Step 5: Review & Publish

3 min

Reviewing and publishing your campaign is the final step in the campaign creation process on Roster. This crucial phase allows you to review all campaign elements, make any final adjustments, and then publish the campaign to go live. During this step, you can confirm the campaign type (invite-only or public), check the campaign details such as name and description, and verify the activities ambassadors need to complete to earn the rewards. Additionally, you can preview how the campaign will appear to ambassadors and review member and email details before officially going live.

Step-by-step instructions

Review campaign details

Navigate to the final step of creating a campaign.

Verify the campaign type (Invite Only or Public), name, description, and activities required for ambassadors.

Preview the ambassador view

Click Preview Page to see how the campaign will appear to ambassadors.

Ensure that all details, such as rewards and requirements, look correct.

Add any final rewards

If required, add any final rewards to the campaign to confirm the setup.

Confirm that these rewards are accurately displayed in the preview.

Finalize and publish the campaign

Double-check all campaign details, including member count and email content (optional).

Click Publish to set the campaign live. The status will change from Draft to Published and Active.

Monitor the campaign's duration and participant numbers as it progresses.

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!