Influencer & Creator Marketing#
When to Use This Skill#
Activate this skill when the user's request involves any of the following:
Finding or vetting influencers and creators for brand partnerships
Building creator briefs or campaign briefs for influencer collaborations
Understanding FTC disclosure requirements for sponsored content
Structuring influencer contracts including usage rights, exclusivity, and payment terms
Measuring influencer campaign performance (EMV, ROAS, brand lift, engagement)
Planning UGC (user-generated content) campaigns or strategies
Licensing or repurposing influencer/UGC content in paid ads
Managing influencer relationships at scale (ambassador programs, always-on partnerships)
Navigating international influencer compliance (UK ASA, French ARPP, etc.)
Handling influencer controversies or compliance violations mid-campaign
Evaluating influencer authenticity (fake followers, engagement pods, audience quality)
Planning B2B influencer or thought leader partnerships
Designing employee advocacy programs that intersect with influencer strategy
Building affiliate-influencer hybrid compensation models
Brand Context (Auto-Applied)#
Before producing any marketing output from this module:
Check session context — The active brand summary was output at session start. Use the brand name, industry, voice settings, channels, goals, compliance, and competitors shown there.
If you need the full profile , read: ~/.claude-marketing/brands/{slug}/profile.json
Apply brand voice — Formality, energy, humor, authority levels must shape all content tone and word choices
Check compliance — Auto-apply rules for brand's target_markets and industry using skills/context-engine/compliance-rules.md
Reference industry benchmarks — Consult skills/context-engine/industry-profiles.md for the brand's industry
Use platform specs — Reference skills/context-engine/platform-specs.md for character limits and format requirements
Check campaign history — Run python "${CLAUDE_PLUGIN_ROOT}/scripts/campaign-tracker.py" --brand {slug} --action list-campaigns before planning new work
If no brand exists , say: "No brand profile found. Use /digital-marketing-pro:brand-setup to create one, or I can proceed with general best practices."
Check brand guidelines — If ~/.claude-marketing/brands/{slug}/guidelines/_manifest.json exists, load and enforce: restrictions.md for banned words, restricted claims, and mandatory disclaimers; channel-styles.md for channel-specific tone overrides (may differ from base voice); messaging.md for approved key messages, taglines, and positioning language; voice-and-tone.md for detailed voice rules beyond the 4 numeric scores. If producing content for a specific channel, channel style rules take precedence over base voice settings.
Do not ask the user for information that already exists in their brand profile.
Required Context#
Before executing, gather the following from the user (ask if not provided):
Campaign objective : Awareness, consideration, conversions, content creation, or community building
Product/service : What is being promoted, including price point and purchase complexity
Target audience : Demographics, interests, platforms they use, and purchase behavior
Budget : Total influencer budget and how it should split between fees and product seeding
Platforms : Which social platforms are priorities (Instagram, TikTok, YouTube, LinkedIn, X, Pinterest, Twitch)
Content type needed : Posts, Stories, Reels, TikToks, YouTube videos, livestreams, blog posts, podcasts
Usage rights : Whether content will be repurposed for paid ads, website, or other channels
Timeline : Campaign dates, content delivery deadlines, and review periods
Industry : Needed to flag specific compliance requirements (FTC, FDA, FINRA, FCC)
Geography : Markets being targeted to determine applicable disclosure laws
Past influencer work : What has been tried before and what worked or didn't
Capabilities#
Influencer Discovery#
Platform-specific search : Identification criteria for Instagram, TikTok, YouTube, LinkedIn, X, Pinterest, and Twitch creators
Audience authenticity analysis : Detecting fake followers, engagement pods, and purchased engagement. Red flags include sudden follower spikes, low comment quality, engagement rate anomalies, and follower-to-following ratio issues
Engagement quality assessment : Moving beyond vanity metrics to evaluate comment sentiment, save rates, share rates, and genuine audience interaction
Niche matching : Aligning creator content themes, audience demographics, and brand values with campaign objectives
Tier classification : Nano (1K-10K), micro (10K-100K), mid-tier (100K-500K), macro (500K-1M), and mega (1M+) with strategic use cases for each tier
Competitive analysis : Identifying creators who work with competitors and evaluating partnership opportunities or exclusion needs
Creator Brief Templates#
Campaign brief structure : Background, objectives, key messages, creative direction, mandatory elements, do's and don'ts, timeline, and deliverables
Creative freedom framework : Balancing brand requirements with authentic creator expression. Over-scripted content underperforms.
Platform-specific formats : Adapting brief requirements for Reels vs TikTok vs YouTube vs Stories vs static posts
Messaging hierarchy : Must-say messages, should-say messages, and may-say messages to give creators structured flexibility
Reference content : Including examples of content style the brand likes (mood boards, reference posts) without asking creators to copy
FTC Compliance Engine#
Disclosure requirements : Clear and conspicuous disclosure rules. "#ad" or "Sponsored" must be unambiguous and unavoidable
Platform-specific disclosure placement : Instagram (above the fold in captions, not buried in hashtags), TikTok (text overlay and caption), YouTube (verbal and written disclosure in first 30 seconds plus platform's paid promotion checkbox), podcasts (verbal disclosure before and during sponsored segments)
Material connection definition : Any relationship that might affect credibility must be disclosed -- free products, payment, affiliate links, family relationships, employment
AI and virtual influencer rules : Virtual influencers and AI-generated content must disclose their non-human nature. FTC has signaled enforcement focus here
Consumer Review Rule : Reviews must reflect genuine experience. Incentivized reviews require disclosure. Fake reviews and suppression of negative reviews are prohibited
Contract compliance clauses : Specific contractual language requiring FTC compliance, indemnification for non-compliance, and right to request content edits for disclosure issues
International compliance : UK ASA (clear labeling as "Ad"), French ARPP (mandatory disclosure with specific language), EU regulations, Canadian Ad Standards, Australian AANA requirements
Endorsement guides updates : FTC 2023 updated Endorsement Guides expanded disclosure requirements, increased brand liability, and addressed social media specifics
Performance Tracking#
Earned Media Value (EMV) : Calculating the equivalent advertising value of organic influencer reach and engagement
Direct ROAS : Tracking revenue from influencer-specific discount codes, UTM links, and affiliate links
Brand lift measurement : Pre/post campaign surveys, branded search volume changes, social mention increases, and sentiment shifts
Engagement metrics : Rate, quality, saves, shares, comments, and audience growth during campaign periods
Content performance : Comparing influencer content performance against brand-created content benchmarks
Attribution modeling : Multi-touch attribution for influencer as an awareness/consideration channel that assists conversions elsewhere
Contract Frameworks#
Usage rights : Organic only, paid amplification rights, perpetual vs time-limited, platform restrictions, territory restrictions
Exclusivity terms : Category exclusivity (competitor brands), platform exclusivity, duration, and compensation premium for exclusivity (typically 25-100% fee increase)
Morality clause : Behavior standards, grounds for termination, notification requirements, and content removal rights
Payment terms : Flat fee, performance bonus, affiliate/commission hybrid, product-only, retainer. Payment schedules (50% upfront / 50% on delivery is standard)
Content approval process : Number of revision rounds (2 is standard), approval timeline (48-72 hours), and what constitutes approval vs revision
Deliverables specification : Exact number, format, platform, posting schedule, and caption/disclosure requirements
Cancellation terms : Notice period, kill fee (typically 25-50% for cancelled campaigns), and force majeure provisions
IP ownership : Who owns the content (usually the creator), license terms granted to the brand, and derivative work rights
UGC Strategy#
UGC solicitation : Branded hashtag campaigns, contests, review campaigns, unboxing encouragement, and community challenges
Rights management : Obtaining permission to use customer content, terms of service for submissions, and proper attribution
UGC in paid ads : Licensing customer content for ad creative, UGC-style ads produced by creators, and whitelisting/Spark Ads for running ads from creator handles
UGC curation : Selecting, moderating, and showcasing user content on brand channels, website, and marketing materials
Quality control : Maintaining brand safety when amplifying user content, moderation policies, and content guidelines
Process#
Influencer Campaign Build (Most Common Use Case)#
Define campaign parameters -- Establish objectives, budget, timeline, target audience, and platform priorities. Determine whether the campaign is awareness-focused, conversion-focused, or content-creation-focused.
Influencer identification -- Build a candidate list using niche relevance, audience demographics, engagement quality, content style, and brand alignment. Reference influencer-discovery.md for platform-specific search strategies.
Audience vetting -- Analyze each candidate's audience for authenticity and demographic match. Check for fake followers, engagement pods, and audience-brand alignment. Eliminate creators whose audience does not match the target.
Outreach and negotiation -- Craft personalized outreach. Present the partnership opportunity with clear expectations and compensation. Negotiate deliverables, timeline, usage rights, and payment terms.
Contracting -- Execute contracts covering deliverables, timeline, compensation, usage rights, exclusivity, FTC compliance requirements, morality clause, approval process, and cancellation terms. Reference contract-frameworks.md.
Brief delivery -- Send detailed creative briefs that communicate brand requirements while preserving creative freedom. Include mandatory elements, key messages, do's and don'ts, and reference content. Reference creator-briefs.md.
Content review -- Review submitted content for brand alignment, FTC compliance (disclosure placement and clarity), factual accuracy, and quality standards. Provide feedback within the agreed timeline. Limit revision requests to contracted rounds.
Publish and amplify -- Coordinate posting schedule across creators. Boost top-performing content with paid amplification where usage rights allow. Run Spark Ads or whitelisted ads from creator handles.
Performance measurement -- Track EMV, engagement, reach, conversions (via codes/UTMs), and brand lift. Compare against benchmarks and campaign KPIs. Reference performance-tracking.md.
Post-campaign analysis -- Document what worked, what didn't, which creators overperformed, and lessons learned. Use findings to inform future campaign planning and creator relationship development.
FTC Compliance Audit#
Review all sponsored content -- Check every piece of influencer content for clear and conspicuous disclosure.
Verify disclosure placement -- Confirm disclosures are visible without clicking "more," are not buried in hashtag strings, are in the first line of captions, and appear as text overlays in video content.
Check disclosure language -- Ensure disclosure is unambiguous. "#ad" and "Sponsored by [Brand]" are clear. "#ambassador," "#collab," and "#partner" are not sufficient on their own.
Audit video content -- Verify verbal disclosure within the first 30 seconds and written disclosure in the video itself (not just the description).
Document compliance status -- Create a compliance log for each piece of content with status, issues found, and corrective actions taken.
Remediate violations -- Contact creators to update non-compliant content. Document the request and resolution for legal protection.
Reference Files#
influencer-discovery.md -- Platform-specific search strategies, vetting checklists, audience analysis frameworks, and tier-level strategy guides
creator-briefs.md -- Brief templates for each content format, creative freedom guidelines, and messaging hierarchy frameworks
ftc-compliance.md -- Complete FTC Endorsement Guide requirements, platform-specific disclosure rules, international compliance matrix, and contract language templates
performance-tracking.md -- EMV calculation methods, attribution models, reporting templates, and benchmark data by industry and platform
contract-frameworks.md -- Full contract templates, clause-by-clause explanations, negotiation guides, and rate benchmarking by tier and platform
ugc-strategy.md -- UGC solicitation playbooks, rights management frameworks, UGC-to-ad pipelines, and curation best practices
Output Formats#
Influencer campaign plan : Campaign overview, creator shortlist with rationale, brief outline, timeline, budget breakdown, and KPI targets
Creator brief : Complete brief document ready to send to influencers with all brand requirements, creative direction, and compliance instructions
FTC compliance audit : Content-by-content compliance status, violations found, remediation actions, and updated compliance guidelines
Influencer contract template : Customized contract with all relevant clauses based on campaign specifics
Campaign performance report : Creator-level and aggregate performance metrics, ROI analysis, content performance rankings, and strategic recommendations
UGC program design : Solicitation strategy, rights management process, curation guidelines, and repurposing workflow
Edge Cases#
Influencer Posts Without Disclosure#
If a live influencer post is missing required FTC disclosure, respond within hours. Contact the creator immediately to add disclosure. Document the outreach and resolution. If the creator is unresponsive within 24 hours, escalate to their management. Maintain a compliance log that demonstrates good-faith efforts. The brand bears liability for influencer non-compliance under FTC guidelines.
Influencer Controversy Mid-Campaign#
When a partnered influencer becomes involved in controversy, assess severity immediately. For minor issues (off-brand opinion), monitor but continue. For moderate issues (offensive content unrelated to the brand), pause scheduled content and evaluate. For severe issues (illegal activity, hate speech, scandal), pause immediately, activate the morality clause, issue a brand statement distancing from the individual, and remove or de-amplify existing content. Decision speed matters -- a delayed response is perceived as endorsement.
Cross-Border Campaigns with Different Disclosure Rules#
When running campaigns across multiple countries, apply the strictest applicable standard as the baseline. UK ASA requires "Ad" labels. France requires specific French-language disclosure. The EU has evolving platform-specific rules. Build a compliance matrix by market and embed market-specific instructions in creator briefs. When in doubt, over-disclose.
B2B Influencer Marketing#
B2B influencer partnerships involve thought leaders, industry analysts, and professional creators rather than lifestyle influencers. KPIs shift from engagement and reach to lead quality, content authority, and pipeline influence. Payment models often involve speaking fees, co-created content, advisory roles, or event sponsorships rather than per-post fees. LinkedIn and YouTube are primary platforms. Long-form content (whitepapers, webinars, podcast interviews) outperforms short-form.
Employee Advocacy vs Influencer Marketing#
Employee sharing of company content is governed by different rules than influencer marketing, but disclosure is still required. Employees must disclose their employment relationship when endorsing their employer's products. Design employee advocacy programs with built-in disclosure, approved messaging, and clear guidelines separating personal opinions from company endorsements.
