Roster

Marcella Edwards

Caroline Arlasky

Ambassador CRM

Engage Your Brand Advocates with Roster CRM in 4 Easy Steps

Overview of the Contact Profile

Adding Contacts Manually: A Step-by-Step Guide

This article will show you how to upload your contacts into Roster via a CSV file.

Upload Contacts via CSV

Reviewing Applications

Maximizing Your Social Feed: A Comprehensive Guide

Mastering Filters in Your Contacts Management System

Resolving Duplicate Ambassador Profiles: A Step-by-Step Guide

Guide to Contacts

Contacts

Recruiting Ambassadors via Social Media

Ambassador Recruiting Guide

FAQ: Why my ambassador can't access the campaign?

Tips for Recruiting Ambassadors

A much easier way to manage your ambassadors is with passwordless login.  Create a custom link to protect and grant access to your contacts.

Streamlining Access with Magic Links in Roster: A User-Friendly Guide

How to Host a Killer Virtual Ambassador Event

Elevating Advocacy: A Spectrum of Incentives to Ignite Enthusiasm

Crafting an Effective Advocate Recruitment Strategy: Insights and Inspiration from the brand Woven Nook

Trouble Shooting Application Form Embedding

Everything you need to know about ambassador management!

Ambassador Managing

Brand Login

Ambassador Login

Roster Homepage

Ambassador Support

Find answers and get help from Intercom Support and Community Experts

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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.

Prototype article-aware answer

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.

Prototype integrations answer

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

Prototype invite-team answer

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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