Step 1: Campaign Details
3 min
Creating a campaign in Roster involves several internal steps to ensure that your brand's ambassador program runs smoothly. Step one focuses on defining the campaign details, which include everything that is internal to the brand such as the campaign name and description, as well as setting the campaign's duration, including the publish, start, and optional end dates. These settings control how and when ambassadors can view and participate in the campaign. Below is a detailed guide on how to configure these settings effectively.
Step-by-step instructions
Define the campaign's internal details
- Enter a Campaign name which will be visible only to your team and not to the ambassadors.
- Provide a Campaign description for internal use, adding any brand-facing details that you want your team to know.
Set the campaign duration
- Determine the Publish date:
- This is when the campaign will be visible to ambassadors.
- It defaults to 12:00 but can be adjusted to a different time.
- Choose the Start date:
- Ambassadors can start completing tasks or challenges from this date onward.
- Note: The time cannot be specified for the start date, only the date.
- Optional: Set an End date for the campaign:
- The end date is flexible and can be changed later even if the campaign is ongoing.
- Setting an end date will allow viewing what the entire campaign timeline looks like in the preview.
Set a join by date (optional)
- Under the campaign duration, choose how long ambassadors can join the campaign:
- No join deadline (shown as Join up until end date when an end date is set): ambassadors can keep joining for the life of the campaign.
- Join by: reveals a date picker so you can set a deadline.
- Pick the Join By Date. After this date, **no additional ambassadors can join this campaign**. Ambassadors who have already joined are not affected and can keep working on their deliverables.
- If the campaign has an end date, the join by date must fall on or before it.
- Once the join by date has passed, the campaign shows a Join closed label and the campaign is no longer open to new participants.
Finalize the campaign duration
- Confirm the Publish date, understanding that once the campaign is published, this date cannot be modified.
- Verify the End date, which can be added or adjusted later if the campaign initially does not have one.
- Review the time zone settings to ensure they match your local time zone.
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!