Create actions

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 video walkthrough video transcript 0 00 hi everyone, my name is caroline with roster, and in this video i'm going to show you how to create an action 0 07 okay, so you're going to navigate to your actions tab, uhm, and then within the actions section, you're going to select this black new action button at the top right hand side of the screen 0 18 this is where we host all of our different templates we have a separate video where we go through the different categories of actions, so feel free to refer to that if you have any questions 0 26 uhm, for this video, i'm going to create an instagram story, so we can click this action, and as we see, we already have a title, we have a header image, a stock photo image, and then, uhm, a description 0 41 and within the description, we've created this general instructions of how an ambassador can complete this action all of these actions are fully customizable 0 50 you can leave them as is, or you can change the title, the description to kind of fit your brand a little bit better 0 56 uhm, we always recommend this just so it feels like it's a little bit more personal, and it's coming from your brand, and not just from roster 1 02 uh, so when we're building out the action, as you can see on the right side, and we have a preview version, so if the ambassador is using their mobile device to, um, create this action, you can see what it will look like to them 1 16 uhm, so we have the header image, uh, if it has an end date, how many points it's worth, and then the requirements to complete the action, along with any guidelines 1 25 so we're going to scroll down, and as you can see, we have post types, so just because you select, uh, instagram story, you can change this to any of the different social post options within roster 1 36 and then, you can also select the, uh, at mention, so your at brand mention, depending on which post it is, and then it is required that you include a hashtag, so the important thing to note with roster is, we are able to pull in content using the handle, but we are then able to pull the content into 1 56 the action or campaign using the unique hashtag it's important to, uh, to make sure that we're not using this hashtag already in another campaign that has instagram stories live 2 06 um, so for this, we're just going to do hashtag bell, oh, there we go, hashtag bell, and then we'll see the submission method is going to be posting to social 2 17 if this was upload a screenshot of something, the submission method would basically say, um, you know, upload a screenshot or, uh, any of those other options that we have 2 26 we do default to 25 points, uh, for this action, but you can customize this you can make it less, you can make it more, or you can create your own custom, uh, point value 2 38 and then approval method, this is basically how you want the action to be approved so instantly upon submission means as soon as we pull it into roster, the ambassador will earn the points 2 47 if we change it to with manually approved, then that means that you will have to review the, uh, submission before they can earn the points 2 58 so then, and then you can decide what, uh, programs you would like as a reminder in actions, they are program wide 3 05 so you cannot do them on an individual basis, but you can have multiple programs participate in one action so for this one, we'll do 3 13 ambassadors and influencers, you can choose an end date, so if you want the action to only be live for, let's say, a month, or a quarter, or a year, uhm, you can select that 3 22 and then for certain actions, you can make them reoccurring so this is super nice because you can just have it going on in the background, uh, have the ambassador be able to repeat this action every certain days 3 32 so for stories, we usually do every 7 to 14 days, that's our recommendation uh, but you can increase that or decrease that, and then as we see, we have these emails already built out, so you can send an email when the action is published, uhm, and basically the email will just pull in all of the information 3 49 from the action description, which you can fully change and customize if you want, or you can leave it as is, uhm, and then it will pull in the header image from the action as well, so this we cannot change 4 00 thank you and then, if you make it recurring, we will email them every time the action is now ready for them to complete again, so for example, if we posted this today, and they, you know, upshared a story seven days from now, they'd be able to come back and do that again, so they would get an email 4 15 just letting them know and then we do have these guidelines at the bottom these are, again, fully customizable you can change or keep as is 4 25 these are what the ambassador will see when they're clicking over into the guidelines section once we're ready, you can then select the black publish button up at the top right hand side of the screen, or you can save it as a draft if you're not ready to publish 4 37 you can also duplicate, and you can delete actions as well so, we're going to hit publish, and now we have our published action available for ambassadors to complete 4 49 hopefully that was helpful, and if you have any questions, feel free to reach out to support at getroster com, or you can contact, uh, your customer success manager 4 57 okay, thank you! 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 mailto\ support\@getroster com or reach out to your customer success manager