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How to set up a new Program
How to set up a new Program
Libby Serra avatar
Written by Libby Serra
Updated over a week ago

This article will provide step-by-step instructions for creating a new Program in Roster. This guide will specifically walk through the mechanics of setting up the program in Roster, with less of a focus on recommended strategies. Check out this article for more information about the Programs Feature and what makes it so effective when organizing and running multiple advocacy groups at the same time.

STEP 1: Create a Program in Roster

  • Create your first program.

    • Click New Program in the upper right-hand corner

    • Customize the Program name, Program Color, and Icon. These can be changed later. (Program Name Examples: Ambassadors, Influencers, Campus Reps, Content Creators, Industry Pros, Athletes, etc.)

STEP 2: Program Settings - RECRUITMENT

Section 1: Application Form

  • If you'd like to have a separate application for this specific program, click Edit & Preview to customize the application form. When you have finished customizing the form, click Get Embed Code and publish the form to your website. You can also copy and paste the link shown for your application to share in emails sent or Instagram stories to help with recruitment.

Section 2: Approval Process

  • Manually Approve Applicants - selecting this will allow you to review individual applicants prior to approving.

  • Automatically Approve Applicants - selecting this will automatically trigger the automated approval email once the applicant submits their application

Section 3: Automated Emails

Edit the email templates for the automated emails that will be sent to new members. Click Edit & Preview to the right of each email to customize and add your branding.

STEP 3: Program Settings - DISCOUNTS & PERKS

Create the discounts you want to give program members access to right away. You can give them a personal discount and a sharable discount. Read this article (it includes a tutorial video!) for instructions on setting these.

STEP 4: Program Settings - Welcome Campaign

Create a Welcome Campaign to give program members details about the program and include their first task to complete as a new advocate.

If you already have a Welcome Campaign created, you can select it from the dropdown. If you don't yet have one created, click Create a Welcome Campaign get a pre-filled template to work off of!

Here is an article for a full tutorial on creating a Campaign.

STEP 5: Referral Commissions

Within the referral commissions settings, you should find an option to set the referral commission rate. This is the percentage or flat amount you'll offer to individuals who refer new customers to your brand. Enter the desired commission rate. You can also choose here whether you want to manually approve commissions as they are earned or if you want them auto-approved after your desired amount of time.

STEP 6: Referral Points

Within the referral points settings you can set up how many points towards Milestones that you want to reward ambassadors for their referral sales using their referral link and shareable code. You can also customize emails that can be sent out notifying them when a new referral reward is earned and approved.

STEP 7: Ambassador Portal Settings

Within these settings you can customize what referral-related information is displayed in the ambassador portal.

You're Done! Next Step... start recruiting!

You have successfully set up a new program and now you're ready to start recruiting applicants. Read this article for tips on recruitment.

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