Manage action submissions

this article provides a step by step guide on how to review and manage action submissions in roster whether you received an email notification about pending approvals or need to check submissions manually, this guide will walk you through approving or rejecting ambassador actions video walkthrough video transcript 0 00 hi everyone, this is caroline with roster, and in this video i'm going to show you how to manage your application, er, your action submissions 0 08 okay, so maybe you got an email letting you know that you have a couple actions that are awaiting approval maybe you are just in your roster platform and you need a little help, this is your first time approving any actions 0 22 or maybe an ambassador reached out and said they had submitted something for an action and are going to go and approve it 0 28 uh, either way, this video is going to walk you through how to approve or reject any action submissions uhm, so what you're going to want to do is go to your actions tab 0 37 and here we can see all these different columns we have the action title, points, status, program, submissions, needs approval the needs approval column will be the most important for this video 0 48 and as we can see, we currently have two actions that are awaiting approval okay, so we'll start with the review your favorite product 0 55 we're going to click here and it will take us directly to the action dashboard uhm, and from here, you can preview the action 1 02 so if you want to remind yourself what was this action for, uhm, you can end the action, you can duplicate it, and you can also edit the action 1 09 we can also see, you know, how active it was, so on and so forth okay, so we see that ellen submitted her review, uhm, and, uh, you know, we can, uh, click on it, see the image, we can download it, uhm, whatever you want to do there, and then we can approve or reject it 1 28 we can also, if we have a lot of submissions and you want to filter and see who needs approval, you can turn this on, it will just pull up any submissions that need approval 1 36 and get rid of those other ones you can also filter by participants, so if an ambassador reaches out and says, like, hey, i'm waiting for my, uhm, action to be approved, you can search their name here and see if they show up, and then you can also filter by, you know, all time this week, last 30 days 1 53 , this month, and last month uh, if you have multiple actions that you want to approve, you can select all the actions, and you can approve all or reject all 2 03 it won't let me since these are technically all approved one thing to know is when you approve or reject an action, there is no way to undo that, so, uhm, just triple check before you move forward, but at this time right now, you, once you approve or reject it, it is now approved or rejected 2 22 if we wanted to reject this action, uhm, you can give a, a rejection reason, uh, so we have all these different reasons listed or you can select other if none of these apply and then you can give additional feedback as well, so sometimes ambassadors will upload the wrong image or maybe they'll upload 2 40 , like, double images or something and so i here will just kind of let them know, like, what they need to do in order to get the action approved and just let them know why their action is being, uh, rejected and if they have any questions they can reach out to the brand or they can reach out to, uhm, 2 54 our team support at getrostered com uh, so, we're gonna approve ellen, so as soon as we do that, now the action is approved, uhm, and she will earn those points and then we're gonna go into our like and comment on the instagram post and we see that richard uploaded a screenshot of them liking and commenting 3 19 on the post that our brand, uh, brought up so, for this one we can approve or reject again for, just for, uh, argument's sake we're gonna reject it 3 28 we'll say does not follow content guidelines, hi richard, this, we just say it does not love like you approved this or commented on this post 3 49 in order to earn points, please upload a screenshot of you liking, commenting on our post if you have any questions, you can respond to this email 4 10 so, you can type a little message like that, notify them, decide who you want it to come from, and then click reject 4 16 now it will show up as rejected um, okay, hopefully that was helpful if you have any questions, you can reach out to support at getroster com or email or you can comment, uh, contact your customer success manager 4 28 thank you step by step instructions navigate to the actions tab click on the actions tab in the roster dashboard locate the needs approval column to identify actions that require review review pending submissions click on an action title to open the action dashboard preview the submitted content to ensure it meets action requirements download images or media files if necessary for further review approve or reject submissions click approve to approve the submission and award points immediately click reject to decline the submission select a rejection reason from the provided list or if your reason isn't listed choose other provide additional feedback to the ambassador if needed notify the ambassador via email if applicable use filters to manage submissions efficiently toggle the needs approval filter to only display pending submissions use the participants filter to search for a specific ambassador’s submission filter by date range (e g , all time, last 30 days, this month, last month) to narrow down results bulk approve or reject submissions select multiple submissions using the checkboxes click approve all to approve them in bulk click reject all to decline them in bulk (be sure to provide rejection reasons as needed) important considerations once an action is approved or rejected, it cannot be undone rejected submissions allow ambassadors to correct and resubmit their content approved submissions immediately award points to ambassadors need help? if you have any questions, please contact mailto\ support\@getroster com or reach out to your customer success manager