Affiliate-Influencer Hybrid Arrangements#
When influencers receive both a flat fee and affiliate commission, both the sponsorship and the affiliate relationship must be disclosed. "#ad" covers the sponsorship; affiliate links require separate disclosure (e.g., "I earn a commission if you purchase through my link"). Structure contracts to clearly delineate the fee component from the performance component for accounting and compliance purposes.
Related Skills#
Paid Advertising -- Amplifying influencer content through paid channels (whitelisting, Spark Ads, boosted content)
Content Engine -- Content strategy that incorporates influencer and UGC content into the broader content calendar
Reputation Management -- Managing brand reputation when influencer controversies arise
Growth Engineering -- Affiliate-influencer hybrid programs and referral amplification through creators
Analytics & Insights -- Attribution and measurement for influencer campaign performance
Emerging Channels -- Social commerce integration with influencer content (TikTok Shop, Instagram Shopping)
Supporting file: contract-frameworks.md#
Influencer Contracts — Templates & Negotiation#
Full Contract Template — Key Clauses#
1. Scope of Work#
Deliverables : Creator shall produce and publish the following content on behalf of Brand:
# Platform Format Quantity Timeline 1 2 3
Content specifications : All deliverables shall comply with the Creative Brief (Exhibit A) and meet the technical specifications outlined therein, including but not limited to resolution, aspect ratio, caption requirements, and disclosure obligations.
Exclusions : This agreement does not include [event appearances, product design input, email marketing, additional platforms] unless explicitly agreed in writing.
2. Compensation Types#
Compensation Model Description When to Use Flat fee Fixed payment per deliverable or per campaign Standard campaigns with defined deliverables Performance-based Payment tied to metrics (views, clicks, conversions) Direct response campaigns; measurable KPIs Hybrid Base fee + performance bonus above threshold Balanced risk-sharing between brand and creator Product-only (gifting) Free product in exchange for content; no cash payment Nano creators, product seeding, low-budget campaigns Affiliate / Commission Percentage of sales generated via unique tracking link Always-on partnerships; aligns incentives Revenue share Percentage of revenue from co-created product or collection Long-term brand partnerships, co-branded lines Retainer Monthly fee for ongoing content production and availability Brand ambassadors, long-term relationships
Compensation clause : Brand shall pay Creator a total fee of $[amount] for the deliverables outlined in Section 1. Payment shall be made as follows: [50% upon contract execution / 50% upon publication of all deliverables] OR [100% within 30 days of publication].
3. Content Ownership & Usage Rights#
Rights Tier Description Typical Premium Duration Organic only Brand may repost on owned channels with creator credit Included in base rate Campaign duration + 30 days Organic extended Brand may repost on owned channels indefinitely +10% – 15% of base Perpetual Paid media (whitelisting) Brand may run content as paid ads from creator's handle +25% – 50% per month 30–90 day terms, renewable Paid media (dark posting) Brand may run content as paid ads from brand's handle +20% – 40% per month 30–90 day terms Full buyout Brand owns all content with unlimited usage rights +100% – 200% of base Perpetual, all media Derivative works Brand may edit, crop, remix content for any purpose +30% – 60% of base Per agreement
Usage rights clause : Brand is granted a [non-exclusive / exclusive] license to use, reproduce, distribute, and display the Content for [organic social media / paid advertising / all media channels] for a period of [X months / in perpetuity] from the date of publication. Creator retains ownership of the original Content. Any use beyond the licensed scope requires written consent and additional compensation.
4. Exclusivity#
Exclusivity clause : During the term of this agreement and for [30/60/90] days following completion, Creator shall not create sponsored content for, endorse, or publicly promote any product or service in the [category] category that directly competes with Brand. Competing brands include but are not limited to: [list specific competitors].
Exclusivity compensation : The exclusivity period is compensated at [X% of total campaign fee / $X per month of exclusivity].
Exclusivity Level Scope Typical Premium Category exclusive Cannot promote competing products in the same category +30% – 100% of base rate Platform exclusive Cannot promote competitors on the specified platform only +15% – 40% No exclusivity Creator is free to work with competitors No premium Non-compete window Post-campaign blackout period for competitor work +10% – 25% per month
5. Approval Process#
Approval workflow :
Creator submits content concept / storyboard by [date] for Brand review
Brand provides written approval or revision notes within [48/72] hours
Creator submits draft content (photo/video + caption) by [date]
Brand provides approval or one (1) round of revisions within [48] hours
Creator delivers revised content within [48] hours of receiving feedback
Brand provides final written approval prior to publication
Auto-approval : If Brand fails to respond within the designated review window, content shall be deemed approved.
Revision limits : One (1) round of revisions is included in the agreed compensation. Additional revisions beyond the included round shall be billed at [15%–25%] of the deliverable fee per round.
6. FTC Compliance#
Disclosure obligation : Creator shall comply with all applicable advertising disclosure laws, including the FTC Endorsement Guides (16 CFR Part 255) and any applicable international regulations. Creator shall include clear and conspicuous disclosure in every piece of sponsored Content, including but not limited to:
Activating the platform's native branded content/paid partnership tool
Including "#ad" or "Paid partnership with [Brand]" in a prominent position
Liability : Creator acknowledges personal liability for FTC compliance. Brand shall provide disclosure guidelines, but Creator is independently responsible for ensuring compliant disclosure in all published content.
7. Termination#
Termination for convenience : Either party may terminate this agreement with [30] days' written notice. Creator shall be compensated for all deliverables completed and approved prior to termination.
Termination for cause : Either party may terminate immediately if the other party:
Commits a material breach that remains uncured after [10] days' written notice
Engages in conduct that brings the other party into public disrepute
Files for bankruptcy or becomes insolvent
Effect of termination : Upon termination, Brand retains usage rights for all content delivered and approved prior to termination, subject to the terms of Section 3. Creator shall return or destroy any Brand materials, samples, or confidential information within [14] days.
8. Morality Clause#
Morality clause : Creator warrants that Creator shall not engage in any conduct that is illegal, immoral, or otherwise likely to bring Creator or Brand into public disrepute, ridicule, or scandal. Such conduct includes but is not limited to: criminal activity, hate speech, discrimination, substance abuse, fraud, or any behavior that materially conflicts with Brand's values as communicated in writing. Brand reserves the right to terminate this agreement immediately and withhold unpaid compensation if Creator's conduct triggers this clause.
Mutual morality : Creator reserves the right to terminate this agreement if Brand engages in conduct that would materially damage Creator's reputation or violate Creator's stated values.
Negotiation Guides by Tier#
Nano Creators (< 10K followers)#
Aspect Typical Terms Negotiation Notes Compensation Product gifting or $50–$250 per post Many accept product-only; small cash payments build goodwill Usage rights Organic repost included; paid media rarely requested If requesting paid media rights, add $50–$100 Exclusivity Rarely enforced Not cost-effective to enforce at this tier Approval Flexible; light-touch review Over-prescribing kills authenticity at this tier Contracts Simple one-page agreement or email confirmation Full contracts may intimidate; keep it simple
Micro Creators (10K–100K)#
Aspect Typical Terms Negotiation Notes Compensation $250–$1,500 per post; hybrid models work well Offer performance bonuses to align incentives Usage rights Organic included; paid media at +25%–40% Negotiate 60-day paid media windows for cost efficiency Exclusivity 30-day category exclusivity standard Keep exclusivity windows short; premium adds up Approval One concept review + one revision round Standard workflow; respect their creative instincts Contracts 2–3 page agreement covering key terms Professional but not overly legalistic
Mid-Tier Creators (100K–500K)#
Aspect Typical Terms Negotiation Notes Compensation $1,500–$5,000 per post; retainers viable Multi-post packages unlock 15%–20% discounts Usage rights Negotiate explicitly; paid media at +30%–50% Define clear windows and channels for usage Exclusivity 30–60 day category exclusivity Price exclusivity separately; avoid bundling Approval Structured workflow with defined timelines Expect professional turnaround expectations Contracts Full contract with all standard clauses May have management or legal review
Macro Creators (500K–1M)#
Aspect Typical Terms Negotiation Notes Compensation $5,000–$15,000 per post; agency-negotiated Expect rate cards and agency markups (15%–20%) Usage rights Heavily negotiated; paid media at premium rates Full buyouts are expensive — license specific channels/durations Exclusivity 60–90 days standard; expensive Exclusivity at this tier can exceed the content fee Approval Formal workflow; expect creative pushback These creators protect their brand — respect their creative vision Contracts 5–10 page agreements; talent agency involved Legal review from both sides is standard
Mega Creators (1M+)#
Aspect Typical Terms Negotiation Notes Compensation $15,000–$100K+ per post Talent management firms set terms; limited flexibility Usage rights Highly restricted and expensively licensed Every right is a separate line item Exclusivity Lengthy windows at significant premiums May require six-figure exclusivity fees Approval Complex multi-stakeholder approval process Longer timelines; build in 2x the expected review time Contracts Extensive agreements; multiple addenda Expect 4–6 week negotiation cycles
Rate Benchmarking by Tier and Platform#
Tier Instagram Post Instagram Reel TikTok Video YouTube Dedicated YouTube Integration LinkedIn Post Nano $50–$250 $75–$300 $50–$200 $200–$500 $100–$300 $50–$200 Micro $250–$1,500 $350–$2,000 $200–$1,000 $1,000–$5,000 $500–$2,500 $200–$1,000 Mid $1,500–$5,000 $2,000–$6,000 $1,000–$5,000 $5,000–$15,000 $2,500–$7,500 $1,000–$3,000 Macro $5,000–$15,000 $6,000–$18,000 $5,000–$15,000 $15,000–$50,000 $7,500–$25,000 $3,000–$8,000 Mega $15,000–$100K+ $18,000–$120K+ $15,000–$80K+ $50,000–$250K+ $25,000–$100K+ $8,000–$25K+
Rate modifiers:
Stories (add-on): +15%–25% of post rate for 3–5 story frames
Bundle discount (3+ deliverables): -15%–25% off total
Exclusivity: +30%–100% depending on category and duration
Paid media usage rights: +25%–50% per month of usage
Rush delivery (< 7 days): +25%–50% surcharge
Payment Terms#
Standard Payment Structures#
Structure When Payment is Made Best For 100% upfront Upon contract execution Nano/micro creators; builds trust 50/50 split 50% on signing, 50% on publication Standard for mid-tier and above Milestone-based Payments tied to concept approval, draft delivery, publication Complex multi-deliverable campaigns Net 30 Full payment within 30 days of content going live Enterprise brands; requires creator cash flow tolerance Net 60 Full payment within 60 days Large corporations; unpopular with creators Performance holdback Base fee upfront + performance bonus paid after 30 days based on metrics Performance-oriented campaigns
Payment Method Preferences#
Wire transfer / ACH: Professional standard for $1,000+
PayPal: Common for smaller payments; creator-friendly
Platform-native (e.g., TikTok Creator Marketplace): Handles tax documentation
Agency pass-through: Payment to talent agency who distributes to creator
Tax Considerations#
Issue 1099-NEC for US-based creators paid $600+ annually
Collect W-9 before first payment
International creators: Collect W-8BEN; withhold 30% unless tax treaty applies
Keep records of all payments, deliverables, and contracts for minimum 7 years
Non-Compete Considerations#
Key Non-Compete Factors#
Factor Consideration Scope Define the exact product category — too broad is unenforceable Duration 30–90 days post-campaign is standard; longer requires higher compensation Geography Typically not limited by geography in digital influencer contracts Enforcement Difficult to enforce; rely on relationship and fair compensation Compensation Must be proportionate — courts may void unreasonable restrictions Existing relationships Grandfather in pre-existing brand deals to avoid conflicts
Non-Compete Clause Template#
During the Exclusivity Period defined in this agreement, Creator shall not, directly or indirectly: (a) promote, endorse, or create sponsored content for any Competing Brand as defined in Exhibit B; (b) post organic content that prominently features a Competing Brand's product; or (c) enter into negotiations for future partnerships with Competing Brands that would commence during the Exclusivity Period. Creator's pre-existing partnerships listed in Exhibit C are excluded from this restriction.
