[object Object]" data-id="2043130902526"></p><p>3. After you have added your Due Dates, you will be able to add the rest of the requirements and <a href="https://marketers.izea.com/en/support/solutions/articles/44001147672">elements</a> for your Unit. Once saved, you can view the Draft Due date you have set directly on the Unit card. </p><p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043130905247/original/8paTl69H8Q6a7ji53-zwVdiyHzpDONKPEg.png?1595600423" style="width: auto;" class="fr-fil fr-dib" data-attachment="[object Object]" data-id="2043130905247"></p><p>4. Now that you have added your Draft Due Dates, you will need to set your Publishing Window. The Publishing Window allows Creators to choose a specific date to post their content based on the window of time you have selected. To select your Publishing Window, click on the calendar option and choose the dates that you would like your Creators to be able to select. <em>Please note that for each date, only one Creator will be allowed to publish unless you add more <a href="https://marketers.izea.com/en/support/solutions/articles/44001765328">Publishing Slots</a> to your calendar.</em></p><p><em><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043130915469/original/5_HvAMS-uERxh06Fbt8EPtJePsRdIgwOlA.png?1595602056" style="width: auto;" class="fr-fil fr-dib" data-attachment="[object Object]" data-id="2043130915469"></em></p><p><strong>Adding Draft Due Dates In Bulk</strong></p><p>1. After Adding Units to your Project, you will need to select the Draft Due Dates. To add your Draft Due Date in bulk, select the <em><strong>Apply a Draft Due Date to All Units</strong></em> option under the Draft Due Date section of your Project. </p><p><span style='color: rgb(24, 50, 71); font-family: -apple-system, system-ui, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-size: 13px; font-weight: 400; text-align: start; text-indent: 0px; display: inline !important;'><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043130906759/original/4T60mYaIKCGtSbX4Z4jFs-Zgv3wokzR9Lw.png?1595600674" style="width: auto;" class="fr-fil fr-dib" data-attachment="[object Object]" data-id="2043130906759"></span></p><p>2. Once on the Edit Unit Details page, you will have the option to select a specific date for the Draft Due Date or you can set the Draft Due Date relative to the Publishing Date. Choosing to have the Draft Due Dates relative to the Publishing Date will allow you to select a certain number of days that the Draft will need to be due before the Publishing date. When setting a relative due date, you will also have the option to skip weekends in the total number of days allowed for the draft submission.</p><p><span style='color: rgb(24, 50, 71); font-family: -apple-system, system-ui, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-size: 13px; font-weight: 400; text-align: start; text-indent: 0px; display: inline !important;'><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043130910828/original/eSMbcUIFglvNT2h-OYhL1TSZqU1-ogAmTg.png?1595601310" style="width: auto;" class="fr-fil fr-dib" data-attachment="[object Object]" data-id="2043130910828"></span></p><p>3. Now that you have added your Draft Due Dates, you will need to set your Publishing Window. The Publishing Window allows Creators to choose a specific date to post their content based on the window of time you have selected. To select your Publishing Window, click on the calendar option and choose the dates that you would like your Creators to be able to select. <em>Please note that for each date, only one Creator will be allowed to publish unless you add more Publishing Slots to your calendar.</em></p><p><em><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043130915469/original/5_HvAMS-uERxh06Fbt8EPtJePsRdIgwOlA.png?1595602056" style="width: auto;" class="fr-fil fr-dib" data-attachment="[object Object]" data-id="2043130915469"></em></p><p><br></p><p><br></p><p><br></p> 44000811602 28 44001967439 2020-07-24T11:40:43-04:00 2043019438418 11 2 0 0 Unity Workflow - Adding Draft Due Dates And Publishing Windows 2021-01-26T12:25:31-05:00 2043019438418 1 2019-08-06T10:41:57-04:00 0 0 When your Project has ended, you can clean up your Marketer Dashboard by Archiving old Projects. Once Archived, you will also have the ability to Unarchive Projects. The following article will walk you through Archiving and Unarchiving your Projects.  