How to create an influencer collaboration request form

Turn influencer outreach into a structured, automated workflow

With Formaloo, you can turn a simple submission form into a structured request-and-review system for influencer campaigns. This guide walks you through creating a collaboration request form, adding targeting questions, setting up routing rules, and even adding an approval step before partnerships move forward.
Learn more: Getting started with Formaloo

Why this helps

Creating an influencer collaboration request form in Formaloo helps your marketing or creator partnerships team:

• Collect consistent information from creators (content type, audience, platforms).
• Filter and prioritize partnerships using Formaloo’s conditional logic and workflows.
• Route collaboration requests to the right team member instantly.
• Add an approval step so managers can review and approve potential partnerships.
• Solve the common problem of disorganized DMs and email requests by centralizing creator submissions.
  Learn more: Why use workflows in Formaloo

Step 1 – Create your collaboration request form

In Formaloo, go to your workspace and click + New → Form. Choose a template like Influencer outreach template or use Magic Create and a prompt such as:

“Create an influencer collaboration request form with sections for creator profile, audience demographics, platforms, campaign ideas, and sample content links.”

Add the core fields:

• Creator name & email — required for follow-up.
• Social media platforms — multi-choice.
• Links (Instagram, TikTok, YouTube, website) — website fields.
• Audience demographics — short text or dropdowns.
• Proposed collaboration type — single choice (UGC, giveaway, paid partnership, sponsored post).
• Budget / rate card — number field.
• Media kit upload — file upload field.

Each field helps your team qualify collaborations faster and eliminates follow-up emails.
Learn more: Create and customize forms in Formaloo

Step 2 – Add conditional logic

Open Settings → Advanced logic in your form.

Use conditional logic to keep the form clean and relevant:

If user selects:

• “TikTok” → Show TikTok follower count | Avoid asking irrelevant fields
• “I want to collaborate for free products” → Hide budget field | Tailor to partnership type
• “Brand UGC creation” → Show content style preference | Speeds up evaluation

💡 Tip: Keep logic simple and modular, smaller rules are easier to maintain.
Learn more: Add logic and calculations in Formaloo

Step 3 – Build workflow automation

Turn your form into a real collaboration workflow using Advanced Logic → On Submit.

Examples:

• Submission received → Send email to partnerships team
• If follower count > 10,000 → Assign to “Priority Creator” reviewer
• If platform contains YouTube → Assign “Video creator”
• If budget exceeds your cap → Route to manager for approval

Use variables like @field_ID to include creator-specific details in notifications.
Learn more: Workflow automation in Formaloo

Step 4 – Automate communications

Go to Apps & Integrations → Email Templates to create branded emails such as:

• A confirmation email to the creator
• A “Next steps” email for qualified creators
• An internal email for your team
• Optional rejection templates

Personalizing these messages with creator details can boost engagement by 40%+.
Learn more: Email and notifications in Formaloo

Step 5 – Visualize data in dashboards

Go to Results → Responses and switch to the views you need:

• Table — Sort by platform, engagement, follower count.
• Kanban — Track status: New, Under Review, Approved, Rejected.
• Charts — See distribution of platforms, audience nationalities, or collaboration types.

Marketing teams often use a dashboard to track campaign quality, types of creators, and top-performing platforms.
Learn more: Building dashboards in Formaloo

Step 6 – Share, publish, or build a portal

You can:

• Share a public link on your website’s “Work With Me” page.
• Create a private partnerships portal where creators can log in and track submissions.
• Embed it directly into your website.

This is ideal for brands working with many creators.
Learn more: Create and customize portals

Pro tips

• Use answer piping to personalize instructions with creator names.
  Learn more: How to create and use answer piping
• Add tags for quicker filtering in dashboards.
  Learn more: How to calculate and use variables
• Turn your form into a mini-CRM for your collaboration pipeline.
  Learn more: How to create your first app

Real-world example

A skincare brand receives 300+ creator collaboration requests monthly. Before Formaloo, the team reviewed everything manually. After switching to a Formaloo collaboration request form:

• Requests are automatically tagged by platform and follower count.
• High-value creators are routed directly to the partnerships manager.
• Approval workflows cut review time by 60%.
  Learn more: Formaloo use cases

FAQ

1. How do I collect media kits or sample content?

Add a file upload field in your form so creators can attach video files, PDFs, or images.
Learn more: Form editor and field types

2. Can I auto-assign requests to different reviewers?

Yes, use On Submit logic to assign reviewers based on audience size, platform, or region.
Learn more: What is On Submit logic?

3. Can creators track their submission status?

Enable Portal Mode and allow users to view their own past submissions in a secure dashboard.
Learn more: Create and manage portal access

4. Can I include an approval step for manager review?

Absolutely, add a status field and use workflow automation to notify approvers instantly.
Learn more: Build workflows with logic and automation

Build your complete creator pipeline in one place

With your influencer collaboration request form ready, you can easily add approval steps, dashboards, or even a full creator portal, all inside Formaloo.
Learn more: Expand your workflow in Formaloo

‍