Supporting file: creator-briefs.md#
Creator Briefs — Templates by Format#
Brief Templates by Content Format#
Static Post (Feed Image)#
Section Details Format Single image or carousel (specify number of slides) Platform Instagram, LinkedIn, Facebook Aspect ratio 1:1 (feed), 4:5 (optimal feed), 1.91:1 (LinkedIn) Resolution Minimum 1080x1080px Caption Required length range, hashtag guidance, CTA requirement Key visual Product placement, lifestyle context, text overlay (yes/no) Deliverables Raw image file + final edited version, caption draft for approval Timeline Concept due [date], draft due [date], publish [date]
Short-Form Video (Reel / TikTok)#
Section Details Format Vertical video, 15–90 seconds Platform Instagram Reels, TikTok, YouTube Shorts Aspect ratio 9:16 Resolution Minimum 1080x1920px Hook First 3 seconds must include [specific hook direction] Audio Trending sound, original audio, or voiceover (specify) Key moments Product reveal by second [X], CTA by second [X] Captions Burned-in text captions required for accessibility Deliverables Raw footage + final edited version, no watermarks
Story (Ephemeral)#
Section Details Format 3–7 story frames, mix of photo and video Platform Instagram Stories, Facebook Stories Aspect ratio 9:16 Interactive elements Poll, quiz, question box, link sticker, countdown (specify) Swipe-up / Link sticker Required — URL provided by brand Talking head At least [X] frames should include creator speaking to camera Deliverables Screen recordings of live stories + raw files
Unboxing#
Section Details Format Video, 60 seconds – 5 minutes Platform TikTok, YouTube, Instagram Reels Packaging Show branded packaging, describe unboxing experience Product reveal Build anticipation; reveal product at [X] timestamp First impressions Authentic, unscripted reactions preferred Key callouts Features to highlight: [list 3–5 max] Deliverables Full uncut footage + edited version
Product Review#
Section Details Format Video, 3–10 minutes (long-form) or 60–90 seconds (short-form) Platform YouTube (long), TikTok/Reels (short) Structure Introduction > Features > Usage demo > Pros/cons > Verdict Authenticity Honest feedback encouraged; brand will not censor negative opinions Comparison May compare to competitors if relevant (specify allowed/disallowed) Deliverables Draft for review, final published version, thumbnail
Tutorial / How-To#
Section Details Format Step-by-step video, 2–10 minutes Platform YouTube, TikTok, Instagram Structure Problem statement > Step-by-step demo > Final result > CTA Product integration Product should be naturally used within the tutorial steps Screen recording Required if software/app product Deliverables Full tutorial video, chapter timestamps (YouTube), caption draft
Live Stream#
Section Details Format Live broadcast, 20–60 minutes Platform Instagram Live, TikTok Live, YouTube Live Structure Opening hook > Brand introduction > Demo/Q&A > CTA > Close Brand mention Minimum [X] mentions, spaced organically throughout Interactive Respond to viewer questions about the product in real time Promo code Pin in comments or display on screen during key moments Deliverables Recording of full live stream, viewership/engagement screenshots
Creative Freedom Guidelines#
Three Tiers of Creative Direction#
Tier Description When to Use Risk Level Prescribed Brand provides exact script, shot list, captions, and hashtags Product launches, regulated industries, legal-sensitive messaging Low creative risk, higher inauthenticity risk Collaborative Brand provides key messages and guidelines; creator proposes concept Ongoing partnerships, brand awareness campaigns Balanced — best for most campaigns Open Brand provides product and 2–3 key points; creator has full creative control Nano/micro campaigns, UGC, authenticity-driven campaigns Higher creative risk, highest authenticity
Creative Freedom Spectrum Decision Tree#
Is this a regulated industry (pharma, finance, alcohol)? → Prescribed
Is this a product launch with exact messaging requirements? → Prescribed
Is this a mid-tier or macro creator with proven brand content? → Collaborative
Is this a nano/micro creator or UGC play? → Open
Is the primary KPI brand awareness / authenticity? → Open
Is the primary KPI conversions with specific offers? → Collaborative or Prescribed
Messaging Hierarchy#
Structure every brief using this four-tier messaging framework.
Priority Category Definition Example 1 Must-Say Non-negotiable messages that must appear in every piece of content Brand name, product name, key claim, CTA, disclosure 2 Should-Say Strongly encouraged messages that add value but are not mandatory Key benefit, differentiator, use case, promo code 3 Could-Say Optional messages the creator may include if it fits naturally Brand backstory, sustainability angle, community mention 4 Don't-Say Prohibited messages, claims, or topics that must be avoided Competitor bashing, unverified health claims, off-brand language, political topics
Must-Say Checklist (Include in Every Brief)#
Don't-Say Checklist (Include in Every Brief)#
Asset Delivery Requirements#
What Brand Provides to Creator#
Asset Format Delivery Method Product samples Physical shipment Courier with tracking Brand guidelines PDF Email or shared drive Logo files PNG (transparent) + SVG Shared drive link Key messaging doc Brief (this document) Email or project management tool Promo codes / UTM links Text Email — confirm code is active before sending Visual references / moodboard JPEG / PDF Shared drive or Canva link
What Creator Delivers to Brand#
Deliverable Format Specification Draft content Native file (MP4, JPEG) Via shared drive — no compressed messaging app versions Raw footage MP4 / MOV Minimum 1080p, no watermarks, no platform branding Caption / copy Text document Google Doc or plain text in email Analytics screenshot PNG 48-hour and 7-day post-publish metrics Usage rights file Original resolution Uncompressed, no filters or platform overlays
Campaign Timeline Template#
Phase Action Timeline Owner 1. Outreach Send brief and partnership offer Day 0 Brand 2. Negotiation Agree on terms, deliverables, compensation Day 1–5 Both 3. Contract Execute influencer agreement Day 5–7 Brand / Legal 4. Product ship Send product samples and brand assets Day 7–10 Brand 5. Concept Creator submits content concept / storyboard Day 14 Creator 6. Concept approval Brand reviews and approves or requests adjustments Day 15–16 Brand 7. Content creation Creator produces content Day 16–21 Creator 8. Draft review Creator submits draft for brand approval Day 21 Creator 9. Revision Brand provides feedback (one round included) Day 22–23 Brand 10. Final approval Brand signs off on final content Day 24 Brand 11. Publish Creator publishes content on agreed date/time Day 28 Creator 12. Reporting Creator shares analytics; brand compiles report Day 35 Both
Revision Policy#
Standard Revision Terms#
Included revisions : One (1) round of revisions included in base rate
Additional revisions : Billed at 15%–25% of original deliverable rate per round
Revision scope : Brand may request changes to caption, CTA, product placement, lighting, or audio
Out-of-scope changes : Full re-shoots, concept changes, or additional deliverables require new negotiation
Turnaround : Creator has 48 business hours to deliver revised content
Revision Request Format#
When requesting revisions, use this structure:
What works well — acknowledge strong elements (maintains relationship)
What needs to change — specific, actionable feedback with timestamps for video
Reference — link to brief section or moodboard for clarity
Priority — mark each change as mandatory or suggested
Deliverable Specifications by Platform#
Platform Format Aspect Ratio Max Length File Size Caption Limit Instagram Feed JPEG/MP4 1:1 or 4:5 90s (Reel), 60s (feed video) 100MB 2,200 chars Instagram Story JPEG/MP4 9:16 15s per frame 30MB N/A Instagram Reel MP4 9:16 90 seconds 100MB 2,200 chars TikTok MP4 9:16 10 minutes 287MB 4,000 chars YouTube MP4 16:9 No limit 256GB 5,000 chars YouTube Shorts MP4 9:16 60 seconds 256GB 100 chars title LinkedIn JPEG/MP4 1:1 or 16:9 10 minutes 5GB 3,000 chars Facebook JPEG/MP4 1:1 or 16:9 240 minutes 10GB 63,206 chars
Universal Quality Standards#
All video: minimum 1080p resolution, 30fps (60fps preferred for action)
All images: minimum 1080px on shortest side, sRGB color space
No platform watermarks (e.g., no TikTok watermark on Reels repurposing)
Burned-in captions/subtitles for all video content (accessibility requirement)
Audio: clear voiceover, no copyrighted background music unless licensed
Supporting file: ftc-compliance.md#
FTC Compliance — Influencer Marketing Regulations#
FTC Endorsement Guides — Core Requirements#
The Federal Trade Commission requires that material connections between endorsers and advertisers be clearly and conspicuously disclosed . A material connection exists when an influencer receives anything of value — payment, free products, affiliate commissions, or any other benefit — in exchange for an endorsement.
Fundamental Rules#
Disclosure must be clear and conspicuous — the average consumer must be able to notice and understand it
Disclosure must be in the same medium as the endorsement — a text disclosure for a video endorsement is insufficient
Disclosure must be before or at the point of the endorsement — not buried at the end
The endorser must actually use the product and express genuine opinions
Claims must be truthful — endorsers cannot make claims the advertiser couldn't make directly
Both the brand and the influencer are liable for non-compliant content
Platform-Specific Disclosure Rules#
Platform Built-In Disclosure Tool How to Use Additional Requirements Instagram Paid Partnership label Toggle in Advanced Settings > "Add Paid Partnership Label" Must be used for all paid/gifted content; hashtag disclosure still recommended TikTok Branded Content toggle Enable via "Content Disclosure" before posting Must select "Promotional Content" — not just "Your Brand" YouTube Paid Promotion checkbox Studio > Video Details > "This video contains paid promotion" Verbal disclosure in video within first 30 seconds also required LinkedIn None native Use text disclosure in post body #ad or "Paid partnership with [Brand]" required in first two lines Facebook Branded Content tag Use the branded content tool to tag the sponsoring brand Works similarly to Instagram Paid Partnership Pinterest None native Text disclosure on Pin description "Sponsored by [Brand]" or #ad in Pin description Twitter/X None native Text disclosure in tweet body #ad within the tweet — not in a reply or thread Podcasts None native Verbal disclosure at the beginning of the ad segment "This episode is sponsored by..." before the endorsement
Disclosure Placement Requirements#
Where Disclosure MUST Appear#
Content Type Acceptable Placement Unacceptable Placement Static post First line of caption, before "See more" truncation End of caption, buried in hashtag block Video Superimposed text in first 5 seconds + verbal mention Only in video description, only at the end Story Superimposed text visible for full frame duration Small text that blends with background Live stream Verbal disclosure at start and repeated every 15–20 minutes Only at the very end of the stream Podcast Verbal at the top of the episode and before each ad read Only in show notes Blog post Above the fold, before the endorsement content begins Footer only, sidebar only Tweet Within the tweet body, not in a reply As a reply to the original tweet
Accepted Disclosure Language#
Strongest : "Paid partnership with [Brand]" / "Sponsored by [Brand]"
Acceptable : "#ad" / "#sponsored" / "Ad:" at the beginning of the post
Insufficient : "#sp" / "#spon" / "#ambassador" / "#partner" (too ambiguous)
Unacceptable : No disclosure / disclosure hidden / only "Thanks [Brand]"
International Compliance Matrix#
Jurisdiction Regulatory Body Key Requirements Penalties United States FTC (Federal Trade Commission) Clear and conspicuous disclosure of material connections; endorsements must reflect honest opinions; both brand and influencer liable Up to $50,120 per violation (adjusted annually); consent orders; injunctions United Kingdom ASA (Advertising Standards Authority) + CMA All ads must be clearly identifiable; "#ad" required; CAP Code applies to social media Referral to CMA for legal action; fines; platform-level enforcement; naming and shaming European Union UCPD (Unfair Commercial Practices Directive) + national authorities Prohibits misleading omissions; commercial intent must be disclosed; varies by member state Varies by country — fines up to 4% of annual turnover in some jurisdictions Australia ACCC (Australian Competition & Consumer Commission) Australian Consumer Law prohibits misleading or deceptive conduct; disclosure required for paid endorsements Fines up to AUD $10 million per contravention for corporations Canada Competition Bureau + Ad Standards Competition Act prohibits deceptive marketing; Ad Standards guidelines require disclosure Fines up to CAD $10 million (first offense); $15 million (subsequent) France ARPP + DGCCRF "Publicité" or "Partenariat" labels required; influencer law (2023) mandates registration for large creators Fines up to EUR $300,000 and up to 2 years imprisonment for severe cases Germany Landesmedienanstalten Interstate Media Treaty requires clear ad labeling; "Werbung" or "Anzeige" required Fines vary by state; up to EUR $500,000 Brazil CONAR + CDC Consumer Defense Code requires transparency; CONAR guidelines for advertising identification Fines, content removal orders, public warnings
Multi-Market Campaign Compliance Checklist#
Contract Compliance Clause Templates#
Standard FTC Compliance Clause#
Creator agrees to comply with all applicable advertising disclosure laws, including the FTC Endorsement Guides (16 CFR Part 255). Creator shall clearly and conspicuously disclose the material connection with Brand in all sponsored content using language approved by Brand, including but not limited to the platform's native branded content tools and the hashtag #ad. Failure to comply may result in termination of this agreement and forfeiture of unpaid compensation.
Enhanced Compliance Clause (For Regulated Industries)#
Creator shall submit all content for pre-publication legal review. Creator warrants that all claims made regarding the Product are truthful, substantiated, and reflect Creator's genuine experience. Creator shall not make health claims, efficacy claims, or comparative claims not expressly approved in writing by Brand. Creator acknowledges that violations of advertising regulations may result in personal liability and agrees to indemnify Brand for any fines or penalties resulting from Creator's non-compliance.
International Compliance Addendum#
For content distributed in or accessible to audiences in the territories listed in Schedule A, Creator shall comply with the advertising disclosure requirements of each jurisdiction, including without limitation: [list applicable regulations]. Brand will provide jurisdiction-specific disclosure guidelines, and Creator shall implement these guidelines for all content viewable in covered territories.
Common Violations & Penalties#
Violation Description Risk Level Typical Consequence No disclosure Sponsored content posted with zero disclosure Critical FTC warning letter; $50,120/violation fine Buried disclosure #ad hidden in hashtag block or below the fold High FTC enforcement action; platform penalties Ambiguous disclosure Using #partner, #collab, or #ambassador alone Medium Warning letter; required corrective disclosure Wrong medium Text-only disclosure for video content Medium Required re-posting with proper disclosure Missing material terms Failing to disclose free product, affiliate relationship High Enforcement action against both brand and creator False claims Endorsing results the creator did not actually experience Critical Litigation; injunctions; substantial fines Deceptive formats Making ads look like organic editorial or news Critical Multiplied penalties; consent orders
Compliance Monitoring Process#
Pre-Publication Review#
Brief compliance check : Ensure brief includes required disclosure language and placement instructions
Draft review : Verify disclosure appears correctly in submitted draft content
Legal review (if applicable): Route regulated industry content through legal team
Platform tool verification : Confirm native branded content tools are activated
Post-Publication Audit#
24-hour check : Review published content within 24 hours for disclosure compliance
Spot checks : Random monthly audits of active creator partnerships
Screenshot documentation : Capture and archive all sponsored posts for compliance records
Engagement monitoring : Watch for creator responses to comments that may make additional claims
Quarterly Compliance Review#
COPPA Requirements for Children's Content#
The Children's Online Privacy Protection Act (COPPA) applies when content is directed to children under 13 or when the creator has actual knowledge that children under 13 are in the audience.