Archiving A Project 1. On your Unity Workflow dashboard, click into the Campaign where your Projects are housed by selecting the Campaign Name.  2. Locate the Project you would like to Archive and click the  icon.  3. A pop-up will appear confirming you would like to Archive your Project. When you Archive a Project the following will occur: Open Bidding will be disabled. All open Offers will be canceled, returning the funds to the Campaign balance. Metrics for completed Units will continue being collected. 4. If you would still like to Archive your Project, select Yes, Archive Project.  Unarchiving A Project 1. Click on the  icon next to the search feature in the upper right-hand corner of your Project Dashboard.  2. From here select the  next to All Except Archived and click Archived.  3. You will then be taken to your Archived Project Dashboard. Click the icon  next to the name of the Project you would like to Unarchive.  4. From here select Unarchive Project.  5. A pop-up will appear confirming you would like to Unarchive your Project. Select Yes, Unarchive Project. <p>When your Project has ended, you can clean up your Marketer Dashboard by Archiving old Projects. Once Archived, you will also have the ability to Unarchive Projects. The following article will walk you through Archiving and Unarchiving your Projects. </p><p><strong>Archiving A Project</strong></p><p>1. On your Unity Workflow dashboard, click into the Campaign where your Projects are housed by selecting the Campaign Name. </p><p>2. Locate the Project you would like to Archive and click the <img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043041420806/original/wv6RgZcy8yjyqFgkQTJAAxjwggFhvXszHQ.jpg?1566311802" class="fr-fic fr-dii" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043041420806/original/wv6RgZcy8yjyqFgkQTJAAxjwggFhvXszHQ.jpg?1566311802" data-fileid="2043041420806" data-uniquekey="1566310790549"> icon. </p><p>3. A pop-up will appear confirming you would like to Archive your Project. When you Archive a Project the following will occur:</p><ul><li>Open Bidding will be disabled.</li><li>All open Offers will be canceled, returning the funds to the Campaign balance.</li><li>Metrics for completed Units will continue being collected.</li></ul><p>4. If you would still like to Archive your Project, select <strong><em>Yes, Archive Project</em></strong>. </p><p><strong>Unarchiving A Project</strong></p><p>1. Click on the <img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043041421558/original/vfiSLduh2_BscwH4f8MQQhfFBproKboqfA.png?1566311924" data-fileid="2043041421558" class="fr-fic fr-dii" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043041421558/original/vfiSLduh2_BscwH4f8MQQhfFBproKboqfA.png?1566311924" data-uniquekey="1566310790549"> icon next to the search feature in the upper right-hand corner of your Project Dashboard. </p><p>2. From here select the <img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043041421556/original/vzsQSFzzqLt9SNFp61D-lYNGuQVZRDpteQ.png?1566311924" data-fileid="2043041421556" class="fr-fic fr-dii" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043041421556/original/vzsQSFzzqLt9SNFp61D-lYNGuQVZRDpteQ.png?1566311924" data-uniquekey="1566310790549"> next to All Except Archived and click <strong><em>Archived</em></strong>. </p><p>3. You will then be taken to your Archived Project Dashboard. Click the icon <img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043041421554/original/SZcUaoXY_k1c-dF1nlXQAUg70Z8GYogi3A.png?1566311924" data-fileid="2043041421554" class="fr-fic fr-dii" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043041421554/original/SZcUaoXY_k1c-dF1nlXQAUg70Z8GYogi3A.png?1566311924" data-uniquekey="1566310790549"> next to the name of the Project you would like to Unarchive. </p><p><br></p><p>4. From here select <strong>Unarchive Project</strong>. </p><p>5. A pop-up will appear confirming you would like to Unarchive your Project. Select <strong><em>Yes, Unarchive Project</em></strong>.</p><p><br></p><p><a href="https://tickets.izea.com/solution/articles/44001134100-unity-workflow-archiving-and-unarchiving-campaigns#" data-classes="persistent_modal" data-target="#help_chart" data-template-footer="" data-width="1000px" rel="freshdialog" title="Keyboard shortcuts"></a></p> 44000811602 40 44001778561 2019-08-20T10:45:19-04:00 2043019438418 12 2 0 0 Unity Workflow - Archiving And Unarchiving Projects 2021-01-26T10:13:11-05:00 2043019438418