Programs overview
3 min
programs in roster help you segment specific groups of individuals, like ambassadors and influencers, to reward and interact with them differently this article explains what programs are, where to find them, how to manage them, and the key features available to help you organize your ambassador initiatives effectively step by step instructions access programs in roster navigate to the programs tab in the left hand menu view the list of all active programs, along with the following columns pending applications the number of individuals awaiting approval to join the program nominated applications the number of individuals who have been nominated but haven’t accepted yet total members the total number of active members in the program manage individual programs click the three dot menu ( ) next to any program to access management options duplicate create a copy of the program, including all its settings archive move the program to the archived tab, removing it from the active view without deleting any data delete permanently remove the program and its data to access archived programs go to the archived tab within the programs section create a new program click the new program button in the top right corner choose between using one of roster's templates, designed for common use cases like ambassadors or influencers creating a program from scratch, allowing for full customization explore the program level dashboard click on any program name to open its program level dashboard use the dashboard to view a customizable snapshot of program stats and metrics rearrange or change the displayed data cards to suit your needs adjust the date range at the top of the dashboard to analyze performance over different periods export program data for further analysis to edit program details, click the settings button on the dashboard to access the program settings page need help? for more details on setting up and managing programs, check out our program setup guide # if you have any questions or need further assistance, reach out to us at support\@getroster com mailto\ support\@getroster com let me know if you'd like any adjustments!