COPPA Compliance Checklist#
Child Influencer Considerations#
Requirement Details Parental consent Written consent from parent/guardian for all commercial content Child labor laws Comply with state/local child performer laws (Coogan Law where applicable) Trust accounts Some jurisdictions require a portion of earnings be held in trust Content restrictions Heightened scrutiny on products marketed through child endorsers Privacy No sharing of child's personal information, school, or location details Platform age limits Most platforms require users to be 13+; content featuring minors requires additional safeguards
Supporting file: influencer-discovery.md#
Influencer Discovery — Vetting & Selection#
Platform-Specific Search Strategies#
Instagram#
Hashtag mining : Search branded, industry, and niche hashtags; review top and recent posts for consistent creators
Explore page analysis : Monitor Explore in your vertical to identify rising creators before they spike
Competitor tagged posts : Audit who tags and mentions competing brands organically
Location tags : Filter by geography for local or regional campaigns
Reels-first filtering : Prioritize creators with strong Reels output — algorithm favors this format for reach
TikTok#
FYP keyword search : Use in-app search with niche keywords; sort by relevance and recency
Sound and trend tracking : Identify creators who originate or early-adopt trending sounds
Creator Marketplace : Use TikTok's native marketplace for verified audience data and direct outreach
Duet/Stitch chains : Trace conversation threads to find creators with high community engagement
Comment section scouting : Creators who dominate comment sections often have loyal followings
YouTube#
Search + filter by upload date : Find active creators producing content on relevant topics
BrandConnect : Google's native influencer platform with verified analytics
Community tab activity : Creators with active Community tabs have more engaged subscribers
Shorts vs. long-form split : Evaluate whether the creator's strength aligns with your format needs
Suggested video mapping : Review the "suggested" sidebar on competitor-sponsored videos
LinkedIn#
Newsletter subscribers : Creators with LinkedIn Newsletters have opted-in B2B audiences
Post impression benchmarks : Look for 5x+ impressions relative to follower count
Company page mentions : Track who organically discusses your industry or competitors
LinkedIn Top Voice badges : Indicates platform-endorsed subject matter authority
Event and Live activity : Creators hosting LinkedIn Events or Lives signal community builders
Influencer Tier Definitions & Rate Benchmarks#
Tier Follower Range Avg. IG Post Rate Avg. TikTok Rate Avg. YT Rate (dedicated) Engagement Benchmark Nano < 10K $50 – $250 $50 – $200 $100 – $500 4% – 8%+ Micro 10K – 100K $250 – $1,500 $200 – $1,000 $500 – $5,000 2.5% – 5% Mid-Tier 100K – 500K $1,500 – $5,000 $1,000 – $5,000 $5,000 – $15,000 1.5% – 3% Macro 500K – 1M $5,000 – $15,000 $5,000 – $15,000 $15,000 – $50,000 1% – 2% Mega 1M+ $15,000 – $100K+ $15,000 – $80K+ $50,000 – $250K+ 0.5% – 1.5%
Notes on rates:
Rates vary significantly by vertical (beauty/fashion command premiums; B2B/finance command premiums for different reasons)
Bundle pricing (multi-post packages) typically discounts 15%–30%
Exclusivity clauses add 20%–100% depending on category and duration
Usage rights for paid media amplification add 25%–50% of base rate per month
Influencer Vetting Checklist#
Audience Authenticity#
Engagement Quality#
Brand Safety#
Content Quality#
Fake Follower Detection Signals#
Red Flag What to Look For Tool/Method Follower spikes Sudden jumps of 10K+ without corresponding content virality Social Blade, HypeAuditor growth charts Ghost followers High follower count, low engagement; accounts with no profile photos, no posts Manual audit of follower list sample Generic comments Repetitive comments like "Great post!" "Love this!" from accounts with no content Manual review of last 10 post comment sections Engagement pods Same group of accounts commenting on every post within minutes of publishing Time-stamp analysis on comment patterns Follower geography mismatch Creator is US-based but 60%+ followers are from low-CPM countries HypeAuditor, Modash, or Grin audience reports Like-to-comment ratio Extremely high likes with very few comments (or vice versa) Manual ratio check across 10–20 posts Follower quality score Third-party tools flag >25% suspicious followers HypeAuditor Audience Quality Score, Modash Engagement rate volatility Wild swings in engagement from post to post without content variation Track engagement across 20+ recent posts
Recommended verification tools: HypeAuditor, Modash, Grin, Upfluence, CreatorIQ, Social Blade
Influencer Evaluation Scorecard Template#
Score each dimension 1–5 (1 = Poor, 5 = Excellent). Weight by campaign priority.
Evaluation Criteria Weight Score (1–5) Weighted Score Audience relevance — Demographics match target persona25% ___ ___ Engagement quality — Rate meets tier benchmark, comments are authentic20% ___ ___ Content quality — Visual/narrative quality aligns with brand standards15% ___ ___ Brand alignment — Values, tone, aesthetic match brand identity15% ___ ___ Audience authenticity — Low bot/fake follower indicators10% ___ ___ Professionalism — Responsive, meets deadlines, easy to work with5% ___ ___ Rate efficiency — CPE/CPM within budget expectations5% ___ ___ Platform strength — Strong on the platform(s) you need5% ___ ___ TOTAL 100% ___ / 5.0
Scoring Thresholds#
4.5 – 5.0 : Priority partner — move to outreach immediately
3.5 – 4.4 : Strong candidate — proceed with additional due diligence
2.5 – 3.4 : Conditional — may work for specific campaigns or with negotiation
Below 2.5 : Pass — does not meet minimum partnership standards
Decision Framework#
Run scorecard for all shortlisted creators
Rank by weighted total score
Cross-reference with budget constraints and campaign timeline
Select primary and backup creators per campaign slot
Document scoring rationale for stakeholder review and future reference
Outreach Prioritization Matrix#
Priority Level Criteria Action Tier 1 — Immediate Score 4.5+, budget-aligned, no exclusivity conflicts Send personalized outreach within 24 hours Tier 2 — High Score 3.5–4.4, strong in 2+ key dimensions Outreach within 1 week; prepare negotiation flexibility Tier 3 — Pipeline Score 2.5–3.4 with one standout dimension Add to watch list; re-evaluate quarterly Tier 4 — Decline Score below 2.5 or critical red flag in any dimension Pass; document reason for team alignment
Outreach best practices:
Lead with what you admire about their content (be specific)
State the brand and campaign concept in 2–3 sentences
Include compensation range upfront to respect their time
Provide a clear next step (call, brief review, rate card request)
Follow up once at 5 business days; move to backup if no response by 10 days
Supporting file: micro-influencer-strategy.md#
Micro & Nano Influencer Strategy — Scaling Authentic Partnerships#
A tactical guide to building and scaling micro and nano influencer programs. Covers tier benchmarks, discovery and vetting, compensation models, gifting programs, ambassador communities, brief templates, scaling operations, measurement, and platform-specific execution strategies.
Influencer Tier Definitions#
Tier Follower Range Avg. Engagement Rate Avg. Cost per Post (IG) Avg. Cost per Post (TikTok) Best For Nano 1K – 10K 4% – 8% $50 – $250 $50 – $200 Hyper-local, niche communities, authenticity-first campaigns Micro 10K – 100K 2.5% – 5% $250 – $2,000 $200 – $1,500 Niche authority, product reviews, sustained brand building Mid-Tier 100K – 500K 1.5% – 3% $2,000 – $8,000 $1,500 – $5,000 Broader reach with niche credibility, campaign anchors Macro 500K – 1M 1% – 2% $8,000 – $20,000 $5,000 – $15,000 Mass awareness, product launches, event amplification Mega 1M+ 0.5% – 1.5% $20,000 – $100K+ $15,000 – $80K+ Celebrity endorsement, global campaigns, tentpole moments
Why Micro and Nano Influencers Outperform#
The Data#
Metric Nano (1K-10K) Micro (10K-100K) Macro (500K-1M) Mega (1M+) Engagement rate 4-8% 2.5-5% 1-2% 0.5-1.5% Comment quality Genuine, conversational Substantive, on-topic Mixed, some generic Mostly generic Audience trust Very high (perceived as peers) High (perceived as experts) Moderate Low (perceived as ads) Conversion rate 3-6% (link clicks to purchase) 2-4% 1-2% 0.5-1% Cost per engagement $0.01 – $0.10 $0.10 – $0.50 $0.50 – $2.00 $2.00 – $10.00 Content authenticity Native to feed; indistinguishable from organic Strong; blends well Polished; visibly branded Highly produced; clearly sponsored
Strategic Advantages#
Budget efficiency: 10 micro-influencers at $500 each delivers more total reach, higher engagement, and better conversion than 1 macro at $5,000
Content volume: More creators = more unique content assets for repurposing across owned channels
SEO benefit: Multiple authentic mentions across blogs and social platforms create natural backlink and citation patterns
Risk diversification: If one creator underperforms or causes controversy, impact is contained
Testing ground: Test messaging, products, and positioning with micro audiences before scaling to larger campaigns
Discovery Methods#
Organic Discovery#
Method How It Works Yield Hashtag research Search branded hashtags, industry hashtags, and niche hashtags on IG/TikTok; review top and recent posts High — finds creators already interested in your space Follower overlap analysis Analyze who follows both your brand and your competitors; identify creators in that overlap Medium — requires tools (SparkToro, Audiense) Customer base mining Search your customer database and email list for social profiles with 1K+ followers High — these creators already use and love your product Platform search Use native search on Instagram, TikTok, YouTube with niche keywords Medium — labor-intensive but free Competitor influencer mapping Audit tagged posts and mentions on competitor profiles; identify creators they work with High — proven creators in your vertical Employee and customer referrals Ask team and loyal customers who they follow in the space Medium — warm leads with genuine affinity
Tool-Assisted Discovery#
Tool Strength Price Range Creator.co Marketplace with campaign management; micro-influencer focus $460/mo+ Aspire (formerly AspireIQ) Discovery, outreach, and relationship management at scale Custom pricing Grin eCommerce-focused; Shopify integration; product seeding workflows Custom pricing Upfluence Large database with audience demographics; CRM integration Custom pricing Heepsy Affordable discovery tool with audience analytics $49-$269/mo Modash Discovery + audience quality analysis + email finder $99-$399/mo Collabstr Marketplace where creators set rates; simple booking Pay-per-booking
Vetting Criteria#
Mandatory Checks (Pass/Fail)#
Criterion Minimum Standard How to Check Engagement rate Meets or exceeds tier benchmark (see tier table) Calculate: (Likes + Comments) / Followers across last 20 posts Audience authenticity < 20% suspicious followers HypeAuditor, Modash, or manual audit of 50 followers Audience demographics 60%+ match target market geography, age, gender Request creator media kit or use analytics tools Content quality Consistent quality across last 30 posts Manual review of feed Brand safety No controversial content in last 12 months Manual review of posts, stories highlights, and comments
Evaluation Scoring (Weighted)#
Criterion Weight Scoring Guide Content-brand fit 25% Does their aesthetic, tone, and subject matter align with your brand? Engagement quality 20% Are comments substantive and on-topic, not generic or bot-like? Audience relevance 20% Does their audience match your buyer persona? Previous brand work 15% Quality of past sponsored content? Professional and authentic? Growth trajectory 10% Is their following growing steadily? (Indicates rising influence) Responsiveness 10% How quickly and professionally do they respond to outreach?
