Core concepts

understanding the core concepts of roster will help you navigate the platform more effectively and get the most out of your ambassador program below is an introduction to the key features and terms you'll encounter within roster brand portal the brand portal is what you and your team members log into to manage your roster programs and account settings this help center is specifically focused on using all the features and settings found within the brand portal you can log into the brand portal by going to https //app getroster com https //app getroster com team members who manage multiple roster accounts can seamlessly switch between accounts by clicking the brand logo/name in the bottom left and selecting one of the other roster accounts in the flyout menu ambassador portal the ambassador portal is where your ambassadors access their ambassador accounts roster uses magic links to give ambassadors access to their accounts, alleviating them from having to remember a username and password ambassadors who work with other brands also using roster are able to seamlessly switch between their ambassador accounts by clicking the brand logo in the top left of the ambassador portal and selecting another brand social feed the social feed in roster is the central hub to see all the social posts mention your brand not only will you see what your ambassadors are posting, but it can be a goldmine for recruiting passionate customers who are already talking about your brand organically with the social feed, you can download original content to be re used for marketing efforts see social feed overview docid\ by y0lsye2ci7hk jph9w programs programs are ongoing initiatives that group your ambassadors into a single focus they can be long term efforts designed to build brand loyalty or specialized groups for targeting specific audiences programs give structure to your ambassador activities and provide an easy way to track performance over time see programs overview docid\ h2bffhlzbfheo0ogpdp98 ambassadors ambassadors are the advocates for your brand these individuals participate in your programs, promote your products, and engage in campaigns roster makes it easy to manage your ambassador relationships, track their performance, and reward their efforts the term ambassador is inclusive of other terms your brand might use, such as creators, influencers, affiliates, advocates, athletes, professionals, etc in roster, ambassadors are also referred to as contacts, program members, campaign participants, milestone participants, etc depending on the context see contacts overview docid\ woucdhimoqjoixsh4uzww community the community feature allows you to engage with all your ambassadors in one place it fosters collaboration and helps you build stronger relationships with your ambassadors by allowing discussions, announcements, and feedback collection see community overview docid\ uapoceachrgquodzd9ano milestones milestones are a way to reward ambassadors for achieving specific goals whether it's hitting a certain number of referrals or completing a set number of actions, milestones encourage ongoing participation by offering recognition and rewards for specific achievements see milestones overview docid\ gflfkmekxsxm5 mvufle8 campaigns campaigns are time bound efforts that drive specific actions or outcomes from your ambassadors a campaign might be centered around promoting a new product or achieving a particular sales goal campaigns can be customized with different rewards and goals to fit your brand’s needs see campaigns overview docid 0zwdnjc0hl9vfusq9fxaj actions actions represent tasks or activities you want your ambassadors to complete these could range from posting on social media to referring new customers roster allows you to track these actions and measure ambassador performance based on their completion see actions overview docid\ s06lmzmix1htaav1t8aah referrals referrals track how your ambassadors drive new and existing customers to your brand roster allows you to monitor referral links and codes used by your ambassadors, providing visibility into how much revenue and engagement each ambassador is generating see referrals overview docid 6bkpmpi6 zcrkmgxnhreu sales attribution sales attribution is the process by which roster attributes an order (aka conversion) to the action of an ambassador attributions come in two types referrals and personal orders it's important to understand roster's attribution rules so that when orders start coming in, the terms used in roster such as attribution method, attribution source, referred orders vs personal orders, etc make sense see sales attribution overview docid\ uwop1nebkqwrk6caqzrkv payments payments are an essential component to programs that offer referral commissions roster's payment features allow brands to review and process payments directly within the platform, streamlining both process and ambassador communication see payments overview docid\ jd6ppzmdtzi2ehlhhiga5 discounts discount codes are a powerful tool to incentivize both ambassadors and their followers roster integrates with e commerce platforms like shopify to make it easy for ambassadors to share discount codes with their audience and for you to track the results see discounts overview docid\ tc61o6ydpz0ieti0ha9n7 rewards product rewards are incentives offered to ambassadors for completing actions or achieving milestones you can set up product rewards using roster’s integration with platforms like shopify, allowing ambassadors to redeem specific products based on predefined criteria see rewards overview docid\ utd3qwfmmlfoacaj8kaus by familiarizing yourself with these core concepts, you'll be better equipped to manage and optimize your ambassador program through roster each of these features works together to help you build a successful, data driven ambassador strategy