Influencer Marketing Campaign Discovery Form

Launch Successful Influencer Marketing Campaigns with Paperform

Finding the right influencer partnerships can transform your brand's reach, but aligning expectations, deliverables, and performance metrics before launching a campaign is critical. This Influencer Marketing Campaign Discovery Form helps marketing agencies, brand managers, and social media teams gather everything they need to plan, execute, and measure influencer collaborations that truly deliver ROI.

Whether you're managing campaigns for clients, building an in-house influencer program, or running a boutique social media agency, this template streamlines your discovery process so you can match brands with the perfect creators, set clear expectations, and track what matters most.

Who is this template for?

This form is built for marketing agencies, social media managers, brand marketers, influencer marketing coordinators, and consultants working across industries like beauty, fashion, wellness, tech, eCommerce, and lifestyle brands. It's especially valuable for teams that:

• Manage multiple influencer campaigns or clients simultaneously
• Need to qualify campaign goals, audience fit, and content deliverables upfront
• Want to set clear usage rights, exclusivity, and performance expectations
• Require a repeatable discovery process that feeds directly into campaign briefs and contracts

What makes this influencer discovery form different?

Instead of chasing information across emails, DMs, and spreadsheets, this form captures everything in one branded, professional experience:

• Brand alignment criteria: Understand brand values, voice, and non-negotiables before recommending creators
• Influencer tier preferences: Define whether the campaign needs macro influencers, micro creators, or niche advocates
• Content deliverables: Specify platform mix, content types, posting schedules, and creative direction
• Usage rights & exclusivity: Clarify how content can be repurposed, licensing terms, and competitor restrictions
• Performance metrics & KPIs: Align on what success looks like—engagement rates, conversions, reach, or brand sentiment

By collecting this detail upfront, you reduce back-and-forth, avoid misaligned partnerships, and create a strong foundation for influencer briefs, contracts, and campaign reporting.

How Paperform makes influencer discovery seamless

Paperform's doc-style editor lets you craft a discovery form that feels as polished as your pitch decks. You can add your agency branding, embed examples of past campaigns, and use conditional logic to show or hide questions based on campaign type—so a product launch flow looks different from an ongoing ambassador program.

Guided Mode is perfect for influencer discovery because it asks one question at a time, making longer forms feel conversational rather than overwhelming. Clients and stakeholders stay engaged, and you get higher completion rates on detailed discovery calls.

Once submitted, use Stepper (stepper.io) to automate what happens next: create a new project in your task manager, add the submission to your CRM or Airtable influencer database, send a follow-up email with next steps, or trigger a Slack notification to your team. With Stepper's AI-native workflows, you can even route submissions to different team members based on campaign budget, platform focus, or client tier—no manual sorting required.

Real-world use cases

• Agencies: Onboard new influencer marketing clients with a repeatable discovery process that feeds directly into campaign proposals
• In-house brand teams: Gather input from product, PR, and social teams to align on influencer partnership goals before outreach
• Influencer marketing platforms: Use this form as a client intake tool to match brands with your creator network
• Consultants and freelancers: Position yourself as strategic and thorough by starting every engagement with a structured discovery phase

Capture the details that matter

This template includes fields for:

• Campaign objectives and target audience demographics
• Brand messaging, tone, and visual guidelines
• Preferred influencer tiers, follower counts, and niche categories
• Platform priorities (Instagram, TikTok, YouTube, etc.)
• Content types (Reels, Stories, static posts, long-form video, blogs)
• Posting frequency, timeline, and key campaign dates
• Usage rights, whitelisting, and content licensing terms
• Budget parameters and compensation structure preferences
• Success metrics, KPIs, and reporting expectations

Every answer flows into a clean submission you can turn into a campaign brief, share with your creative team, or attach to influencer outreach templates.

Automate your influencer workflow with Stepper

Connect this discovery form to Stepper to build workflows that save hours on every campaign:

• Auto-create influencer campaign folders in Google Drive or Notion
• Push submission data into your influencer CRM or project tracker
• Send personalized follow-up emails based on campaign type or budget tier
• Tag and route high-priority campaigns to senior strategists
• Generate campaign brief drafts using AI summarization of discovery responses

Stepper keeps your influencer marketing engine running smoothly, so you spend less time on admin and more time building relationships with creators who move the needle.

Designed for teams that move fast

Paperform is trusted by over 500,000 teams worldwide and is SOC 2 Type II & GDPR compliant, so you can collect client data and campaign details with confidence. Role-based permissions mean junior coordinators can manage submissions while senior strategists control form editing and integrations. And with Agency+ plans, you can create separate workspaces for each client or brand, keeping campaigns organized and professional.

Whether you're launching one influencer partnership or managing dozens of campaigns across platforms, this discovery form gives you the structure, speed, and clarity to deliver results every time.

Get started today: Customize this template to match your agency's process, add your brand colors and logo, and start capturing influencer campaign details that turn into high-performing collaborations. With Paperform, every discovery call becomes a launchpad for measurable, on-brand success.