Compensation Models#
Model Description Best For Typical Terms Gifting only Free product in exchange for content (no guaranteed post) Nano influencers, product seeding, discovery phase Product value $20-$200; no contractual obligation Flat fee Fixed payment per deliverable (post, Reel, Story set, video) Micro influencers, predictable budgeting See tier pricing table; pay 50% upfront, 50% on delivery Performance-based (CPA/CPC) Payment per conversion or click Direct response campaigns with trackable links $5-$50 per acquisition; $0.50-$2.00 per click Affiliate (commission) Ongoing commission on sales through unique link/code Long-term partnerships, eCommerce 10-30% commission; 30-90 day cookie window Hybrid Base fee + performance bonus Balanced risk-sharing Base covers content creation; bonus rewards performance Equity / ambassador Long-term agreement with monthly retainer and/or equity Brand ambassadors, startup partnerships $500-$5,000/mo retainer + product + exclusivity
Negotiation Guidelines#
Always lead with the value exchange, not just the price
Offer usage rights as a separate line item (25-50% of base rate per month of usage)
Exclusivity in your category adds 30-100% to the base rate
Bundle discounts (3+ posts) save 15-30% versus individual post pricing
Performance bonuses motivate without increasing fixed costs
Never ask for content without compensation (even gifting is compensation)
Gifting Programs#
Product Seeding Strategy#
Stage Action Timeline 1. Identify Build a list of 50-100 nano/micro creators who organically align with your brand Week 1-2 2. Engage first Follow, like, and leave genuine comments on their content for 2-3 weeks before reaching out Week 2-4 3. Outreach Send personalized DM or email expressing genuine appreciation; offer product with no strings attached Week 4-5 4. Ship Send product with handwritten note, branded unboxing experience, and information card Week 5-6 5. Soft follow-up Check in after 7-10 days: "Did you receive the package? Any questions?" — do NOT ask for a post Week 7 6. Track Monitor for organic mentions and content; many creators will post voluntarily Ongoing
Unboxing Experience Design#
Packaging: Branded box or mailer with your colors and logo; tissue paper; sticker
Handwritten note: 2-3 sentences personalized to the creator (reference their content)
Product info card: Key features, how to use, brand story (keep it one-sided and visual)
Shareable moment: Include something visually distinctive that photographs well (unique packaging, surprising insert, creative presentation)
No obligations card: Explicitly state there is no obligation to post; this builds trust and paradoxically increases post rate
Expected Outcomes#
Metric No-Strings Gifting Gifting with Content Brief Post rate 30-50% of recipients post organically 70-90% post (contractual) Content authenticity Very high Moderate (varies by brief flexibility) Long-term relationship potential High (builds genuine goodwill) Medium (transactional foundation) Content rights Limited (need to ask permission to reuse) Defined in agreement
Always-On Ambassador Programs#
Program Structure#
Component Details Cohort size 15-30 ambassadors per cohort (manageable; allows personal relationships) Term 3-6 months with renewal option Content requirements 2-4 posts per month (mix of feed posts, Stories, Reels/TikToks) Compensation Monthly product credit ($100-$500) + affiliate commission (15-25%) + exclusive perks Exclusive access Early product access, behind-the-scenes content, input on product development Community Private group (Discord, Slack, or WhatsApp) for ambassador-to-ambassador and brand communication
Tiered Rewards#
Tier Criteria Rewards Bronze Entry level; meets monthly content minimums Product credit + 15% affiliate commission Silver 3+ months active; consistently high engagement on posts Increased commission (20%) + quarterly bonus product Gold 6+ months active; top 10% in performance metrics 25% commission + monthly retainer + event invitations Platinum Brand-nominated; exceptional content and results Custom retainer + co-creation opportunities + advisory role
Brief Templates#
Campaign Brief — Micro-Influencer#
TEXT · 52 LINES Copy CAMPAIGN: [Campaign name]
BRAND: [Brand name and one-line description]
PERIOD: [Content due date range]
OBJECTIVE:
[One sentence: awareness / consideration / conversion]
AUDIENCE:
[Who should the content resonate with? Demographics, interests, pain points]
KEY MESSAGE:
[The one thing viewers should take away from the content]
DELIVERABLES:
- [N] Instagram Reels (15-60 seconds)
- [N] Instagram Stories (3-5 frames with swipe-up link)
- [N] TikTok videos (15-60 seconds)
CONTENT GUIDELINES:
- Show [product] in natural, everyday context — not staged
- Highlight [specific feature or benefit] through your experience
- Use your own voice and style — we chose you for a reason
- Caption must include: @[brand handle] + #[campaign hashtag] + #ad
- Tag @[brand handle] in the content itself
DO:
- Film in good lighting with clear audio
- Share your genuine opinion and experience
- Include a clear CTA: [specific action — "Link in bio" / "Use code X"]
DON'T:
- Make medical, financial, or absolute claims
- Mention competitors by name
- Use copyrighted music (use platform-provided sounds)
- Post without #ad or #sponsored disclosure
HASHTAGS:
Required: #ad, #[campaign hashtag], #[brand hashtag]
Suggested: [3-5 relevant niche hashtags]
APPROVAL PROCESS:
1. Submit draft content for review by [date]
2. Brand provides feedback within 48 hours
3. Revisions (if needed) within 48 hours
4. Post during [date/time window]
COMPENSATION:
[Flat fee / Product + fee / Affiliate terms]
Payment: [Timing and method]
USAGE RIGHTS:
[Brand may repost on owned channels for X months / Brand may use in paid ads for X months at additional fee of $X]
Scaling Micro-Influencer Programs#
From 10 to 100+ Creators#
Scale Management Approach Tools Needed 1-10 creators Spreadsheet + email + DMs Google Sheets, email 10-30 creators Dedicated coordinator + basic platform Grin, Aspire, or CreatorIQ Lite 30-100 creators Part-time team + full platform Aspire, Grin, or GRIN + project management tool 100+ creators Dedicated team (2-3 people) + enterprise platform CreatorIQ, Traackr, or Aspire Enterprise
Content Repurposing Rights#
Usage Type Typical Cost Addition Where It Runs Organic repost (brand's social)Included or +10% of base fee Brand's Instagram, TikTok, Facebook Website/email +15-25% of base fee Product pages, email campaigns, blog Paid social ads +25-50% of base fee per month Meta Ads, TikTok Ads, Pinterest Ads OOH / Print +50-100% of base fee Billboards, store displays, packaging Perpetual license +100% of base fee (one-time) All channels, unlimited duration
Measurement Framework#
Core Metrics#
Metric Formula Benchmark Engagement rate (Likes + Comments + Saves + Shares) / Impressions Nano: 4-8%, Micro: 2.5-5% Reach Unique accounts that saw the content Varies; track vs. follower count (expect 20-40% of followers) Link clicks Clicks on bio link, swipe-up, or Story link Track via UTM parameters + link shortener Conversions Purchases/signups from unique tracking link or code Micro avg: 2-4% of link clicks convert EMV (Earned Media Value) Impressions x CPM equivalent for that platform IG: $5-$15 CPM, TikTok: $3-$10 CPM, YT: $8-$20 CPM Content quality score Internal rating (1-5) on brand alignment, production, creativity Track over time; identify top performers Cost per engagement (CPE) Total spend / Total engagements Nano: $0.01-$0.10, Micro: $0.10-$0.50 ROI (Revenue attributed - Total cost) / Total cost Target: 3x-8x for micro programs
Attribution Methods#
Method Accuracy Setup Unique discount codes High — direct attribution per creator Create unique code per influencer in your eCommerce platform UTM-tagged links Medium-High — tracks clicks and downstream conversion Generate UTM links per creator; use link shortener for clean URLs Affiliate tracking High — tracks sales and commissions automatically Set up creators in affiliate platform (Impact, PartnerStack, ShareASale) Brand lift study Medium — measures awareness and perception change Pre/post survey of exposed vs. control audience Social listening Low-Medium — tracks mention volume and sentiment Monitor brand mentions before, during, and after campaign
Platform-Specific Strategies#
Instagram#
Reels: Prioritize Reels for reach; algorithm favors short video (15-60 seconds); authentic, trend-aware content outperforms polished ads
Stories: Use for personal, behind-the-scenes product integration; link stickers for direct traffic; polls/quizzes for engagement
Feed posts: Best for detailed reviews, lifestyle photography, and carousel tutorials; longer shelf life than Stories
Collab feature: Use Instagram's native Collab tool to co-publish — content appears on both feeds, doubling reach
TikTok#
Content philosophy: Content must feel native to TikTok — not repurposed Instagram content; entertainment-first, brand-second
Hooks: First 1-2 seconds must capture attention; visual hooks outperform text hooks on TikTok
Trends: Encourage creators to adapt trending sounds and formats to your product — this is where TikTok micro-influencers shine
TikTok Shop: If selling products, integrate TikTok Shop for in-video purchasing; micro-influencer content drives Shop conversion
Spark Ads: Boost top-performing organic influencer content as Spark Ads; retains the creator's authentic post format
YouTube#
Long-form reviews: Micro-influencers with 10K-100K subscribers produce detailed product reviews that rank in YouTube search for months or years
Shorts: YouTube Shorts reach new audiences; repurpose TikTok-style content here for additional distribution
Dedicated vs. integrated: Dedicated videos (full video about your product) outperform integrated mentions (30-second plug in unrelated video) for conversion
Description links: Ensure affiliate/tracking links are in video description with clear CTA in the video itself
LinkedIn (B2B)#
Thought leadership format: B2B micro-influencers share professional insights, not lifestyle content; format is text-first with optional image
Employee advocacy: Your own employees with 1K-10K connections are effectively nano-influencers; equip them with shareable content
Newsletter integration: LinkedIn creators with Newsletters have opted-in audiences; sponsored newsletter mentions drive qualified B2B leads
Engagement pods: LinkedIn's algorithm heavily rewards early engagement; coordinate posting times with your team to engage in the first 30 minutes
Supporting file: performance-tracking.md#
Influencer Performance — Measurement & Attribution#
Earned Media Value (EMV) Calculation Methods#
What is EMV?#
Earned Media Value assigns a dollar value to organic social engagement and impressions generated by influencer content, benchmarked against what equivalent paid media exposure would cost.
Standard EMV Formula#
TEXT Copy EMV = (Impressions x CPM Benchmark / 1,000) + (Engagements x CPE Benchmark)
Platform-Specific CPM & CPE Benchmarks for EMV#
Platform CPM Benchmark CPE Benchmark Notes Instagram Feed $8 – $15 $0.10 – $0.30 Higher for fashion, beauty, lifestyle Instagram Reels $5 – $12 $0.05 – $0.15 Reels generally earn lower CPM but higher reach Instagram Stories $4 – $10 $0.08 – $0.20 Measure replies and sticker taps as engagements TikTok $3 – $8 $0.03 – $0.10 High reach, lower CPM; virality potential skews values YouTube $15 – $30 $0.15 – $0.50 Premium CPM; count views, likes, comments LinkedIn $20 – $45 $0.50 – $1.50 B2B premium; smaller audiences but higher value Twitter/X $3 – $8 $0.05 – $0.15 Lower engagement rates; best for conversation starters
EMV Limitations#
EMV is a directional metric , not a precise ROI measurement
Different agencies and platforms use different benchmarks, making cross-comparison unreliable
EMV does not account for sentiment, brand lift, or downstream conversions
Use EMV as one signal among many — never as the sole success metric
Attribution Models for Influencer Marketing#
Attribution Methods Comparison#
Method How It Works Strengths Weaknesses Best For Promo codes Unique discount code per creator, tracked at checkout Direct revenue attribution; easy to implement Only captures discount-motivated buyers; code sharing skews data DTC e-commerce, product launches UTM links Unique UTM-tagged URLs per creator, tracked in analytics Granular traffic and conversion data; works with GA4 Doesn't work in non-clickable formats (Stories without links, TV) Website traffic, content marketing Affiliate links Unique tracking links with commission on conversions Self-funding model; aligns creator incentives May not capture view-through or assisted conversions Always-on programs, performance partnerships Brand lift study Pre/post survey measuring awareness, favorability, intent Measures upper-funnel impact; captures non-click influence Expensive; requires large sample size; 4–6 week timeline Brand awareness campaigns, major launches Pixel tracking Platform pixels track conversions from creator content Automated; real-time data Privacy restrictions (iOS 14.5+, cookie deprecation) limit accuracy Paid amplification of influencer content Engagement attribution Correlate engagement spikes with conversion spikes Captures organic influence; no tracking infrastructure needed Correlation is not causation; many confounding variables Awareness campaigns; supplementary analysis Post-purchase survey "How did you hear about us?" question at checkout Captures word-of-mouth and dark social influence Self-reported; low completion rates; recall bias DTC brands; validating influencer contribution
Multi-Touch Attribution Approach#
For campaigns with multiple influencers and channels, use a blended model:
First-touch : Credit to the influencer who introduced the consumer to the brand
Last-touch : Credit to the influencer whose content preceded the conversion
Linear : Equal credit across all touchpoints
Time-decay : More credit to touchpoints closer to conversion
Data-driven : ML model assigns credit based on observed conversion patterns
Recommended approach : Use last-touch for direct response campaigns and linear/time-decay for awareness campaigns. Always supplement with post-purchase surveys.
