Actions overview
Actions in Roster are akin to bite-sized campaigns that ambassadors can complete to earn points. These tasks can be simple requests like leaving a review, following on social media, or creating social content. Actions are program-wide, meaning all ambassadors in a program can participate, and only points can be awarded for their completion. It's necessary to have a milestone series live so that collected points have a purpose for redemption. The actions section in Roster enables you to manage various elements such as action name, points, status, and requires approval for submissions. Here's a guide on how to navigate and utilize the actions section.
Step-by-step instructions
Access the actions section
- Log in to the Roster Brand Portal.
- Navigate to the Actions section in the left-hand menu.
- Review the displayed columns such as Action Name, Points, Status, Program, Submissions, and Needs Approval.
Search and filter actions
- Use the search bar at the top to find specific actions by name.
- Filter actions by Category, Program, or Status using the dropdown filters.
Create a new action
- Click on the New Action button at the top right-hand corner.
- Choose from various action templates to set up a new action.
- Follow additional guides on building and managing actions for detailed instructions.
Ensure integration of actions with milestones
- Confirm that a milestone series is live to ensure points can be redeemed.
- Regularly monitor action submissions and approvals.
Additional support resources
- For queries regarding action setup, reach out to Roster support at [email protected].
- Contact your Customer Success Manager for personalized assistance.
Need help?
If you need any additional assistance with with your Roster account, feel free to contact our support team at [email protected]. We're here to help!