End & archive actions

ending or archiving actions in roster is a straightforward process, allowing brands to efficiently manage their ambassador programs this feature is particularly useful when you need to make room for new actions or if certain actions are no longer relevant note that actions with existing submissions cannot be deleted, but they can be ended and then archived here's a guide to ending or archiving an action in the roster platform video walkthrough video transcript this is a transcript from the loom video walkthrough \[00 00] hi everyone, this is caroline with roster and in this video i'm going to walk you through how to end or archive an action \[00 08] okay, so let's say we've had an action that was live for, you know, six months, a year we never put an end date on it \[00 15] maybe we only have a certain amount of actions and we want to make room for new ones ending an action or archiving an action is super easy \[00 23] the one thing to note, is you cannot delete an action unless no one has ever added a submission to it \[00 31] if they've added a submission, the only option you'll see is once you end it, you can archive it so let's say, for example, this, uh, you know, review your most recent purchase \[00 42] the, you know, we want to end this nobody's done it so we'll just click end and action and then it will show at the bottom here as completed \[00 52] and since this one currently has no submissions, we can delete it otherwise, we can archive it um, the like us on facebook, let's say we're not utilizing facebook anymore \[01 01] so we want to end this and then if we would like to archive this one, we can just select here and it will be archived and it will be removed from your screen \[01 10] but you can still search for it up here in the status section, uh, to the right hand side of the search bar, if you click archived, it will pull in any archived, um, actions that you have \[01 21] and if you click completed, it'll be any actions that you ended uh, the way to auto end actions is when you're building out a new action \[01 30] so for example, we'll just use this winter comforts one you select an end date so if we wanted this to end, um, in the end of february, once that date passes, this action will end \[01 41] okay hopefully that was helpful if you have any questions, reach out to support at get roster com um, or you can contact your csm \[01 48] thank you step by step instructions end an action identify the action you wish to end (e g , an action that has been running for several months) click end action next to the desired action the action will be marked as completed delete or archive an action for actions with no submissions click delete to remove the action entirely for actions with submissions select archive to remove the action from your main view archived actions can still be found by searching with the archived filter search for archived or completed actions navigate to the search bar on your roster dashboard to filter for archived actions, click status > archived to filter for completed actions, click status > completed set an end date for a new action when creating a new action, select the action you'd like to schedule (e g , winter comforts) choose an end date for the action, such as the end of february once the selected date has passed, the action will automatically end need help? if you need any additional assistance with with your roster account, feel free to contact our support team at support\@getroster com mailto\ support\@getroster com we're here to help!