Influencer Campaign Reporting Template#
Campaign Overview#
Field Value Campaign name Campaign dates Objective Total budget Number of creators Total deliverables
Performance Summary Table#
Metric Definition Total Per Creator Avg Benchmark vs. Benchmark Reach Unique accounts that saw the content Impressions Total number of times content was displayed Engagement Total likes + comments + saves + shares Engagement rate Engagements / Reach x 100 Video views Total video views (3-sec or platform-defined) Video completion rate Full views / Total views x 100 Link clicks Clicks on tracked URLs or swipe-ups Click-through rate Clicks / Impressions x 100 Conversions Purchases, sign-ups, or defined conversion actions Conversion rate Conversions / Clicks x 100 Revenue generated Total tracked revenue from influencer activity CPE Cost per engagement (Total spend / Engagements) CPC Cost per click (Total spend / Clicks) CPA Cost per acquisition (Total spend / Conversions) CPM Cost per thousand impressions (Spend / Impressions x 1,000) ROAS Return on ad spend (Revenue / Total spend) EMV Earned media value
Individual Creator Performance#
Creator Platform Deliverables Reach Engagement Eng. Rate Clicks Conversions Cost CPE CPA ROAS
Benchmarks by Industry & Platform#
Engagement Rate Benchmarks#
Industry Instagram TikTok YouTube LinkedIn Beauty & Skincare 2.5% – 4.0% 4.0% – 7.0% 3.0% – 5.0% N/A Fashion & Apparel 2.0% – 3.5% 3.5% – 6.0% 2.5% – 4.5% N/A Food & Beverage 2.5% – 4.5% 5.0% – 8.0% 3.0% – 5.0% N/A Health & Fitness 2.0% – 3.5% 4.0% – 7.0% 3.5% – 5.5% 1.5% – 3.0% Technology 1.5% – 2.5% 3.0% – 5.0% 4.0% – 6.0% 2.0% – 4.0% Travel & Hospitality 3.0% – 5.0% 4.0% – 7.0% 3.0% – 5.0% 1.0% – 2.0% B2B / SaaS 1.0% – 2.0% 2.0% – 4.0% 2.5% – 4.0% 2.5% – 5.0% Finance / Fintech 1.0% – 2.0% 3.0% – 5.0% 3.0% – 5.0% 2.0% – 4.0% Gaming 1.5% – 3.0% 5.0% – 9.0% 4.0% – 7.0% N/A Parenting / Family 2.5% – 4.0% 4.0% – 7.0% 3.0% – 5.0% N/A
Cost Efficiency Benchmarks#
Metric Good Average Below Average CPE (Instagram) < $0.15 $0.15 – $0.40 > $0.40 CPE (TikTok) < $0.08 $0.08 – $0.20 > $0.20 CPC (all platforms) < $1.50 $1.50 – $4.00 > $4.00 CPA (DTC e-commerce) < $25 $25 – $75 > $75 CPM (Instagram) < $10 $10 – $25 > $25 ROAS (promo code) > 5x 2x – 5x < 2x
Brand Lift Study Methodology#
Study Design#
Control group : Audience not exposed to influencer content
Exposed group : Audience confirmed exposed to influencer content (platform pixel or survey screener)
Sample size : Minimum 500 per group for statistical significance; 1,000+ preferred
Timing : Pre-campaign baseline survey + post-campaign measurement (7–14 days after last post)
Key Brand Lift Metrics#
Metric Survey Question Example Target Lift Unaided awareness "What brands come to mind when you think of [category]?" +5 – 15 points Aided awareness "Have you heard of [Brand]?" +10 – 25 points Brand favorability "How favorable is your opinion of [Brand]?" (1–5 scale) +0.3 – 0.5 points Purchase intent "How likely are you to purchase from [Brand] in the next 30 days?" +5 – 15 points Message association "Which of these statements do you associate with [Brand]?" +10 – 20 points Ad recall "Do you recall seeing content about [Brand] from a creator?" +15 – 30 points
Running a Brand Lift Study#
Use platform-native tools (Meta Brand Lift, TikTok Brand Lift) when budget exceeds $30K
For smaller campaigns, run manual surveys via Typeform or SurveyMonkey
Require minimum 2-week campaign duration for measurable lift
Control for other marketing activity running concurrently
Content Performance Ranking#
Ranking Methodology#
Rank each piece of influencer content using a composite score:
TEXT Copy Content Score = (Engagement Rate x 0.30) + (Reach Index x 0.25) + (Conversion Index x 0.25) + (Content Quality Score x 0.20)
Component How to Calculate Scale Engagement rate Engagements / Reach x 100 Normalize to 0–100 within campaign Reach index Creator reach / Average campaign reach Normalize to 0–100 Conversion index Creator conversions / Average campaign conversions Normalize to 0–100 Content quality Manual review: visual quality, storytelling, brand integration 0–100 subjective scale
Use Cases for Content Ranking#
Identify top-performing content for paid amplification (whitelisting/dark posting)
Determine which creators to re-engage for future campaigns
Build a library of "what works" creative reference for future briefs
Justify budget allocation shifts toward top performers
Long-Term ROI Tracking#
Beyond the Campaign Window#
Influencer marketing impact extends well past the posting date. Track these longitudinal metrics:
Timeframe What to Measure Method 0–7 days Direct response: clicks, conversions, promo code redemptions UTM, promo code, pixel tracking 7–30 days Delayed conversions, branded search lift, organic traffic increase GA4, Google Search Console, post-purchase surveys 30–90 days Customer lifetime value of influencer-acquired customers vs. other channels CRM segmentation, cohort analysis 90–365 days Content longevity (evergreen YouTube/blog content continues generating views) Platform analytics; track ongoing impressions Ongoing Brand sentiment shift, share of voice change, community growth rate Social listening tools; brand tracking surveys
Influencer-Acquired Customer Cohort Analysis#
Tag customers acquired through influencer campaigns in your CRM
Compare LTV, repeat purchase rate, and AOV against other acquisition channels
Track referral behavior — influencer-acquired customers often refer others at higher rates
Calculate true ROAS including LTV, not just first-purchase revenue
Portfolio Performance Dashboard#
Maintain a rolling dashboard tracking:
Total influencer spend (monthly/quarterly/annual)
Aggregate ROAS across all influencer partnerships
Top 10 performing creators (by composite score)
Cost efficiency trend lines (CPE, CPA, CPM over time)
Content library growth and reuse rate
Brand lift metrics (if tracked)
Supporting file: ugc-strategy.md#
UGC Strategy — Solicitation & Management#
UGC Solicitation Playbooks#
Hashtag Campaigns#
A branded hashtag campaign encourages customers and followers to create and share content using a specific hashtag, building a community-driven content library.
Launch checklist:
Hashtag campaign types:
Type Description Example Lifestyle Show the product in everyday life #ShotOniPhone Challenge Complete a specific task or transformation #10YearChallenge Testimonial Share a personal story or result #MyFitnessJourney Creative Artistic interpretation or remix of brand theme #AdobeCreativeChallenge Community Unite around shared identity or values #ShareACoke
Contests & Giveaways#
Element Best Practice Entry mechanic Post content with hashtag + tag brand; keep barrier low Prize Must be desirable and relevant to your audience (not generic gift cards) Rules Post official rules; comply with platform and local sweepstakes laws Duration 7–14 days optimal; shorter creates urgency, longer generates more entries Judging Define criteria upfront (creativity, relevance, quality); consider public voting Winner announcement Public announcement builds community; share winning content widely Legal Include "No purchase necessary" where required; age restrictions; void where prohibited
Review Solicitation#
Post-purchase email : Send 7–14 days after delivery asking for photo/video review
Incentivize with value : Discount on next purchase, loyalty points, or featured placement
Make it easy : Provide a direct upload link; reduce friction to one or two clicks
Prompt specificity : Ask directed questions ("Show us how you style it" vs. "Leave a review")
Follow up : One reminder at 21 days; do not over-solicit
Social Media Challenges#
Component Details Challenge mechanic Simple, replicable action anyone can do (dance, transformation, before/after) Participation barrier Low — should take under 5 minutes to create Virality hook Nomination/tag mechanic ("I challenge @friend to try this") Trend alignment Launch during cultural moments or trending formats for amplification Influencer seeding Commission 5–10 creators to launch the challenge simultaneously Brand participation Brand account should participate — lead by example
Rights Management Framework#
UGC Rights Tiers#
Rights Level What You Can Do How to Obtain Implied consent Repost on same platform with credit User-submitted via branded hashtag (weak legal standing) Explicit consent (DM) Repost on owned social channels with credit Send DM requesting permission; screenshot confirmation Written release (standard) Use across owned social, website, email, and in-store Rights release form signed by creator Written release (commercial) Use in paid advertising, billboards, packaging, broadcast Commercial use agreement with compensation Full buyout Unlimited use across all media in perpetuity Full commercial license with compensation
Rights Request Template (DM/Email)#
Hi [Name],
We love your post about [product/topic]! We'd love to share it with our community. Would you be willing to grant us permission to repost your content on our [social channels / website / ads]? We'll credit you as the creator.
If you're interested, please reply "Yes" or sign our brief content release form here: [link].
Thanks for being part of our community!
Rights Documentation Checklist#
UGC-to-Ad Pipeline#
Phase 1: Selection#
Selection Criteria Weight Notes Visual quality 25% Is the content clear, well-lit, and visually appealing at ad resolution? Authenticity 25% Does it feel genuinely created by a real customer? Storytelling 20% Does it communicate a compelling narrative about the product? Brand alignment 15% Does the content match brand aesthetics and values? Performance signals 15% Did the organic post generate strong engagement?
Phase 2: Editing for Ads#
Edit Type Purpose Guidelines Trimming Shorten to 15–30 seconds for ad placements Keep the strongest hook; front-load the product reveal Captioning Add burned-in captions for sound-off viewing Match brand font or use clean sans-serif; high contrast Branding Add logo, URL, or CTA overlay Subtle end card or lower-third; do not overpower the UGC feel Audio Add background music or enhance voiceover Licensed music only; keep original audio if high quality Aspect ratio Adapt for different placements (9:16, 1:1, 16:9) Crop carefully to maintain visual focus CTA card Add end card with clear call to action "Shop now," "Learn more," "Use code [X]" with product image
Phase 3: Running UGC as Paid Ads#
Ad Format Platform Best Practices Spark Ads TikTok Run creator's organic post as an ad from their account; highest authenticity Whitelisted ads Instagram/Facebook Run ads from creator's handle via Branded Content Ads; combines UGC trust with brand targeting Dark posts Meta, TikTok Run UGC as ads from brand's account; no organic post required Testimonial ads All platforms Compile multiple UGC clips into a testimonial montage Before/after ads Meta, YouTube UGC transformation content performs strongly for conversion campaigns
UGC Ad Performance Benchmarks#
Metric UGC Ads (avg.) Branded Ads (avg.) UGC Advantage CTR 2.5% – 5.0% 1.0% – 2.5% +73% average CPA 30% – 50% lower Baseline Significant cost efficiency Engagement rate 3x – 5x higher Baseline Authenticity drives interaction Ad recall +20% – 35% lift Baseline Memorable and trustworthy Thumb-stop rate 40% – 60% higher Baseline Organic feel disrupts scroll patterns
Curation Best Practices#
Content Quality Tiers#
Tier Quality Level Use Case Tier 1 — Hero Exceptional quality; could run as a standalone ad Paid amplification, website hero, launch campaign Tier 2 — Feature High quality; strong storytelling or visual appeal Social repost, email feature, product page Tier 3 — Community Good quality; authentic but rough around the edges Community highlights, story reposts, social proof Tier 4 — Archive Usable for data/insight but not for public republication Sentiment analysis, product feedback, internal reference
Curation Workflow#
Monitor : Track branded hashtags, mentions, and tags daily using social listening tools
Save : Bookmark or download content that meets minimum quality threshold
Categorize : Sort by product, campaign, content type, quality tier, and rights status
Request rights : Contact creator for permission before any use beyond personal save
Tag and store : Upload to UGC library (Dash Hudson, Later, Pixlee, TINT, or internal DAM)
Activate : Deploy to appropriate channels based on quality tier and rights status
UGC Across Different Platforms#
Platform UGC Format Solicitation Method Amplification Strategy Instagram Photos, Reels, Stories, carousels Hashtag campaigns, story mentions, collab posts Repost to feed/stories; run as Branded Content Ads TikTok Short-form video, duets, stitches Challenges, sounds, hashtag campaigns Spark Ads; duet/stitch from brand account YouTube Reviews, unboxings, tutorials Product seeding, affiliate programs Feature in brand compilations; run as YouTube ads Twitter/X Text + photo/video tweets Quote tweet prompts, hashtag campaigns Retweet; embed in blog or email LinkedIn Professional testimonials, case studies Employee advocacy, customer spotlights Comment and reshare from company page Pinterest Product photos, lifestyle pins Create brand boards featuring UGC; Idea Pins Promote as Paid Pins Amazon Photo/video reviews Post-purchase email prompts, Vine program Cannot amplify externally; impacts product listing conversion
Incentive Structures#
Incentive Type Description Pros Cons No incentive Purely organic sharing Most authentic; no cost Low volume; unpredictable quality Social recognition Feature on brand channels with credit Free; encourages participation Limited appeal for larger creators Discount code % off next purchase for submitting content Drives repeat purchase; low cost Attracts deal-seekers; may not drive quality Loyalty points Points in rewards program for UGC submission Integrates with existing program Only works if loyalty program exists Product gifting Free product in exchange for content Good quality content; builds relationships Cost of goods; no guarantee of content Cash payment Fixed fee per piece of approved UGC Predictable volume and quality Changes dynamic from organic to transactional Contest prizes Entry to win a prize for submitting UGC Generates volume; creates excitement Legal complexity; may attract low-quality entries Affiliate commission Ongoing commission on sales from their UGC Self-sustaining; aligns incentives Requires tracking infrastructure
Legal Considerations#
Rights & Attribution#
Always obtain explicit permission before repurposing UGC, especially for commercial use
Credit the original creator unless they explicitly waive attribution
Maintain a rights management database with consent records, scope, and expiration
Re-confirm rights if you want to expand usage beyond originally agreed scope
Content Involving Minors#
Parental consent required : Written consent from parent or legal guardian before using any content featuring a minor (under 18)
COPPA compliance : If soliciting content from children under 13, full COPPA requirements apply
Platform terms : Most platforms require users to be 13+; do not encourage content from underage users
Enhanced review : All UGC featuring minors should go through legal review before publication
Intellectual Property Considerations#
UGC creators retain copyright unless explicitly assigned
A license to use is not the same as ownership — define scope clearly
If UGC incorporates third-party IP (music, trademarks, other people's likeness), additional clearances may be needed
Indemnification clauses in rights agreements should address third-party IP claims
Platform Terms of Service#
Each platform has specific terms governing branded content, contests, and commercial use
Instagram: Must use Branded Content tools for paid partnerships
TikTok: Spark Ads require creator authorization
YouTube: Community Guidelines apply to all content, including reposted UGC
Review platform TOS quarterly for updates that affect UGC programs
UGC Measurement Framework#
Quantitative Metrics#
Metric Definition Benchmark UGC volume Total pieces of UGC created per period Track month-over-month growth Participation rate UGC creators / Total customers or followers 1%–3% is strong for organic programs UGC engagement rate Engagement on reposted UGC vs. branded content UGC typically outperforms branded by 2x–4x UGC ad performance CTR, CPA, ROAS of UGC ads vs. branded creative Track side-by-side in ad manager Conversion impact Conversion rate on pages with UGC vs. without +15%–30% lift is typical for product pages Content library growth Number of rights-cleared UGC assets available Target 50+ new assets per quarter Cost per UGC asset Total program cost / Number of usable UGC pieces Compare against professional content production costs
Qualitative Metrics#
Metric How to Assess Sentiment Analyze tone and sentiment of UGC captions and comments Brand alignment Score UGC against brand guidelines (1–5 scale) Storytelling quality Evaluate narrative strength and emotional resonance Diversity Assess representation across demographics, use cases, and perspectives Product feedback Extract product insights and feature requests from UGC content
UGC Program ROI Calculation#
TEXT Copy UGC Program ROI = (Value of UGC Assets + Revenue from UGC Ads + Conversion Lift Revenue - Program Costs) / Program Costs x 100
Value of UGC Assets : Number of usable assets x equivalent professional production cost per asset
Revenue from UGC Ads : Tracked revenue from campaigns using UGC creative
Conversion Lift Revenue : Incremental revenue from product pages enhanced with UGC
Program Costs : Platform tools + incentives + rights management + staff time
Supporting file: skills/context-engine/platform-specs.md#
Platform Specifications Reference#
Last updated: 2026-02-11
This file is consumed by an AI agent to validate marketing content against platform requirements. All specs reflect current 2026 platform standards.
