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Overview of the Contact Profile
Overview of the Contact Profile
Libby Serra avatar
Written by Libby Serra
Updated over a week ago

A Roster contact profile is a comprehensive collection of the data you have collected as a customer and as an ambassador through Roster. Below is a breakdown of each section within a contact’s profile.

Left Panel

Personal Information - Name, Email, Phone Number, Location/Shipping Address, Gender

**To view the full shipping address, hover your mouse over the location.

Program - If the individual is in a Program, the Program Name will appear. If they are not yet in a Program, it will be blank. Use the buttons on the right to Add to Program, Change Program, or Remove From Program.

Contact Owner - If a brand has multiple Ambassador Managers, the Contact Owner can be assigned to individual profiles to use as a filter and ensure that other users are not accidentally interacting with profiles that are not assigned to them.

Social Profiles - The list of associated social handles are listed here. You can add additional social handles to a profile, edit or delete social handles, or click on the social handle to visit the profile on the associated platform.

Contact Properties - Properties allow you to collect additional information from customers that are custom to your business. If you'd like easy access to certain properties so they appear in this left panel, you can select a setting to have them appear here. For instruction on how to do so, click here.

Summary - A summary of social stats and overall brand engagement. This is also where you can find Purchase history and Discount Codes

Social Posts - Any social content that they have shared and tagged your brand. This can be organic content or campaign content.

Uploaded Content - Uploaded content often comes from a campaign requirement such as a screenshot of an Instagram Story, a screenshot of analytics, a screenshot of a website review, or any specific images requested by the brand for that campaign. These can also be added on the brands side on behalf of a contact.

Web Links - Where the contact (or brand) has submitted any campaign content via a weblink. (Examples include, a YouTube video, Blog posts, Pinterest Post, Dropbox File, etc.)

Campaigns - This is where you can find the campaigns that they have either been invited to or participated in, as well as their campaign stats in individual line items.

  • You can use the drop-down at the top right to filter for campaigns they've either been "Sent" currently have "In Progress" or that they have "Completed".

    1. Easily add someone to a campaign directly from their profile by coming to this section and clicking “Add Campaign.” *Note - they must be an Ambassador (Contact Stage) in order to be added to a campaign.

    2. See that person's Campaign Progress by clicking on the blue progress percentage (%). This will bring up a detailed side panel where you can view the steps they have taken to complete that campaign. *Note: This is also where you can manually add content and links on their behalf.

Properties - These are often answers to custom properties (questions) that they answer when filling out the application or answering any questions you might put in a campaign

Timeline - This is your area to see email history and add any important notes regarding that contact. You can add web links to this section as well.

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