Create campaigns
Creating a campaign in Roster allows you to engage with your ambassadors effectively by utilizing pre-built templates or designing a custom campaign. Campaign creation can be daunting, especially for users new to the software. However, Roster provides an intuitive interface that simplifies the process, offering both template options and the flexibility to craft campaigns from scratch. In this guide, we'll demonstrate how to create a campaign using a seasonal template, specifically a Valentine's Day gift guide campaign, though the steps are applicable to any campaign type, such as welcome campaigns or product launches.
Step-by-step instructions
Navigate to the campaign section
- Open the Roster application.
- Go to the Campaigns section.
Start a new campaign
- Locate the large black New Campaign button in the top right-hand corner of the screen.
- Click the New Campaign button.
Choose a campaign template
- Review the list of available campaign templates you can use.
- Select a template that fits your campaign needs or choose to create a campaign from scratch for a blank template set up.
- For this example, click on the Valentine's Day Gift Guide template.
Review and use the template
- After selecting a template, an overview and description of the campaign will appear.
- Review what the campaign will look like to your ambassadors.
- Click Use Template to proceed with the selected template.
Need help?
If you need any additional assistance with with your Roster account, feel free to contact our support team at [email protected]. We're here to help!