---
title: Step 2: Campaign Brief
slug: step-2-campaign-brief
description: Building a comprehensive campaign brief in Roster is a crucial step in effectively engaging your ambassadors.
docTags: 
createdAt: 2024-12-11T23:34:49.494Z
---

Building a comprehensive campaign brief in Roster is a crucial step in effectively engaging your ambassadors. This step involves creating clear and detailed information about your campaign that is visible to ambassadors, ensuring consistency with your brand's tone and messaging. The campaign brief includes elements such as campaign overview, sharing links, customizable properties, requirements, rewards, style guides, and terms and conditions. This document will guide you through crafting each part of the campaign brief to align with your campaign goals and brand identity.

***

## Step-by-step instructions

::::WorkflowBlock
:::WorkflowBlockItem
### Define campaign title and overview

1. Enter a suitable `campaign title` that will be visible to ambassadors.
2. Edit the `campaign overview` to align with your brand tone and messaging.
   - Highlight immediate perks, ambassador expectations, and joining instructions.
:::

:::WorkflowBlockItem
### Add sharing links and discount codes

1. If Smart Links are not enabled:
   - Use the `link` section to provide specific links for ambassadors to share.
2. Create specialized `discount codes` for ambassador-specific sales.
   - Note: Non-Shopify users must manually import these codes.
:::

:::WorkflowBlockItem
### Set header image and custom properties

1. Choose or upload a `header image` (1200 x 600 pixels recommended).
   - This can be a marketing image or your logo.
2. Add `custom properties` for ambassadors to fill out before joining the campaign.
   - Use `manage properties` to create additional custom properties.
:::

:::WorkflowBlockItem
### Establish campaign requirements

1. Select the types of `social actions` (e.g., Instagram post, Tiktok video) ambassadors must complete.
2. Choose `add option` to allow for interchangeable actions or `add activity` for required additional actions.
3. Set `approval method` to manual or automatic.
   - Recommend setting to manual to review posts before rewards.
4. Toggle any challenge to `optional` if not mandatory for completion.
:::

:::WorkflowBlockItem
### Configure rewards and style guide

1. Decide on `reward types` such as points, discount codes, cash rewards, or product rewards.
   - Use automated product rewards with Shopify; else, opt for manual/custom rewards.
2. Detail your `style guide` for visual elements, messaging, and required tags.
   - Include mood board images and campaign do's and don'ts.
:::

:::WorkflowBlockItem
### Finalize terms and conditions and preview

1. Enable `terms and conditions` to require ambassador agreement before joining.
2. Use the `preview page` to review the ambassador's perspective of the campaign including overview, requirements, guidelines, and rewards.
:::
::::

***

## 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!