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 video walkthrough video transcript this is a transcript from the loom video walkthrough \[00 00] hello! in this video we are going to be going over high level how you can set up a program in roster \[00 06] first thing you're going to do is visit the programs tab on your left hand side here, and then up here you can either select a new program or possibly duplicate from one that you already have \[00 16] if you were to select a new program you can choose from one of our program templates, um, and you can see the features here, so what they might include \[00 24] um, and go ahead and use these templates, or you can choose to create one from scratch as well if you do choose to do this, it's going to pop open this asking you to create a name, so we could say, um, family and friends program, maybe? \[00 39] we can give it an emoji and a number, or a color if we would like, and then we can go ahead and hit create \[00 46] then it's going to take us into our settings of the program recruitment is going to cover applications, the approval process, and any emails that go out as soon as they are accepted, and throughout the application process \[00 58] discounts is going to cover a personal discount code this is for the ambassador themselves, so if you want to give an ambassador maybe a 15% off one use discount code for being accepted to the program, this is where you could add something like that \[01 12] the campaign section is going to prompt you to create a welcome campaign or select from a campaign you already have so that ambassadors are immediately invited to something welcoming them into the program the area down here is going to show, um, any additional campaigns that are on autoed, so any campaigns \[01 27] that the ambassador will also be invited to once they're accepted into the program referrals is going to cover smart links, shareable discount codes, and your referral rewards \[01 36] and point rewards, um, as well as any ambassador portal settings that you want to toggle on or off and then finally, integrations \[01 44] this is going to, for shopify brands specifically, this is where you're going to see some options to tag shopify customers, create new customers within shopify, and do any resyncing you might want to do \[01 55] then you'll also see an area for translations in weglot um, if you are looking to use our translations, you can refer to the document, um, in our help portal or reach out to your csm \[02 04] and then finally, you're going to see your program key as well this is going to be the key that you are going to use when you're integrating with any third party sites such as klaviyo or things like that \[02 14] um, and all these areas do have learn more that's a little bit about program setup thank you 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 docid\ eqv ibdy7x4u eib6ymo8 for details on setting up the application form, approval processes, and email communications for accepted ambassadors see personal discount settings docid\ y k w9z2m e3hcxtwvz4w for details on adding personal discount codes for ambassadors, e g , 20% off personal orders see welcome campaign settings docid 1cq ivy9zackea0nibfy7 for details on adding a welcome campaign for new ambassadors see referral settings docid\ m9u vgnqurpevfrzliwpt for details on configuring smart links, shareable discount codes, referral rewards, and ambassador portal options on the integrations tab see shopify sync settings docid\ vigkwga4otvreis30raw9 for details on syncing ambassadors to shopify as customer records see multilingual translations via weglot docid\ dk84wjojcsbegw2vubklj 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 support\@getroster com mailto\ support\@getroster com we're here to help!