Roster

Learn how to edit what and how often you are being notified of within your Brand portal

Managing Brand Email Notifications

Caroline Arlasky

Marcella Edwards

Getting Started

Create a Welcome Campaign

Creative Campaign Ideas

Public campaigns for giveaways, contests and UGC

Public campaigns for giveaways, contests, and UGC

Enhancing Campaign Quality with Manual Approval of Submissions

Invite-Only Campaigns Step-by-Step Guide

Analyzing Campaign Performance: A Comprehensive Guide to Campaign Reports

Troubleshooting Missing Social Posts in Your Roster Campaign

FAQ: Why should I use a unique hashtag?

What to do after launching a campaign

Manually Adding Posts to a Campaign

Automated Discount Code Rewards

Enhancing the Document: Tips for Successful Campaigns

The how to's of creating and running campaigns!

Campaigns

Unlocking the Power of Roster's Advocacy Programs: A Comprehensive Guide

How to set up a new Program

Embedding Application Forms

Understanding the Program Key

Crafting an Effective Ambassador Program Strategy

Learn how to create and manage your programs! 

Programs

Creating Discount Code Rewards with Shopify

Shopify Instructions - Creating Discount Rules

Setting Up Manual Discount Codes

Using Shopify Buy X, Get Y Discount Codes

Distributing Discount Codes

How to Automatically Apply a Shareable Discount Code to Referral Links on Shopify

Creating Discount Rules in Shopify and Roster

Discount Codes

Planning a Milestone Series

Milestone Series Worksheet

Creating a Milestone Series

Creating Ways to Earn Points

Maintain ambassador engagement with milestone rewards

Maintaining Ambassador Engagement with Milestone Rewards

Issuing Rise.ai store credit when an ambassador unlocks a milestone series in Roster

Milestones

Actions - How to use them, and why

Actions

Brand Login

Ambassador Login

Roster Homepage

Ambassador Support

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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