Step 3: Emails

3 min

Campaign emails are an essential component of engaging and informing ambassadors throughout the life cycle of a campaign. Roster provides a set of six pre-built campaign emails that you can customize to suit your brand's messaging and communication style. It's important to review and personalize these emails to maintain consistency with your brand tone and to effectively convey important campaign details to your ambassadors. Below is a guide on how to manage campaign emails within Roster.

Step-by-step instructions

Review the pre-built campaign emails

Navigate to the Emails section as part of the campaign creation process.

Familiarize yourself with the six types of campaign emails available:

Campaign preview

Campaign invite

Reminder to join

Reminder to finish

Thank you email

Note that the timing of the campaign preview email depends on the campaign publish date versus the start date.

Customize the campaign preview email

Choose the sender and modify the subject line as needed.

Edit the email content to align with your brand messaging, including adding placeholders for personalized information such as the ambassador's first name, brand logo, and discount codes.

Decide whether to include a magic link. This is not necessary for the campaign preview email.

Customize other campaign emails

For each subsequent email (e.g., Campaign Invite, Reminder to Join), edit the subject and body content to enhance engagement and the relevance of your brand.

Adjust the delay settings for the Reminder to Join and Reminder to Finish emails if needed.

Ensure that all emails reflect your brand's tone and apply consistent branding by adding your brand logo, header image, and header color across all emails.

Manage email settings

Determine whether to enable or disable each email based on your campaign requirements.

The sign-up confirmation email is optional and can be turned off if desired.

Adjust delay timings for the Thank You email, ensuring it is sent at an appropriate time post-campaign completion.

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!