Create a new contact
2 min
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 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 support\@getroster com mailto\ support\@getroster com
