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Invite-Only Campaigns Step-by-Step Guide
Invite-Only Campaigns Step-by-Step Guide
Libby Serra avatar
Written by Libby Serra
Updated over a week ago

Ambassador Campaigns are a great way to activate your Ambassador Network at scale. You can create a campaign with specific requirements and incentives, and invite your entire network OR only invite ambassadors in specific tiers or categories within your larger network.

To get started, go to the Campaigns tab (see the 📣icon on the left-hand side of the screen).


STEP 1: CAMPAIGN DETAILS

Campaign Name

  • Give your campaign a name (this name is for internal use)

Campaign Description

  • Include a quick description of the campaign to help you or your team members know what the campaign is for

  • Ex: “Welcome campaign for Tier 1 ambassadors. The incentive is $100 store credit.”

Campaign Duration

  • Set a Campaign Start and End Date. These dates control when social listening for this campaign starts and ends, as well as when the first email invitation will be sent to the Campaign Members you invite.


Step 2: Campaign Brief

Now it's time to create your campaign brief, so Ambassadors know all the details about the campaign you've invited them to.


Campaign Title

  • This is the title that Ambassadors will see in the Ambassador Portal (Ex: “Welcome Campaign” or “Winter Collection Launch”)


Campaign Overview

  • This is a great place to get Ambassadors excited about the campaign. We recommend that you briefly explain what the campaign is for, what the ask is, and what they get out of participating! Don’t worry about going into too much detail, just hype them up!


Link You Want Ambassadors to Share

  • This is optional, but we recommend putting a link here if you’re looking for ambassadors to drive clicks (ex: to the product they’re posting about)

  • *Track Link* - by clicking the checkbox, the brief will automatically add UTM parameters so you can track the performance of each link in Google Analytics. You can adjust the UTM parameters under Settings Profile & Account.


Discounts & Promo Codes

  • Select the Discount Rule you want your Campaign Participants to share.

  • To create new Discount Rules go to Settings Discount Rules. Reminder: You must first create the Discount Rule in Shopify, then search for it in Roster!


Campaign Header

  • This is the image that will be used for the hero banner of your campaign. Think of it like a Facebook cover photo

  • Ideal dimensions: 900 x 200px


Ambassador Custom Properties

  • Add any additional properties you need to gather from your ambassadors. This may include their preferred size, product selection, preferred colors or other custom questions. This info will help when it comes time to fulfill the incentive being offered.


Campaign Activities

  • Here you can indicate what the campaign requirements (or optional activities) will be for your campaign.

  • Activity groups can be required or optional. When you have multiple activities in a group, only 1 activity needs to be completed by the ambassador in order to fully complete the group.

  • When choosing a social feed post (IG/TW/FB), select the handle you want ambassadors to tag. You also have the option to require a hashtag. **If an ambassador tags the handle and does not use the hashtag, however, the post will not be pulled into the campaign report!

  • Instagram Reels & TikTok - because the Instagram and TikTok API does not allow us to automatically pick up these posts, this task will require campaign participants to submit a link to their post to mark is as complete.

  • Instagram or Facebook Story - the IG or Facebook Story requirement instructs ambassadors to upload a screenshot of their story. You can specify if you want them to upload the content or the analytics.

  • Upload Content - this can be used if you are looking for additional UGC or for screenshots of other actions you might have asked for. (i.e. web reviews, an in-store visit, Facebook story content, proof of purchase, etc.)

  • Web Links - use this requirement if you want to collect blog posts, YouTube videos, Pinterest pins, or any other link.


Incentives

Select the reward ambassadors will receive for participating in the campaign.

Automatic Fulfillment

  • Automated product reward: (For Shopify brands only) - Reward your ambassadors with product instantly! Have them fill out product selection, and shipping info and have an order generated in Shopify completely hands-free!

  • Discount Code - you can now allow campaign participants to unlock a discount code automatically by either joining or completing a campaign.

  • Points - these will go towards your active milestone series.

  • *For more on Automated Campaign Incentives, see this article.

Manual Fulfillment

  • Product - whether you’re sending them a new product to post about OR you want them to post and then send product, tell them what they might receive!

  • Other - another idea might be that you are selecting a few participants to win a $100 gift card to your store.


Style Guide & Mood Board Images

  • This is where you can give your ambassadors some inspiration for content as well as set the expectations of what you expect their content to look like! Be as descriptive as possible and be sure to upload some example images if you have any.


Campaign Do’s & Don’ts

  • Another great place to outline the expectations and guardrails for your ambassadors’ content


Terms & Conditions

  • This is essentially the Ambassadors' legally binding digital contract. When they join a campaign and agree to the terms, they are agreeing to fulfill the campaign requirements in exchange for the incentive.

  • You can edit the terms directly in the brief!

Preview Page - Click the blue button on the bottom of the page to preview both on mobile and desktop!


Step 3: Emails

Campaign emails are the best way to invite ambassadors to participate in your campaign and keep them apprised of information throughout the campaign duration.

Toggle ON/OFF for the emails that you want (or don't want) to go out.


DEFAULT EMAIL SEQUENCE:


“Let’s Collaborate” -- this is the first email ambassadors will receive inviting them to the campaign. We highly recommend customizing this one and entice them to click the Join Campaign button in the email


“Reminder to Join” -- this email is delayed (however many days you choose) after the initial campaign invite email is sent only if the Ambassador hasn’t yet signed up. It’s a great way to follow up in case they didn’t see the first email.


“Signup Confirmation” -- this email is set to go out immediately after someone signs up for the campaign. If there is product involved, you can add a note about when their product should arrive.


“Reminder to Finish” -- you can set up an email to go out a certain number of days after someone joins, reminding them they still have requirements to fulfill. This email will only go out to ambassadors who have not completed the campaign.


“Thank You” -- a simple way to express your gratitude to your ambassadors by sending a thank you email after they’ve completed the campaign. Include any next steps that might be needed, (i.e. products or rewards they might receive after completing the campaign).

NOTE: You do have the option to turn off all of the emails and run a social listening campaign instead. A great use case would be if you’re working with a group of larger influencers who you are communicating with over email and who you know won’t want to create a Roster profile.


Step 4: Campaign Members

It's time to select who you’d like to invite to the campaign! You can either invite all of your ambassadors or hand-select specific ambassadors, filter by Tier, or Tag, you name it.

You can find specific contacts via the "Add Filter" button next to the search bar. Select the checkbox next to the Ambassador's name or mass-select the checkbox at the top.

Note: You can only invite profiles that are currently placed within a Program in Roster. And we always recommend that those Ambassadors are aware that they are your brand ambassador. This will help keep your campaign participation rates up.

Step 5: REVIEW & PUBLISH

This is the last step before launching your campaign! All you have to do is double-check that all of your details are correct! Once you click Publish, the campaign will launch on the date you specified in Step 1.

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