This comprehensive guide will help you get started with Archive. We recommend you take the following steps as a priority, as these will unlock further features and functionality for you and your team to get the most out of Archive.
We’ve broken it up into sections:
Make sure you meet all Instagram Connection Requirements
Connect your Instagram account to Archive
Connect your TikTok account to Archive
Tracking content with hashtags
Invite your teammates to Archive
Step 1: Make sure you meet all Instagram Connection Requirements
Before connecting your Instagram account to Archive, certain requirements must be met to ensure full functionality and proper content tracking. These requirements are essential for Archive to capture your tagged content, monitor mentions, and provide comprehensive analytics.
You have to ensure you have:
A professional Instagram account (Business or Creator)
A Facebook-linked page
Access to your TikTok business account
Admin permissions for all accounts
Ensure your Instagram account meets these requirements:
Professional account status (Business or Creator)
Facebook page connection
Message access enabled for Facebook
Story replies and message requests are enabled for all users
Wondering how to check these? Click this link to get redirected to the full article.
Step 2: Connect your Instagram account to Archive
To start tracking your Instagram brand mentions and content, Archive requires a connection to both your Instagram account and linked Facebook page. This setup process ensures proper access for content detection and analytics tracking.
Access your Archive Settings page through the main navigation menu.
Look for the "Sources" tab in the settings interface and select it.
Locate and click the "Add Source" button.
From the available source options, select "Instagram Account."
On the new page that appears, locate and click the "Connect with Instagram" button.
When prompted, sign in to the Facebook account that manages your Instagram-connected Facebook page.
In the popup window that appears, enter your Instagram account credentials to authenticate your connection.
Once redirected back to Archive, select your Professional Instagram account from the displayed options. It is important to choose only the Instagram account you want to connect to your workspace.
From the list provided, choose the Facebook page that's linked to your Instagram account. It is important to choose only the Facebook page linked to the Instagram account you want to connect to Archive.
Review and accept all required permissions to ensure full functionality.
Click "Next" to complete the connection process.
Note:
If you encounter any issues during this process, please reach out to the chat messenger found in the lower right side of your screen.
Click here for more details.
Step 3: Connect your TikTok account to Archive
Connecting your TikTok account to Archive enables automatic tracking of brand mentions and content. Due to TikTok's security policies, this connection requires periodic renewal and specific setup steps for optimal functionality.
Enable mention and tag notifications in TikTok settings.
Navigate to the Sources section by going to Settings → Sources in your Archive dashboard.
Click the "Add Source" button, then select "TikTok Account" from the available options.
Configure your email notification preferences for reconnection reminders to ensure uninterrupted service.
Using your mobile device's camera, scan the QR code displayed on your screen.
Review and confirm the connection details to complete the process.
If you encounter any issues during this process, try:
Ensuring your TikTok app is up to date
Checking that you're logged into the correct TikTok account
Verifying your device's camera can properly scan QR codes
Making sure you have a stable internet connection
Notes:
TikTok connections need renewal every 180 days
Archive will send reminder emails before the connection expiration
All permissions must be enabled for full functionality
Click here for more details.
Step 4: Tracking content with hashtags
When running influencer campaigns that use specific hashtags, Archive can automatically track and collect content using these tags. This feature allows you to monitor campaign performance and gather UGC efficiently by tracking up to 30 recent posts per hashtag.
Find "Settings" by hovering over the tab menu on the left side of your screen.
Navigate to the "Source" tab in your settings panel.
Click the blue "Add Source" button.
Under "Hashtags", select which social media platform you want to track (Instagram, TikTok, etc.).
Enter your campaign hashtag in the input field (without the # symbol).
Review your entry and click "Add Source" to begin tracking.
Note:
Adding a popular hashtag can easily bump up the number of your Social Profiles and your monthly UGC content count. If you really want to track a popular hashtag, feel free to send us a message through chat or email.
Click here for more details.
Step 5: Invite your teammates to Archive
Adding team members to your Archive account enables collaborative management of your influencer marketing efforts. Each team member can be assigned with the access and permissions.
Navigate to the Workspace section by going to Settings → Workspace in your Archive dashboard.
Click on "Invite new teammate".
Drop the email address you want to invite to your workspace in the space provided and click on "Invite".
Notes:
Whenever you give account access, they'll have full access to your account.
For agencies with different workspaces, please note that you can't invite people outside your organization. Only people within your company can be invited.
Click here for more details.