Create a new contact

creating a new contact in roster is a simple and efficient process that allows you to quickly add individuals to your ambassador program or maintain a database of contacts this guide will walk you through the steps to manually create a contact and optionally assign them to a program video walkthrough video transcript this is a transcript from the loom video walkthrough 0 00 hi everyone, today i'm going to show you how easy it is to create a new contact in roster okay, after you log in, you're going to want to go to the contacts tab in your roster portal, and then at the top right hand side of the screen, you're going to see this new contact button 0 16 select this, and then you're going to input the information it is only required to have a first name and a last name when you're manually creating a contact, but we do recommend having an email and or a, some sort of social handle 0 28 uh, so, for our example today, we're going to do brad pitt, because he wants to be a part of our ambassador program 0 35 uh, and so, oh, let's spell his name right okay, perfect alright, and then you can actually select one of these contacts 0 52 to put your contact into you do not have to do this, you can just create the contact for now uh, but i am going to add brad to our ambassador's program 0 58 so, we're going to click create okay, and it's going to go directly to their profile, and we'll see that he's in the ambassador's program 1 05 we have his email, his, uh, instagram and then, one thing to know is if you're going to add to manually add them to a program, you need to make sure that in the program settings, you have this manually added to program email turned on 1 20 if it's not turned on, they will not receive an email letting them know that they, uhm, are now a part of your ambassador or influencer program 1 28 so, i already had this turned on, so we didn't have to worry about it, but i would say if you're going to add them to a program when you're creating the contact, just as a reminder, you need to sure that you have this email turned on 1 39 okay, thank you so much, hopefully that was helpful step by step instructions create a new contact log in to your roster portal navigate to the contacts tab click the new contact button located at the top right of the screen input contact details enter the required fields first name and last name optionally, add additional information such as email social handle for this guide, we used "brad pitt" as an example assign the contact to a program (optional) select a program from the dropdown menu to assign the contact immediately for example, assign "brad pitt" to the ambassador program if you choose not to assign them to a program, you can still create the contact without this step finalize contact creation click create to save the contact the system will redirect you to the contact’s profile, showing their details and program assignment enable program email notifications ensure the "manually added to program" email notification setting is enabled in the program settings this ensures the new contact receives an email notification about their program assignment if this setting is not enabled, contacts will not be notified of their addition to the program need help? if you encounter any issues or have questions about creating new contacts, please reach out to mailto\ support\@getroster com