Create actions

2 min

This article provides a step-by-step guide on how to create an action in Roster. Actions allow brands to engage their ambassadors by setting up specific tasks, in this example we walk through how to create an action asking ambassadors to post to their Instagram story. Follow the instructions below to create and customize actions for your ambassador programs.

Step-by-step instructions

Navigate to the actions tab

Click on the Actions tab in the Roster dashboard.

Click the New Action button at the top right-hand side of the screen.

Choose an action template

Browse the available action templates.

Click on an action type to select it (e.g., Instagram Story).

The selected template will populate with a title, header image, stock photo, and a description.

Customize the title and description as needed to align with your brand's messaging.

Preview the ambassador experience

Use the preview section on the right to see how the action will appear to ambassadors on mobile.

Review the header image, points, requirements, and guidelines.

Configure action settings

Select the post type (e.g., Instagram Story, Feed Post, etc.).

Set the @mention (e.g., your brand’s handle).

Enter a unique hashtag for tracking purposes.

Choose a submission method (e.g., posting to social media, uploading a screenshot, etc.).

Set up points and approval method

Choose an approval method:

Instant approval (points awarded automatically upon submission).

Manual approval (submission must be reviewed before points are awarded).

Select programs and schedule the action

Choose the programs that will have access to this action. (Actions apply program-wide.)

Set an End Date if needed (e.g., a month, quarter, or year duration).

Enable Recurring if applicable:

Set an interval (e.g., we recommend every 7-14 days for Instagram Stories).

Customize and send notifications

Edit the pre-built email notification if needed.

Email content will automatically pull from the action description and header image.

If the action is recurring, set up automated email reminders.

Publish or save the action

Click Publish to make the action live for ambassadors.

Alternatively, click Save as Draft if not ready to publish.

Use the Duplicate option to create a similar action in the future.

Use Delete if you need to remove an action.

Need help?

If you have any questions, please contact [email protected] or reach out to your Customer Success Manager.