Recruit existing customers
Your existing customers are often your best ambassadors: they already know and love your products. This guide covers how to invite the people on your customer or email list to apply to your program. You share your application form with them, they apply, and you approve the applicants you want.
If instead you already have a list of confirmed ambassadors you want to add directly (for example, when moving from another platform), see Import existing ambassadors. That flow adds people straight into a program and skips the application step.
Before you begin
- Make sure your program's application form is set up the way you want it (branding, questions, approval process, emails) in the Recruitment tab. See Recruitment settings.
- Decide how applicants are approved: manually (you review each one) or automatically (approved on submission).
- Only send to customers who have agreed to hear from you. Follow the marketing and consent laws that apply to your business.
Step-by-step instructions
Get your application form link
- Navigate to the Programs tab on the left-hand menu.
- Select the program you want to recruit into and click Settings.
- Open the Recruitment tab.
- Click Copy Form Link to grab a direct URL to your application form.
Send the link to your customer base
- Paste the application form link into whatever channel you use to reach your customers:
- An email campaign or newsletter (for example, Klaviyo, Mailchimp, or your Shopify email tool).
- An SMS campaign.
- A social media post, story, or bio link.
- Write a short message explaining the perks of joining, then link the words to your application form. Anyone who clicks lands on your branded form and can apply.
Or embed the form your website
- In the Recruitment tab, click Copy Embed Code.
- Paste the code onto a page on your website.
For the full walkthrough, see Embed an application form.
Review and approve applicants
- Review incoming applications and approve the ones you want. (If you chose automatic approval, applicants are added as soon as they submit.)
- Approved applicants receive your "Application approved" email and become ambassadors.
For more detail, see Manage applicants.
Recruiting through Klaviyo
If your customer list lives in Klaviyo, you can send your application form link in a Klaviyo email or SMS campaign like any other link. Connecting Klaviyo is not required just to share the form.
Connecting Klaviyo adds separate benefits once people become ambassadors: it syncs your Roster ambassadors into Klaviyo and lets Roster events (such as being added to a program) trigger Klaviyo flows. See Connect Klaviyo to Roster and Klaviyo email & SMS consent.
Tips
- Lead with the benefit (discounts, commissions, free product, early access) before you ask them to apply.
- Keep the form short. Fewer required questions means more completed applications.
- Test the link before you send.
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!