A creator compliance checklist is a set of criteria that a seller uses to verify a creator’s eligibility and compliance status before sending a sample or starting a collaboration. For example, the checklist might include: CHR score above 150, PPS score above 3.5, no active violations, recent content in the last 14 days, and engagement rate above 2 percent. Dami stores the checklist results for each creator in the creator profile, so the seller can see at a glance which creators are ready to move to the “sample eligible” stage
This article covers the specific items on the creator compliance checklist, how to integrate the checklist into your CRM workflow, and how to manage the exceptions when a creator fails a check
What is a creator compliance checklist
A creator compliance checklist is a standard set of checks that the seller performs before investing time and resources in a creator partnership. For example, the checklist might include: (1) CHR score above 150, (2) PPS score above 3.5, (3) no active violations in the last 30 days, (4) posted affiliate content in the last 14 days, (5) engagement rate above 2 percent. Dami stores the checklist results in the creator profile, with a status field that shows “passed,” “failed,” or “pending” for each check
The five checklist items that matter most
Item one: CHR score above 150. The creator must be healthy enough to promote products through the affiliate program. If the CHR score is below 150, the creator cannot attach affiliate links to their content. The seller should ask the creator for their CHR score during the initial outreach
Item two: PPS score above 3.5. The Promotion Performance Score measures the creator’s ability to generate sales. A score above 3.5 indicates that the creator’s content converts well. A score below 3.5 indicates that the creator’s content may not generate sales, even if the creator is willing to promote the product
Item three: no active violations in the last 30 days. A creator who has had a policy violation in the last 30 days is at higher risk of a future violation. The seller should check the creator’s violation history before proceeding. Dami’s creator profile can store the violation history, including the date and type of each violation
Item four: posted affiliate content in the last 14 days. A creator who has not posted affiliate content in the last 14 days is less likely to post for the seller’s product. The creator may be less active in general, or they may be focused on other types of content. The seller should check the creator’s recent activity before sending a sample
Item five: engagement rate above 2 percent. The engagement rate is a measure of the creator’s audience activity. A rate above 2 percent is healthy. Below 2 percent, the creator’s audience may not be engaged enough to generate sales. Dami’s creator profile can store the engagement rate, and the seller can filter the creator list by engagement rate
How to integrate the checklist into your CRM workflow
Step one: create the checklist in the CRM. Dami allows custom fields in the creator profile. The seller creates fields for each checklist item: CHR score, PPS score, violation status, recent content status, and engagement rate. The fields are grouped under a “Compliance Checklist” section in the profile
Step two: create a “sample eligible” filter. The filter shows only creators who have passed all five checklist items. The filter is the default view for the sample shipping pipeline. Creators who have not passed all five items are placed in a separate pipeline for follow-up
Step three: set a reminder for the checklist review. The seller should review the checklist for each active creator every 30 days. Dami’s reminder system can be set to trigger a monthly check for each creator. The seller updates the checklist items based on the latest data
How to handle creators who fail the checklist
If a creator fails one or more checklist items, the seller has three options. Option one: put the creator on hold and re-check in 30 days. The creator’s score may improve, or the violation may age off. The seller sets a reminder in Dami to re-check the creator in 30 days
Option two: proceed with a conditional collaboration. The seller can send the sample but not activate the affiliate link until the creator passes the checklist. The creator produces the content without the affiliate link, and the seller activates the link when the checklist is passed. This option is risky because the content may not generate sales without the link
Option three: decline the collaboration. The seller moves on to the next creator. The checklist is designed to protect the seller’s time and resources. A creator who fails multiple checklist items is unlikely to be a productive partner. The seller should decline the collaboration and focus on creators who pass the checklist
Frequently asked questions
How long does it take to complete the checklist for a new creator
5 to 10 minutes per creator. The seller asks the creator for their CHR and PPS scores, checks the creator’s recent content and engagement rate, and records the data in the CRM. The time investment is small compared to the cost of sending a sample to an ineligible creator
Can I automate the checklist using the TikTok Shop API
Not yet. TikTok Shop’s API does not expose creator health scores to sellers. The seller must ask the creator for the scores. The CRM stores the scores and automates the tracking, but the data collection is manual
What if a creator passes the checklist but fails to produce content
The checklist is a screening tool, not a guarantee. A creator who passes the checklist may still fail to produce content. The CRM’s sample tracking and follow-up reminder system helps the seller manage this risk by ensuring that the seller follows up with the creator at the right time
How often should I update the checklist for my active creators
Monthly. The creator’s health scores and engagement metrics change over time. A monthly update ensures that the seller’s creator list is accurate and that the seller is not working with creators who have become ineligible. Dami’s reminder system can be set to trigger a monthly update for each active creator
