Brand Playbook

Brand Guide

Last Updated: July 12, 2026

1. Brand Onboarding & Institutional Verification

Setting up your business account takes less than 5 minutes. To maintain marketplace integrity, all business accounts undergo a standard verification process to unlock verified campaign posting privileges:

  • Business Identification Sync: Enter your company's registered legal entity details, official corporate website, and corporate tax identifiers (e.g., EIN or GST details). This unlocks corporate billing integrations and automatic PDF invoicing.
  • Target Audience Parameter Definition: Configure your default campaign preferences. Select target age brackets, geographical reach goals, and preferred niches. Promo's matching engine uses this data to recommend creators.
  • Team & Agency Delegation: Invite marketing team members or external agency managers to your portal. You can assign role-based permissions (e.g., Campaign Director, Editor, Billing Manager) to streamline approval workflows.

2. Creating Campaign Briefs & Creator Matching

Campaign briefs serve as your instruction set for creators. Clear parameters reduce back-and-forth communication loops and speed up draft production:

  • Granular Deliverable Specifications: Define exact content formats (e.g., vertical reels, video length, image grids), required brand captions, hashtags, product link placement rules, and verbal script hooks.
  • Rate Proposal & Milestone Splits: Set your overall budget ceiling. You can split larger campaigns into milestone checkposts (e.g., 20% upon draft outline approval, 80% upon live URL crawler verification).
  • Triage & Verified Metric Analysis: Review creator applications. Promo displays verified metrics pulled directly from platform APIs (reach, demographic breakdowns, historical views), eliminating fake follower fraud.

3. Escrow Funding & Budget Safeguards

To protect both parties, Promo utilizes a secure double-sided escrow system. Funds are deposited securely and released only when work is completed:

  • Pre-Funded Wallet Operations: Deposit campaign funds into our secure escrow vault using credit card payments or wire transfers. Funds are locked and held securely by Promo, signaling to the creator that the project is funded.
  • Capital Protection: The creator cannot access the escrow funds during the outline or draft review phases. Funds are released only after you verify the final deliverables.
  • Contract Cancellation & Refunds: If a creator fails to submit drafts or breaches guidelines (e.g., early post deletion), you can open a dispute. Unreleased escrow funds are refunded in full to your brand balance.

4. Deliverable Approvals, Crawler Checks & Payout Release

Review deliverables and manage payments directly from your campaign tracker. Our automated tools verify content before release:

  • Integrated Review Panel: Creators upload drafts (images/MP4 video files) directly to the dashboard. You can request edits or log comments. Revisions are restricted to the guidelines set in the original brief.
  • Crawler-Based URL Verification: Once you approve a draft, the creator posts it live. The creator submits the live post URL, and our system crawl verifies that hashtags, brand tags, and links are active.
  • Auto-Release Timer: Payout releases are processed instantly via automated payment rails. If the post is verified but you fail to release funds manually, a 48-hour auto-release timer is initiated to ensure timely payments.
Specialised creator marketing

Scale your creator pipeline today.

Download our app
Promo.

We replace manual agency pipelines with clean, integrated digital infrastructure built to move as fast as your brand needs.

© 2026 Promo. All rights reserved.