Create a milestone series
3 min
Setting up a Milestone Series in Roster helps you create clear goals and rewards for your ambassadors. As they earn points through participation, they’ll unlock different tiers with exciting rewards. This guide will walk you through the setup process—defining milestones, linking them to programs, and deciding how ambassadors progress through each stage.
Step-by-step instructions
Create a new milestone series
- Navigate to the Milestone series tab within your Roster account.
- Click New milestone series to start the creation process.
- Enter a name for the milestone series. Note this is an internal name and will not be visible to ambassadors.
- Enter a description intended for ambassadors; this can include insights or explanations of the milestone series.
Configure milestone series details
- Select the program(s) that this milestone series is attached to. Note that a program can only be tied to one milestone series at a time.
- Set the Start date and optionally, an End date. You can also choose to keep the milestone series ongoing.
- Define completion behaviors for when an ambassador completes all tiers:
- Keep them at the final milestone.
- Allow them to repeat the milestone series a set number of times or indefinitely.
- Advance them to a different program, such as moving from an ambassador program to an influencer program.
- Choose the email notification that will be sent to ambassadors upon changing programs.
Build the milestones
- Click New milestone to start adding milestones to your series.
- Assign a name and point value for each milestone, specifying when it becomes unlockable for ambassadors.
- Choose a color for the milestone, with options for pre-defined or custom gradients.
- Add a reward for each milestone:
- Non-Shopify brands can offer discount code rewards, cash rewards, manual product rewards, or custom rewards.
- Shopify brands have the option for automatic product fulfillment.
- Enter relevant details such as reward description and images.
- Click Save to finalize each milestone.
Customize email notifications
- Access step 3 to configure the email ambassadors receive upon unlocking a milestone.
- Adjust the pre-configured email to add custom messages, requests, or additional insights.
- Ensure all changes are saved.
Review and finalize the milestone series
- Review the milestone series details in step 4, ensuring all milestones and settings are correct.
- Use the preview function to see what ambassadors will experience on their side.
- Make any necessary adjustments, then publish the milestone series.
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!