Program setup
Setting up a program in Roster is simple and customizable, making it easy to manage your ambassadors. You can start from scratch or duplicate an existing program, using built-in templates to fit your needs. Whether you're focusing on recruitment, campaigns, referrals, or integrations, you can tailor every section to create a seamless ambassador experience.
Roster also gives you the flexibility to set up discounts, smart links, and referral rewards to keep your ambassadors engaged and motivated. Plus, with integrations like Shopify and Klaviyo, you can extend your program’s capabilities even furth
Step-by-step instructions
Create a new program
- Navigate to the Programs tab on the left-hand menu.
- Choose to Create New Program or Duplicate an existing one.
- If creating a new program, select from available templates or start from scratch.
- Enter a name for the program, e.g., "Family and Friends Program."
- Optionally, add an emoji, number, or color for easy identification.
- Click Create to proceed.
Configure program settings
- See Recruitment settings for details on setting up the application form, approval processes, and email communications for accepted ambassadors.
- See Personal discount settings for details on adding personal discount codes for ambassadors, e.g., 20% off personal orders.
- See Welcome campaign settings for details on adding a welcome campaign for new ambassadors.
- See Referral settings for details on configuring smart links, shareable discount codes, referral rewards, and ambassador portal options.
- On the Integrations tab:
- See Shopify sync settings for details on syncing ambassadors to Shopify as customer records.
- See Multilingual translations via Weglot for details on adding multilingual support to the application form and parts of the ambassador portal.
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!