Manual product & custom rewards overview
3 min
Manual product rewards and custom rewards are a flexible way to incentivize ambassadors in Roster, whether they are completing campaigns, joining campaigns, or unlocking milestones. Unlike automated rewards available for Shopify brands, such as discount codes, store credit, and automated product fulfillment, manual product rewards and custom rewards allow brands to define and fulfill rewards outside of an automated system. Roster provides tracking, visibility, and workflows to ensure ambassadors receive their rewards promptly.
Step-by-step instructions
Create a custom or manual product reward
- Navigate to the Milestones or Campaigns section in Roster.
- Click Edit on an existing milestone or campaign, or create a new one.
- Under the Rewards section, choose Add Reward.
- Select either Custom Reward or Manual Product Reward.
- Fill in the details:
- Click Save to apply the reward.
Track and manage reward fulfillment
- Navigate to the Rewards tab in the relevant milestone or campaign.
- Identify rewards marked as Needs Fulfillment.
- Click on a specific reward to open the fulfillment drawer.
- View ambassador details, including name, email, unlocked milestone, and reward information.
- Copy the ambassador’s shipping address to fulfill the reward outside Roster if needed.
Mark a reward as fulfilled
- Once the reward has been sent or granted, click Mark as Fulfilled.
- The status will update instantly for the ambassador and your team.
- If necessary, filter rewards to see only those marked as Fulfilled.
- To revert a fulfillment, click Undo Fulfillment to return it to Needs Fulfillment status.
Use bulk fulfillment and exports
- Navigate to the Rewards tab.
- Click Export to download a CSV file containing ambassador and reward details.
- Use the CSV to coordinate fulfillment with your team or fulfillment center.
- After fulfilling multiple rewards, use Actions > Mark as Fulfilled to update statuses at once.
Mark a reward as "Won’t Fulfill"
- Locate the reward in the Needs Fulfillment tab.
- Click Mark as Won’t Fulfill if the reward will not be issued (e.g., ambassador removed from the program, out-of-stock product).
- Use the filter option to review rewards marked as Won’t Fulfill.
View and manage all rewards in Roster
- Click More > Rewards in the main left-hand menu.
- Review all product and custom rewards that have been created in your Roster account.
- Click into a specific reward to see all the reward instances and for more details and fulfillment options.
Need help?
If you have any questions or need assistance, please reach out to our customer success team at s[email protected].