Create a shoppable product reward

creating a shoppable product reward enables ambassadors to redeem a set dollar value or a specific number of products from your shopify store, directly from within roster's ambassador portal this type of reward is perfect for providing ambassadors with the flexibility to select items from a curated collection while maintaining brand control over available products and spending limits below is a guide on setting up a shoppable product reward in roster video walkthrough video transcript this is a transcript from the loom video walkthrough 0 00 hey, this is jeff roster in this video, i'm going to walk you through how to create a shoppable collection as a product reward 0 10 let's say that you have a milestone series in this example, and instead of giving out a $100 gift card like you've been doing, you want to let the ambassador shop and get $100 worth of product from your store 0 24 you also want to have, have just a little bit of control around which products they have access to so let's go ahead and jump in and see how we can make that happen 0 31 so i'm going to click edit on my milestone here and it looks like i have this manually fulfillable gift card 0 38 let's click remove and then what i'm going to do is i'm going to select the automated product reward and from here, i'm going to choose to add a collection 0 48 and that's going to let me pick one of shopify's collections that i've created and i've created a collection already called ambassador collection 1 00 and it's actually pulling in the wrong stuff i don't, i don't want that one let me hit refresh here just made a change on my end of things 1 12 let's come back into here, select, remove, automated product reward, add collection there we go that's the collection i'm looking for, my ambassador supplements 1 26 so this, this collection happens to have four products you could have a collection that has, uhm, unlimited number of products, really 1 34 and the way that i created this collection in chicago shopify, just for some context, i created a smart collection, and it's just simply pulling in all products that have a tag equal to ambassador collection 1 47 okay, so what i want to do is limit by total value and i'm gonna limit the value by $100, because that's what i was limiting them before 1 56 and the products that i pulled in are all less than $100 in fact, they're all $49 for the most part 2 04 so let's go ahead and click create and i'm going to change this to milestone reward supplements there we go 2 28 okay, so then it brought in these images so i like that click save and i want to change the collection group name to just supplements 2 49 limit by that and i'm going to keep shipping free i'm not going to add any additional swag, so okay, i'm going to mark that as done 3 00 okay, so now when an ambassador unlocks gold, they will be able to claim $100 in supplements directly from within roster, and it will create that order for me automatically 3 13 so, let's go ahead and just take a look at what that might be like for the ambassador so, we have one participant who has unlocked silver 3 25 looks like it's stephanie weiss, and she has 725 out of the 1,000 points needed to unlock gold so let's go ahead and expand into her profile 3 37 and we're just going to do a quick points adjustments demo video and let's give her 200 points oh, 300 points okay, and this is going to tell me, adding 300 points will unlock gold 4 05 proceed and yes, that's what we want to have happen okay, cool so that allowed her to unlock the gold milestone 4 16 so she gets $100 in supplements so what we can do now is click to log in as stephanie and there we go 4 27 we get to claim these rewards so it says add up to $100 of products so let's see here vanilla whey protein is out of stock 4 38 add product and add product okay, so i've claimed 99 bucks there's really nothing, there's nothing left for me for a dollar 4 49 so we, it knows that so it's just going to have to move on to the next step so we'll do the shipping 4 55 sure confirmation submit order okay, let's see and now we have an order that was marked as redeemed in her account 5 25 and she can click the view order details that will open it up to your shopify store and if we then come over to shopify and take a look at the orders, we see that an order came in 5 37 it was tagged as a roster reward so we can go ahead and click to view this and, uhm, there's the order it was marked as a roster reward it was zeroed out, and the shipping was free 5 51 so now all that would need to happen from your perspective at the store would be to go through the fulfillment process, whatever that looks like for you, so okay, cool 6 00 so, in this video, we walked through how you can create a product reward to unlock a milestone and that could equally apply to a campaign 6 10 and we made that as a shoppable product so now your ambassador will be able to go in and claim up to the, whatever dollar limit is that you set 6 22 you could also set that to a number of items it's like one item or two items it's totally up to you 6 28 hopefully that helps if you have any questions about setting up product rewards, um, incentivizing for campaigns, milestones, whatever it might be, shoot us an email at support at getroster com 6 41 and in the meantime, as usual, have a great day thank you step by step instructions select the campaign or milestone that the reward will be added to navigate to the milestones or campaigns section in the left hand navigation menu select the milestone or campaign where you want to set up the reward if there is an existing reward (e g , a gift card), click remove to delete it otherwise, click add reward > automated product reward add a product collection to the reward choose add product or add collection from the options presented in the automated product reward setup select the products or collection(s) from the list roster pulls in from your shopify store limit the reward by value or quantity example set a maximum dollar value of $100 customize the reward title and description as it will appear in the ambassador portal click create to finalize the reward publish the milestone or campaign complete any remaining setup for the milestone or campaign add ambassadors or influencer groups to the milestone or campaign click publish to activate the campaign or milestone with the shoppable product reward ambassador experience when ambassadors meet the criteria for the reward, they will see the reward in the ambassador portal ambassadors can select eligible products up to the specified limit (e g , $100 value or a specific quantity) if an item is out of stock, ambassadors will be notified and can select other products ambassadors complete a simple checkout process directly within the portal enter shipping information confirm and submit the order roster automatically creates the order in shopify, tagging it as a roster reward the order will appear in shopify with a $0 total (excluding any specified shipping costs) manage and fulfill shoppable rewards navigate to the rewards section in the left hand navigation menu select the relevant reward to view a list of ambassadors who have redeemed it click on individual orders to review redemption details for shopify orders, click the order number to open it in your shopify admin fulfill the order as you would with any other shopify order need help? if you have any questions about setting up shoppable product rewards or using them in your campaigns or milestones, contact us at mailto\ support\@getroster com