Manually add contacts to a Program

manually adding contacts to a program in roster allows you to strategically assign contacts to specific programs at your preferred timing this is particularly useful if you want to prepare for a program launch by importing contacts in advance without immediately enrolling them once you are ready to activate these contacts, you can easily add them to the desired program and ensure they receive the necessary notifications to access their ambassador portal step by step instructions import contacts and prepare for program assignment import your contacts into roster using a csv file note that upon import, contacts are not automatically added to any program, allowing you to import contacts without immediate program enrollment filter contacts to add to the program navigate to the contacts section in roster use the search or filter option to find the tag associated with the contacts you wish to add, such as previous ambassadors select all contacts that match the tag add contacts to the desired program click add to program and select the appropriate program, such as ambassadors ensure that the "manually added to program" email notification is enabled go to program settings turn on the email notification for manually added contacts confirm the selection and proceed to add the contacts to the program confirm contacts have been added and notified once added, contacts will receive an email notification, granting them access to their ambassador portal via the magiclink monitor the process for completion, especially if adding a large number of contacts contacts will now receive campaign emails and can begin participating in actions or accessing referral links according to your program setup 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!