Section 1: Social Media Platform Specs#
Instagram#
Feed Posts#
Spec Value Character limit 2,200 Optimal caption length 125-150 characters (before "more" truncation) Image formats JPEG, PNG Square image 1080 x 1080 px (1:1) Portrait image 1080 x 1350 px (4:5) Landscape image 1080 x 566 px (1.91:1) Max file size (image) 30 MB Hashtag limit 30 max, 3-5 recommended Algorithm priority signals Saves, shares, comments, watch time, relationship closeness Best posting times Tue-Thu 9-11 AM, Wed 11 AM, Fri 10-11 AM (local)
Instagram Reels#
Spec Value Duration 15s, 30s, 60s, 90s (up to 3 min with some accounts) Aspect ratio 9:16 (vertical) Resolution 1080 x 1920 px Video format MP4, MOV Max file size 4 GB Cover photo 1080 x 1920 px Caption limit 2,200 characters Hashtag limit 30 max, 3-8 recommended Algorithm priority signals Watch-through rate, replays, shares, audio usage, originality Best posting times Mon-Thu 9 AM, 12 PM, 7-8 PM (local)
Instagram Stories#
Spec Value Duration per slide Up to 60 seconds Aspect ratio 9:16 Resolution 1080 x 1920 px Image format JPEG, PNG Video format MP4, MOV Max file size (video) 4 GB Text-safe zone Keep critical content within center 1080 x 1420 px (avoid top 250 px and bottom 250 px for UI overlays) Sticker/link limit 1 link sticker per story Lifespan 24 hours (unless added to Highlights)
Instagram Carousel#
Spec Value Slides 2-20 per carousel Aspect ratio All slides must match; 1:1 or 4:5 recommended Resolution (square) 1080 x 1080 px Resolution (portrait) 1080 x 1350 px Image format JPEG, PNG Video per slide Up to 60 seconds Caption limit 2,200 characters Algorithm priority signals Swipe-through rate, saves, shares, dwell time per slide
TikTok#
Spec Value Video duration 15s, 60s, 3 min, 10 min, 30 min, 60 min Aspect ratio 9:16 (vertical) Resolution 1080 x 1920 px minimum Video format MP4, MOV, WebM Max file size 10 GB (desktop), 287 MB (mobile) Caption limit 4,000 characters Hashtag limit No hard limit; 3-5 relevant hashtags recommended Photo mode Up to 35 images per carousel post Algorithm priority signals Completion rate, rewatch rate, shares, comments, profile visits after viewing, content diversity score Best posting times Tue 2-4 PM, Thu 12-3 PM, Fri 1-3 PM (local) Text-safe zone Keep text within center 720 x 1280 px area to avoid UI overlaps
LinkedIn#
LinkedIn Post#
Spec Value Character limit 3,000 Optimal length 800-1,200 characters for engagement Image dimensions 1200 x 627 px (landscape), 1080 x 1080 px (square), 1080 x 1350 px (portrait) Image format JPEG, PNG, GIF Max image file size 8 MB Video duration 3 seconds to 10 minutes Video format MP4 Max video file size 5 GB Video aspect ratio 1:1, 16:9, or 9:16 Document/carousel PDF upload, up to 300 pages, max 100 MB Hashtag limit No hard limit; 3-5 recommended Algorithm priority signals Dwell time, comments (especially early), shares, relevance to network, content type diversity Best posting times Tue-Thu 8-10 AM, Tue 10-11 AM peak (local business timezone)
LinkedIn Article#
Spec Value Headline limit 100 characters Body limit 125,000 characters Cover image 1920 x 1080 px recommended Supports Rich text, images, embeds, links Algorithm priority signals Read-through rate, comments, external shares
LinkedIn Newsletter#
Spec Value Title limit 64 characters Description limit 250 characters Logo image 300 x 300 px Cover image 1920 x 1080 px Body limit Same as Article (125,000 characters) Frequency options Daily, weekly, biweekly, monthly Algorithm priority signals Subscriber growth rate, open rate, engagement rate
Spec Value Character limit (free) 280 Character limit (Premium) 25,000 Optimal tweet length 71-100 characters for engagement Image dimensions 1600 x 900 px (16:9) recommended Image formats JPEG, PNG, GIF, WebP Max images per tweet 4 Max image file size 5 MB (static), 15 MB (GIF) Video duration 0.5s to 140 seconds (up to 240 min for Premium) Video resolution 1920 x 1200 px max Video format MP4 (H.264 video, AAC audio) Max video file size 512 MB Video aspect ratio 16:9 or 1:1 recommended Hashtag limit No hard limit; 1-2 recommended Algorithm priority signals Replies, retweets, bookmark rate, link clicks, profile visits, verified status, dwell time Best posting times Mon-Fri 8-10 AM, Wed 9-11 AM (local)
Facebook#
Facebook Post#
Spec Value Character limit 63,206 Optimal length 40-80 characters for engagement Image dimensions 1200 x 630 px (landscape), 1080 x 1080 px (square) Image format JPEG, PNG, GIF, WebP Max image file size 30 MB Link preview image 1200 x 630 px minimum Video duration 1 second to 240 minutes Video format MP4, MOV Video resolution 1080p recommended Max video file size 10 GB Algorithm priority signals Meaningful interactions (comments, shares), watch time, content type matching user preference, Group engagement Best posting times Mon-Fri 9 AM-12 PM, Wed 11 AM peak (local)
Facebook Reels#
Spec Value Duration Up to 90 seconds Aspect ratio 9:16 Resolution 1080 x 1920 px Video format MP4, MOV Max file size 4 GB Caption limit 2,200 characters Algorithm priority signals Originality, completion rate, shares, audio trends
Facebook Stories#
Spec Value Duration per slide Up to 20 seconds (video) Aspect ratio 9:16 Resolution 1080 x 1920 px Image format JPEG, PNG Video format MP4, MOV Max file size 4 GB Text-safe zone Center 1080 x 1420 px Lifespan 24 hours
Pinterest#
Standard Pin#
Spec Value Title limit 100 characters Description limit 500 characters Image aspect ratio 2:3 recommended (1000 x 1500 px) Minimum image width 600 px Image format JPEG, PNG, WebP Max file size 20 MB Algorithm priority signals Save rate, click-through rate, pin quality score, domain quality, keyword relevance, freshness Best posting times Sat 8-11 PM, Fri-Sun for lifestyle; Tue-Thu for B2B (local)
Idea Pin#
Spec Value Pages Up to 20 Image resolution 1080 x 1920 px (9:16) Video duration per page Up to 60 seconds Video format MP4, MOV Title limit 100 characters Algorithm priority signals View-through rate, saves, follows from pin, topic tag relevance
Video Pin#
Spec Value Duration 4 seconds to 15 minutes Aspect ratio 1:1, 2:3, or 9:16 Resolution 1080 px minimum width Video format MP4, MOV Max file size 2 GB Title limit 100 characters Description limit 500 characters
YouTube#
YouTube Video#
Spec Value Title limit 100 characters Description limit 5,000 characters Tag limit 500 characters total Aspect ratio 16:9 standard Resolution 1920 x 1080 px (1080p) minimum recommended; 3840 x 2160 (4K) supported Video format MP4 (H.264 + AAC) recommended; also MOV, AVI, WMV, FLV, WebM Max file size 256 GB Max duration 12 hours Thumbnail 1280 x 720 px (16:9), max 2 MB, JPEG/PNG/GIF Chapters Minimum 3 chapters, each 10+ seconds, first must start at 0:00 Algorithm priority signals Click-through rate, watch time, average view duration, session time, engagement (likes, comments, shares), subscriber conversion Best posting times Fri-Sat 9-11 AM, Thu 3-4 PM, weekday evenings 5-9 PM (viewer timezone)
YouTube Shorts#
Spec Value Duration Up to 3 minutes Aspect ratio 9:16 (vertical) Resolution 1080 x 1920 px Title limit 100 characters Algorithm priority signals Swipe-away rate (lower is better), replays, likes, subscriber conversion from Shorts
YouTube Live#
Spec Value Resolution Up to 4K (2160p) at 60fps Recommended bitrate (1080p) 4,500-9,000 Kbps Stream format RTMP or HLS Latency options Ultra low, low, normal Thumbnail 1280 x 720 px Schedule in advance Yes, up to weeks ahead
Reddit#
Spec Value Title limit 300 characters Text post limit 40,000 characters Image dimensions No strict requirement; 1200 x 628 px recommended for link posts Image format JPEG, PNG, GIF Max images per post 20 (gallery post) Video duration Up to 15 minutes Video format MP4, MOV Max video file size 1 GB Hashtag strategy Not used on Reddit; flair and subreddit selection matter instead Algorithm priority signals Upvote/downvote velocity, comment count, subreddit relevance, account karma and age Best posting times Mon 6-8 AM, Wed-Fri 7-9 AM EST (US-centric subreddits)
Threads#
Spec Value Character limit 500 Image dimensions 1080 x 1350 px (4:5) recommended Image format JPEG, PNG Max images per post 10 Video duration Up to 5 minutes Video format MP4, MOV Video aspect ratio 9:16 or 1:1 Link preview Supported Hashtag strategy Topic tags (1 per post) Algorithm priority signals Replies, reposts, engagement velocity, follower relationship Best posting times Mon-Fri 8-10 AM, 12-1 PM (local)
Snapchat#
Spec Value Snap duration Up to 60 seconds (video), 10 seconds (image) Aspect ratio 9:16 Resolution 1080 x 1920 px Video format MP4, MOV Max file size 5 MB (image), 32 MB (video for ads) Spotlight video Up to 3 minutes Text limit (caption) 80 characters on-screen Text-safe zone Center 1080 x 1420 px Algorithm priority signals (Spotlight) Completion rate, shares, favorites, screenshot rate Best posting times Thu-Sat 10 PM-1 AM (local; younger demographic engagement peaks)
Section 2: Email Specifications#
Subject Line Limits by Client#
Email Client Visible Characters (Desktop) Visible Characters (Mobile) Gmail 70 40 Outlook (desktop app) 73 38 Outlook.com 60 38 Apple Mail 78 35 Yahoo Mail 46 35 Samsung Mail N/A 33
Recommendation: Keep subject lines under 40 characters for reliable cross-client mobile rendering. Front-load the most important words.
Email Client Preview Text Visible Length Gmail 90-110 characters (varies by subject line length) Outlook 35-90 characters Apple Mail 75-100 characters Yahoo Mail 55-70 characters
Recommendation: Write 40-90 characters of preview text. If not explicitly set, clients pull the first visible body text. Use hidden preheader text in HTML to control this.
Email Body Specs#
Spec Value Recommended body width 600 px (max 640 px) Gmail clipping threshold 102 KB (total HTML size including inline CSS). Messages exceeding this are truncated with a "[Message clipped] View entire message" link. Max email size (practical) Keep under 100 KB HTML. Total with images should stay under 1 MB for fast loading. Font stacks System fonts for reliability: Arial, Helvetica, Georgia, Times New Roman. Web fonts supported in Apple Mail, iOS Mail, Android (default), Outlook.com, Thunderbird. NOT supported in Gmail, Outlook desktop. Minimum font size (mobile) 14 px body, 22 px headlines (iOS auto-sizes text below 13 px) Line height 1.4-1.6 for body text Background images Supported in most clients; NOT supported in Outlook desktop (use VML fallback)
Image Handling#
Spec Value Image formats JPEG, PNG, GIF. WebP supported in Gmail, Apple Mail; NOT in Outlook. Retina support Use 2x resolution images displayed at 1x size (e.g., 1200 px image displayed at 600 px width) Image blocking Outlook, some corporate clients block images by default. Always include alt text. Animated GIF Supported everywhere except Outlook desktop (shows first frame only) Max single image width 600 px display width (1200 px actual for retina) Image-to-text ratio Aim for 60% text / 40% images to avoid spam filters
CTA Button Specs#
Spec Recommendation Minimum button size 44 x 44 px (Apple HIG tap target) Recommended button size 48-60 px height, full-width on mobile Button method Bulletproof buttons using HTML/CSS (padding-based). VML fallback for Outlook. Avoid image-only buttons. Button text 2-5 words, action-oriented. Max 30 characters. Button contrast WCAG AA minimum (4.5:1 contrast ratio for text on button color)
Dark Mode Considerations#
Client Dark Mode Behavior Apple Mail / iOS Mail Full color inversion with @media (prefers-color-scheme: dark) support Gmail (Android) Partial: inverts light backgrounds to dark, adjusts text to white. Does NOT respect prefers-color-scheme. Gmail (iOS) Partial: similar to Android. Does NOT respect prefers-color-scheme. Outlook (desktop) Full inversion. Some transparent PNGs get white backgrounds. Outlook.com Partial inversion. Supports [data-ogsc] and [data-ogsb] selectors. Yahoo Mail Applies its own dark theme. Limited CSS override support.
