MILESTONES
Ways to earn points
4 min
earning points in roster is a great way to reward your ambassadors for their engagement without relying on direct payments ambassadors can earn points through referrals, completing actions, and joining campaigns—all of which help them reach milestones you have the flexibility to assign points automatically or manually, making it easy to tailor your program to fit your goals video walkthrough video transcript this is a transcript from the loom video walkthrough \[00 00] hello, in this video we are going to be reviewing the different ways that you can set up ways for ambassadors to be earning points throughout the roster program \[00 10] so the first one we're going to look at is going to be referral points you can find the referral points within the program settings, within the referrals tab, and then we're going to scroll down to referral points right here \[00 22] what this essentially means is that instead of a dollar amount commission, you can offer referral points you can also do both \[00 29] referral points, instead of providing a dollar amount kickback, they will provide a point kickback that plays into the milestone series \[00 35] the setup is going to be very similar here you have the choices to do a fixed amount, percentage of sale, or tiers, similar to the commission method as well \[00 45] you can also add overrides here, but this is a way that you can also offer your ambassadors points to unlock different things from the milestone series, and just one way of adding, um, achievable points throughout the system \[00 57] the second is going to be through actions so ambassadors can earn points by completing actions if we scroll down when we're setting up something, we can go down to the reward points here and select the point value or choose the custom value \[01 12] that we want to provide this action to be of um, this can be, you know, depending on how urgent it is, depending on how quickly you might need things, depending on how much activity you want on something, you might consider boosting the point value \[01 26] but typically brands will have something structured where instagram stories are typically worth between maybe 10 to 15 points, um, instagram reels are worth 15, so on and so forth \[01 37] um, to see more about that, you can refer to one of our guides that will be linked in this article \[01 42] and then the last way that ambassadors can earn points is going to be by joining or completing campaigns so campaigns are a little bit different than actions because we can provide other rewards \[01 53] so points is just one layer of the rewards we can tie to campaigns when we select points as a option, for the rewards at a campaign level, we'll see that we have the option \[02 03] we can do it for joining the campaign or for completing or maybe both some brands might give 50 points for joining and 50 points for completing for a total of 100 points, whatever it might be \[02 14] here you can select the point value, hit save, and then our system will distribute those points as soon as they have completed this campaign \[02 22] same thing with actions, as soon as they have completed the action or their submission has been approved, they will automatically receive the points \[02 29] with referral commission, or with referral points, you can choose to have auto approval on, so that means as soon as our system recognized that point value, we automatically approve it and apply it to their account \[02 41] or you can switch to manual, which then you would have to go through and automatically, or manually approve any points that come in \[02 48] you can also find your points within the referral rewards here in the reward value over here, you'll be able to see whether or not it's points or a dollar \[02 55] you can also use the filter area here into type and just select points, so you're only looking at the points value when you're in referral rewards \[03 05] those are the three areas that you can add points, um, and automatic points as well for additional guides and insights, be sure to check out the other material we'll have in this article \[03 14] thank you step by step instructions set up referral points navigate to program settings and click on the referrals tab scroll down to referral points to configure the settings decide between offering a dollar amount commission, referral points, or both choose between a fixed amount, percentage of sale, or tiered system for point allocation use overrides to customize point distribution for specific cases award points for completing actions set up an action within the program scroll down to reward points to determine the point value for completing the action decide whether to use a standard point value or customize it based on urgency or desired activity levels for example, instagram stories might be worth 10 to 15 points, while instagram reels could be 15 points allocate points for campaign participation set up a new campaign or edit an existing one choose from different reward options, including points, at the campaign level determine whether points will be awarded for joining, completing, or both example 50 points for joining, 50 points for completing, totaling 100 points set the specific point value and click save points will be automatically distributed upon campaign completion manage point approval and view point records decide if referral points should be auto approved or manually approved auto approval will apply points automatically when conditions are met manual approval requires reviewing and manually approving points to view point records, go to the referral rewards section use the filter to select points to focus on point values only 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!