Customers, fans, ambassadors, and employees. Imagine having all your brand's advocates in one place. This is the power of the Roster CRM.

4 steps to learn the CRM

  1. Add your contacts

  2. Understand the contact profile

  3. Create custom properties

  4. Master the search filters

Step 1. Add your contacts

There are several ways to add your contacts into Roster. Since Shopify and social listening add contacts automatically (see admin setup), we'll just cover manual adding and CSV imports here.

Manual add

To manually add a contact, just click "Add Contact" in the top right of the Contacts page. You'll then be prompted to add a name, email, and social handle. It may take a moment to crunch some data after adding the contact.

Once it processes and opens the contact profile, you'll be able to easily add additional details for the contact.

CSV import

Adding contacts one by one would take forever. Fortunately, we have a handy CSV importer to quickly upload more contacts and more properties on them.

Look for the "Import" button in the top right of the Contacts page (near "Add Contact" above) or within Settings > Data Sources. Once there, follow the simple wizard to upload your CSV list by mapping your fields to the appropriate properties within Roster.

If our system detects incorrect data, it may take several hours for the upload to finish. This ensures that your data is accurate once uploaded. For more help as well as CSV templates and tips, check out the CSV Import Guide

Step 2. Understand the contact profile

The contact profile contains almost everything you need to know about your customers, fans, and influencers. Note that it may take a few hours to populate the data after setting up an integration or importing a large list. Once it completes, you should take some time to explore a few profiles.

Depending on what modules are turned on for your account, it may contain:

  • Contact information - name, email, address, phone, etc.

  • Social data - social profiles, posts tagging your brand, and social metrics

  • Custom properties - you can create your own properties to organize your data (see below)

  • Purchase history - historic purchases, including product SKUs, amounts, and frequency

  • Sales referrals - sales referred by the contact to your brand

  • Campaign history - a record of the individuals' engagement with your campaigns

Step 3. Create custom properties

Every company is unique. That's why we allow you to create your own properties to better organize your data. These properties can be used in the application and signup forms (covered later) and show up in the Contact Profile under "Form Details".

To create or edit these properties, go to Settings > Properties.

Note how you can make the property searchable or have it display on the left sidebar in the contact profile.

Step 4. Master the search filters

Search filters will become your best friend. They make it incredibly easy to find contacts, organize lists, and get to know your people.

To add a filter, just click the "Add Filter" button on the Contacts page. If you'd like to dive deeper on filters, check out our article on _________. We highly recommend it!

In addition to search filters, you can also edit the columns that you view by clicking "Edit Column"

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