Manage custom properties
3 min
Setting up and utilizing custom properties in Roster allows brands to collect specific information from ambassadors and manage data efficiently. These properties can be used in application forms, to filter contacts, or internally within the Roster platform. By customizing the information you collect, you can easily search and filter contacts based on custom properties, improving the ability to manage ambassadors effectively. This guide will walk you through accessing, creating, and managing custom properties in Roster.
Step-by-step instructions
Navigate to the properties page
- Click on your brand logo in the bottom of your left hand navigation
- Select Brand settingsand click on Custom propertiestab
Edit an existing custom property
- Click Edit next to a custom property to see its details.
- Review or modify the field type, public label, and internal label.
- Decide if the property should be searchable in contacts or pinned to the contact drawer.
Add a new custom property
- Click Add Property.
- Select the field type from the following options:
- Date - The date property accepts any date as input. This is useful when you need to collect and filter by a date value, such as when an ambassador did or earned something like an industry certification. Date properties can be used as a filter the Contacts search page.
- Multiple Choice - The multiple choice property displays all the options in a list with radio buttons, much like a multiple choice test question. This is useful when there is a small number of options from which you want the user to select. Multiple choice properties can be used as filters on the Contacts Search page.
- Short Answer - The short answer property allows the user to enter a value up to 50 characters in length. This is helpful when you want free-form but limited responses from users. Short answer properties can be used as filters on the Contacts Search page.
- Paragraph - The paragraph property allows users to enter a value up to 1,000 characters in length. This type is useful when you need to collect a more detailed response from an applicant or ambassador. Paragraph properties cannot be used as filters on the Contacts Search page.
- Drop Down - The drop down property allows users to select a singe value from a drop down list of values. This is useful for when you want users to select from a long list, making the multiple choice less convenient. Drop down properties can be used as filters on the Contacts Search page.
- Checkboxes - The checkbox property allows users to select more than one answer, making it useful for collecting structured feedback when more than one answer might apply. Checkbox properties can be used as filters on the Contacts Search page.
- File Upload - The file upload property allows users to upload files PDF, JPG, and PNG files. This is useful when you need to collect information such as industry certification, tax docs, signed contracts, etc. File upload properties cannot be used as filters on the Contacts Search page.
- Save the new property.
Use custom properties in the contact drawer
- View a contact's profile to see pinned custom properties.
- Click the edit icon next to a property to update it.
Filter contacts using custom properties
- Access the contact search and click Add Filters.
- Scroll to the CUSTOM section and select a property.
- Filter the contact list by the chosen property's value.
Use custom properties in application forms
- Click Programs in the left navigation.
- Access Program settings for the desired program.
- Click Edit within the Application form section.
- Click Form questions from the left panel.
- Scroll down to the Custom Questions section.
- Add new custom questions or select from existing custom questions.
- Mark questions as required if needed.
- Note: marking a question as required is specific to the form. As such, you can use the same custom question two different programs' applications forms and one could be optional and the other could be required.
Use custom properties in ambassador campaigns
- Click to edit an ambassador campaign.
- Scroll to Ambassador Custom Properties.
- Click Add Property to select properties like t-shirt size.
- Set properties as required if applicable for the campaign.
Ambassador portal experience with custom properties
- When ambassadors log into their portal, they will see Brand questions as an item in their onboarding checklist. Any custom question that appears on the program's application form will appear in the Brand questions section.
- Ambassadors can also access the Brand questions by clicking the hamburger menu, then selecting Account settings > Brand questions
- When an ambassador joins a campaign that has custom properties, they will be prompted to answer the questions before accessing the campaign brief.
Examples of property use
Collect custom data from ambassadors such as:
- Why do you love our brand?
- Have you purchased from us before?
- What is your favorite food?
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!