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Quick start: your first deal

This guide takes one deal from start to finish. Ridgeline Coffee is paying Sam Builds Stuff, a workshop and DIY YouTuber, $2,500 for an integration in an upcoming video. By the end, Sam is in Creator Jam, the deal has moved through the pipeline, and the published video is tracked on Home and Content.

Before you start, make sure you’ve signed in and created your team (or joined one). See Signing in and your team.

Add the creator

Section titled “Add the creator”

  1. Go to Channels and click + Add Channel.

  2. Paste youtube.com/@sambuilds into Channel URL, then click Auto-Fill. For a YouTube channel, Creator Jam fills in the channel name, subscriber count and country, and sets the platform to YouTube.

  3. Under Channel Contacts, type Sam’s email (for example sam@example.com) and click Add. Every channel needs at least one contact email.

  4. Optionally, type a Category such as “DIY”.

  5. Click Add Channel. Sam Builds Stuff now appears in the Channels table.

Start the conversation

Section titled “Start the conversation”

  1. Go to Home and click + New Conversation.

  2. Leave Campaign on the default campaign, marked “(Default)”, or pick another one.

  3. Under Channel Information, search for and select Sam Builds Stuff.

  4. Enter 2500 as the Rate.

  5. Set the Publish Date to when you expect the video to go live. It starts on the 15th of next month.

  6. Leave Status on Reach out and click Add Conversation.

Move the deal through the pipeline

Section titled “Move the deal through the pipeline”

Go to Conversations → Campaigns. The board has a section for each early stage: Reach out, Follow up, Negotiating and Finalize contract. Sam’s card sits in Reach out.

Sam's deal on Conversations → Campaigns, in the Reach out section.

  1. Done moves the deal to Follow up. Each stage's card has its own buttons.
  2. …, then Move to, sends it to any stage.

Move the card forward with the buttons on it, drag it into another section, or click … on the card and choose Move to:

The card is in Button Moves it to
Reach out Done (you’ve sent the first email) Follow up
Follow up Negotiating or Dead Negotiating or Dead
Negotiating Deal made or Dead Finalize contract or Dead
Finalize contract Done (contract signed) Content expected

Once the deal reaches Content expected, it leaves the board, because there’s nothing left to negotiate. From then on you’ll find it on Sam’s channel, in Conversations → Monthly Overview, and under Coming up on Home when the video is due within 14 days.

From Finalize contract onward, the $2,500 counts as booked in the publish date’s month on the Home budget chart. See Budget and targets.

Add the published video

Section titled “Add the published video”

When Sam’s video goes live, attach it to the deal and mark the deal published.

Three parts of Sam's conversation: the top, Campaign and Status further down, and the end of the panel.

  1. Add Feature opens the form for the video's link.
  2. Status: change it to Published once the video is attached.
  3. Save Changes, at the very end of the panel, saves the new status.

  1. Go to Channels and click Sam Builds Stuff. In the channel’s list of conversations, click the deal to open it.

  2. Click Add Feature at the top of the conversation.

  3. Paste the video’s link into Feature URL. Creator Jam fills in the title, thumbnail and publish date from YouTube. The channel and this conversation are already selected.

  4. Set Feature Type to Sponsored Segment (or whichever fits), then click Add Feature.

  5. Back in the conversation, set Status to Published and click Save Changes.

See it in your numbers

Section titled “See it in your numbers”
  • Home: the $2,500 now counts as published spend in its month on the budget chart. While the publish date is inside the period you’ve picked (7D, 30D, 90D or MTD), it counts toward Creator spend, and the video shows under Latest published. See The Home dashboard.
  • Content: the video appears with its thumbnail. Creator Jam reads a YouTube video’s views once a day, so views, CPM and engagement fill in within a day. See The Content page.
  • ROI: once Fairing, Shopify discount codes or GoAffPro are connected, revenue credited to Sam shows here against the $2,500. See The ROI page.

Optional next steps

Section titled “Optional next steps”

All of these live in the conversation, so you can do them for Sam’s deal now.

  • Connect Shopify on Settings → Integrations. The next three steps need it. See Connecting Shopify.
  • Send product. In the Shipments section, click Create Draft Order to send Sam a coffee bundle, then follow the shipment from the same place. See Sending product to creators.
  • Create a discount code. In Discount Codes, click Create Code to make SAM15 for Sam’s audience. Code uses then show on the ROI page. See Discount codes.
  • Create a short link. In Short Links, click New Link to make ridgelinecoffee.com/sam, a tagged link to your landing page for the video description. See Short links.
Section titled “Related”