Go through these steps to configure, integrate, and add team members to your brand account. Once done, your account will be ready for building your community, social listening, and reporting. We recommend that you complete these steps before the initial onboarding call.
Personalize your account
Authenticate your social profiles
Integrate with Shopify, Klaviyo, Paypal or API
Add team members
Let's do this!
Step 1. Verify your branding
To personalize your brand account, go to your profile and verify or update the following:
Your logo - this logo will customize your ambassador portal and be used in various emails
Your brand domain - this domain will be included in the URL for your ambassador portal (e.g., roster.link/BRAND_DOMAIN)
Set your brand website URL - your website URL for directing referral links
Step 2. Authenticate your social profiles
Connecting your social profiles should be a breeze on the Integrations page. Click "Connect" and follow the steps to authenticate your social accounts.
Instagram Connection
Instagram requires an Instagram Business Account that is connected to a Facebook Business page. By authenticating Facebook you will see a list of your Facebook Business Pages and associated Instagram accounts.
Connecting Multiple Facebook / Instagram Accounts
You may connect multiple social networks by clicking "Connect" for each applicable page. We generally recommend giving each brand its own account to keep data separate, but if your brand uses multiple handles (e.g., @mycompany_usa and @mycompany_uk) then you'll find value in connecting them all here.
Troubleshooting
If your Instagram account is not available, it is most likely caused by missing permissions in Facebook Business Manager, an incomplete setup of your Facebook Business Page, or not yet linking your Facebook Business Page to your Instagram Business Account. See this article for more details or contact your customer success manager.
Step 3. Integrate with Shopify, Klaviyo, the API and more
From this same Integrations page, you can also connect to your e-commerce or email platform by clicking "Connect". This will allow you to pull in customer and purchase history as well as create, distribute, and track discount codes for sales attribution.
API & other e-commerce integrations
Roster has an API, tracking pixel, and other e-commerce integrations available. Please contact us at [email protected] if you'd like to connect with other platforms.
Step 4. Add team members
You're almost there! It's now time to add additional team members and grant appropriate permissions from the Team Members page.
Below is a quick summary of the permission types:
Team Admin - team admins have the same set of permissions as the primary account owner. This includes adding team members, authenticating social profiles, and configuring the account. This is handy if the account owner needs an ecommerce or social manager to set up the different integrations
Full Access - full access gives the user complete access except for the ability to modify the account, setup integrations, and add team members
Limited Access - Limited Access is an Enterprise feature. It allows the owner to restrict contact access for certain team members by country or program.
Congratulations!
That's it. Roster is now setup, working it's magic, and pulling in glorious data. The next phase will help you customize and populate your data. Congratulations!