Dark mode design rules:
Add transparent padding around logos (prevents awkward color clashes)
Use semi-transparent PNGs with contrasting edges
Test with both dark and light backgrounds
Define both light and dark color schemes in CSS where supported
Avoid pure white (#FFFFFF) backgrounds; use #FAFAFA so dark mode detection triggers consistently
Mobile Rendering Rules#
Rule Detail Responsive approach Use fluid tables with max-width: 600px and width: 100% Media queries Supported in Apple Mail, iOS Mail, Android (default), Thunderbird. NOT supported in Gmail (any), Yahoo Mail, Outlook. Stacking columns Use display: block on table cells for mobile stacking via media queries, or use a hybrid/fluid approach for clients without media query support Touch targets Minimum 44 x 44 px for all tappable elements Single-column layout Recommended for mobile-first design
Apple Mail Privacy Protection (MPP)#
Impact Detail Open tracking Unreliable. Apple pre-fetches all images (including tracking pixels) via proxy, inflating open rates. Approximately 50-60% of Apple Mail users have MPP enabled. IP-based geolocation No longer accurate for Apple Mail users. Apple proxies mask true IP. Device detection Unreliable. User-agent data is obscured. Recommended response Shift KPIs to click-through rate, conversion rate, and revenue attribution. Use UTM parameters for tracking. Build engagement segments based on clicks, not opens.
Section 3: Ad Platform Creative Specs#
Google Ads#
Responsive Search Ads (RSA)#
Spec Value Headlines Up to 15; each max 30 characters Descriptions Up to 4; each max 90 characters Display URL path 2 fields, each max 15 characters Final URL Required Pinning Available for headlines (positions 1, 2, 3) and descriptions (positions 1, 2) Minimum required 3 headlines, 2 descriptions Recommendation Provide all 15 headlines and 4 descriptions for maximum combinations
Google Display Ads#
Spec Value Landscape image 1200 x 628 px (1.91:1) — required Square image 1200 x 1200 px (1:1) — required Portrait image 960 x 1200 px (4:5) — optional Logo (landscape) 1200 x 300 px (4:1) — optional Logo (square) 1200 x 1200 px (1:1) — required Image file size Max 5.12 MB each Image format JPEG, PNG Short headline Max 30 characters (up to 5) Long headline Max 90 characters (1) Description Max 90 characters (up to 5) Business name Max 25 characters CTA options Automated, Learn More, Get Quote, Apply Now, Sign Up, Contact Us, Download, Book Now, Shop Now, Visit Site
Performance Max (PMax)#
Spec Value Images Up to 20. Landscape (1200x628), square (1200x1200), portrait (960x1200). Min 1 landscape and 1 square required. Logos Up to 5. Square (1200x1200) required. Landscape (1200x300) recommended. Videos Up to 5. Landscape (16:9), square (1:1), vertical (9:16). Min 10 seconds. If none provided, Google auto-generates from assets. Headlines Up to 5, max 30 characters each Long headlines Up to 5, max 90 characters each Descriptions Up to 5, max 90 characters each. Plus 1 short description max 60 characters. Business name Max 25 characters CTA Automated or manual selection from standard options Audience signals Required: custom segments, interests, demographics, remarketing lists
YouTube Ads#
Format Spec Skippable in-stream Min 12 seconds, no max. Skippable after 5s. Recommended 15-30s for performance. Non-skippable in-stream 15 seconds exactly (20s in some regions) Bumper ad Max 6 seconds, non-skippable In-feed (Discovery) Thumbnail 1280x720 (auto-selected or custom). Title max 100 chars. Description max 2 lines. Video resolution 1920x1080 (16:9) or 1080x1920 (9:16) for Shorts ads File format MP4 recommended Max file size 256 GB (same as standard YouTube upload) Companion banner 300 x 60 px (desktop, auto-generated or custom)
Google Shopping#
Spec Value Product title Max 150 characters (first 70 most visible) Product description Max 5,000 characters Product image Min 100 x 100 px (non-apparel), 250 x 250 px (apparel). Recommended 800 x 800+. Max 64 MP. Image format JPEG, PNG, GIF (non-animated), BMP, TIFF Image background White or transparent recommended Image content No watermarks, logos, promotional text, borders
Meta Ads (Facebook & Instagram)#
Feed Ads#
Spec Value Primary text 125 characters recommended (max 2,200 before truncation) Headline 27 characters recommended (max 255) Description 27 characters recommended (max 2,200) Image (single) 1080 x 1080 px (1:1) or 1200 x 628 px (1.91:1) Image format JPEG, PNG Max image file size 30 MB Video aspect ratio 1:1 or 4:5 (feed), 9:16 (Stories/Reels) Video duration 1 second to 241 minutes Video format MP4, MOV Max video file size 4 GB Video resolution 1080 x 1080 px minimum CTA options Shop Now, Learn More, Sign Up, Download, Get Offer, Book Now, Contact Us, Apply Now, Subscribe, Get Quote, Watch More, Send Message, Get Directions
Stories & Reels Ads#
Spec Value Aspect ratio 9:16 Resolution 1080 x 1920 px Stories video duration 1-120 seconds Reels video duration 1-90 seconds Text-safe zone Keep text/logos within center 1080 x 1420 px Primary text 125 characters Headline 40 characters
Carousel Ads#
Spec Value Cards 2-10 Image per card 1080 x 1080 px (1:1) Video per card Up to 240 minutes; 1:1 aspect ratio Headline per card 32 characters recommended Description per card 18 characters recommended Primary text 125 characters recommended Landing URL Unique per card or single destination
Collection Ads#
Spec Value Cover image/video 1200 x 628 px or 1080 x 1080 px Product images Pulled from catalog (min 4 products) Headline 40 characters Opens into Instant Experience (full-screen mobile)
LinkedIn Ads#
Spec Value Introductory text 600 characters max (150 recommended) Headline 200 characters max (70 recommended) Description 300 characters max (100 recommended) Image 1200 x 627 px (1.91:1) recommended. Also supports 1080 x 1080 (1:1) and 1080 x 1350 (4:5). Image file size Max 5 MB Image format JPEG, PNG, GIF CTA options Apply, Download, View Quote, Learn More, Sign Up, Subscribe, Register, Join, Attend, Request Demo
Spec Value Duration 3 seconds to 30 minutes Aspect ratio 16:9 (landscape), 1:1 (square), 9:16 (vertical) Resolution 360p to 1080p File format MP4 Max file size 200 MB Captions SRT file upload supported and recommended
Spec Value Subject line Max 60 characters Message body Max 1,500 characters CTA button text Max 20 characters Banner image 300 x 250 px Clickable links in body Up to 3
Document Ads#
Spec Value File format PDF, DOC, DOCX, PPT, PPTX Max file size 100 MB Max pages 300 (first 5 shown as preview in feed) Introductory text 600 characters max Headline 200 characters max Lead gen form Optional gating after preview pages
TikTok Ads#
In-Feed Ads#
Spec Value Aspect ratio 9:16, 1:1, or 16:9 Resolution 720 x 1280 px minimum (9:16 recommended) Video duration 5-60 seconds (9-15 seconds recommended) Video format MP4, MOV, MPEG, AVI Max file size 500 MB Ad description 1-100 characters (emoji allowed) Display name Max 40 characters CTA options Download, Learn More, Shop Now, Sign Up, Contact Us, Apply Now, Book Now, Get Quote, Subscribe, Order Now, View Now
TopView Ads#
Spec Value Duration 5-60 seconds Resolution 1080 x 1920 px Aspect ratio 9:16 Placement First in-feed ad seen when opening the app File format MP4, MOV Max file size 500 MB Sound Required (auto-play with sound on)
Spark Ads#
Spec Value Source Boost existing organic TikTok posts (own or authorized third-party) Specs Same as original post (no modification to video) Added features CTA button, landing page URL, tracking pixel Authorization Requires video authorization code from creator Duration Campaign-controlled
Pinterest Ads#
Spec Value Standard Pin ad image 1000 x 1500 px (2:3) Square Pin ad image 1000 x 1000 px (1:1) Max aspect ratio 1:2.6 Image format JPEG, PNG Image file size Max 20 MB Title Max 100 characters Description Max 500 characters Video Pin ad duration 4 seconds to 15 minutes Video resolution 1080 px width minimum Video format MP4, MOV Video max file size 2 GB Idea Pin ad Up to 20 pages, 1080 x 1920 px per page Shopping ad Linked to product catalog; standard Pin specs CTA options Automated based on campaign objective
Amazon Ads#
Spec Value Type Keyword- or product-targeted; uses existing product listing Image Product listing main image (auto-pulled from catalog) Headline Not customizable (uses product title) No custom creative Ad uses existing product detail page content
Sponsored Brands#
Spec Value Headline Max 50 characters Logo 400 x 400 px minimum, PNG/JPEG, max 1 MB Custom image 1200 x 628 px recommended Products featured 3+ ASINs Video (Sponsored Brands Video) 6-45 seconds; 1920 x 1080 (16:9) or 1080 x 1920 (9:16) or 1080 x 1080 (1:1); MP4/MOV; max 500 MB Store Spotlight Links to brand Store pages
Spec Value Custom image 1200 x 628 px (landscape), 1200 x 1200 px (square) Logo 600 x 600 px minimum Headline Max 50 characters Image format JPEG, PNG Max file size 5 MB Video 6-30 seconds, MP4, 1280 x 720 min, max 500 MB Targeting Product, audience (views, purchases), contextual
Section 4: Schema Markup Reference#
Use schema.org structured data (JSON-LD format recommended) to enhance search appearance and enable rich results.
Schema Type When to Use Rich Result ArticleBlog posts, news articles, editorial content. Use NewsArticle for timely news, BlogPosting for blogs. Article carousel, headline in Top Stories FAQPagePages with a list of questions and answers. Must show Q&A on the visible page (not just in markup). Expandable FAQ dropdowns in SERP HowToStep-by-step instructional content (recipes, DIY, tutorials). Each step must be a distinct action. Step-by-step rich result with images/video ProductProduct pages. Include name, image, description, offers (price, availability, currency). Product snippet with price, availability, rating LocalBusinessBusinesses with a physical location. Include address, phone, hours, geo coordinates. Subtype to specific business type (e.g., Restaurant, Dentist). Knowledge panel, Maps integration OrganizationCompany/brand homepage. Include name, logo, URL, social profiles, contact info. Knowledge panel, logo in search PersonAuthor pages, speaker bios, team pages. Link to social profiles and authored content. Knowledge panel for notable people Review / AggregateRatingProduct reviews, service reviews. AggregateRating for summary of multiple reviews. Must represent genuine user reviews. Star ratings in SERP EventUpcoming events with date, location, ticket info. Include startDate, location, offers for tickets. Event listing with date, venue, ticket link VideoObjectVideo content on pages. Include name, description, thumbnailUrl, uploadDate, duration, contentUrl or embedUrl. Video carousel, key moments SpeakableContent optimized for text-to-speech / voice assistants. Identify which sections are most suitable for audio playback. Voice assistant eligibility (Google Assistant) BreadcrumbListAll pages with breadcrumb navigation. Reflects the page hierarchy. Breadcrumb trail in SERP instead of raw URL SiteNavigationElementMain site navigation menus. Helps search engines understand site structure. Sitelinks refinement (indirect)
Schema Implementation Notes#
Format: Always use JSON-LD (recommended by Google) over Microdata or RDFa.
Placement: Insert <script type="application/ld+json"> in the <head> or <body> of the page.
Validation: Test with Google Rich Results Test (https://search.google.com/test/rich-results (opens in a new tab) ) and Schema Markup Validator (https://validator.schema.org (opens in a new tab) ).
Nesting: Nest related schemas (e.g., Product containing AggregateRating and Offers).
Avoid: Do not mark up content that is not visible on the page. Do not use schema for deceptive purposes. Google may issue manual actions for misleading structured data.
Section 5: Image Format Guide#
Format Comparison#
Property WebP AVIF PNG JPEG Compression type Lossy + Lossless Lossy + Lossless Lossless Lossy Transparency Yes Yes Yes No Animation Yes Yes (limited tooling) Yes (APNG) No Typical file size vs JPEG 25-35% smaller 40-50% smaller 5-10x larger Baseline Encoding speed Fast Slow (CPU-intensive) Fast Fast Decoding speed Fast Moderate Fast Fast Color depth 8-bit 8, 10, 12-bit (HDR support) 8, 16-bit 8-bit Max dimensions 16,383 x 16,383 px No practical limit No practical limit 65,535 x 65,535 px Progressive loading No Yes No (interlaced PNG exists) Yes
Browser Support (as of 2026)#
Format Chrome Firefox Safari Edge iOS Safari Android WebP 32+ 65+ 16+ 18+ 16+ 4.2+ AVIF 85+ 93+ 16.4+ 85+ 16.4+ 85+ PNG All All All All All All JPEG All All All All All All
When to Use Each Format#
Format Best For Avoid When WebP General web images. Default choice for photos, illustrations, thumbnails. Best balance of compression, quality, and compatibility. Email campaigns (limited client support), environments requiring lossless at maximum quality. AVIF Hero images, high-quality photography where file size is critical. Best compression ratio available. Use when encoding time is not a constraint. Bulk image processing pipelines (slow encoding), older browser support required without fallback, email. PNG Logos, icons, screenshots, images with text, transparency over complex backgrounds, any image requiring pixel-perfect lossless quality. Photographs (file size too large), any large image where lossy compression is acceptable. JPEG Universal fallback. Email images. Social media uploads (platforms re-encode anyway). Legacy system compatibility. Images with text (compression artifacts), transparency needed, logos or sharp-edged graphics.
Implementation Best Practice#
Use the <picture> element with format fallback:
html · 5 LINES Copy <picture>
<source srcset="image.avif" type="image/avif">
<source srcset="image.webp" type="image/webp">
<img src="image.jpg" alt="Description" width="800" height="600" loading="lazy">
</picture>
Key rules:
Always include width and height attributes to prevent Cumulative Layout Shift (CLS)
Use loading="lazy" for below-the-fold images
Use loading="eager" or fetchpriority="high" for LCP (Largest Contentful Paint) images
Serve responsive sizes with srcset and sizes attributes for resolution switching
Compress JPEG at quality 75-85 for web, WebP at quality 75-80, AVIF at quality 60-70
Always strip EXIF metadata for web delivery (privacy and file size)