Welcome campaign settings
4 min
Welcome Campaigns serve as an essential starting point for any ambassador program on Roster. They are designed to help ambassadors get acquainted with the platform, set up their accounts, and understand the brand's expectations. With a Welcome Campaign, ambassadors can connect their social media profiles, complete their payment information, and answer any brand-specific questions. This process ensures ambassadors are adequately prepared to engage and succeed in your program.

Step-by-step instructions
Access the Welcome Campaign
- Navigate to the Programs tab in the Brand Portal.
- Select the settings for the specific program you want to create a Welcome Campaign for.
Navigate to the Campaigns tab
- Click on the Campaigns tab.
- You'll see two sections:
- Welcome Campaign section: Here, you can create a new draft Welcome Campaign, use a template, or select a pre-created campaign.
- Additional Auto-add Campaigns area: View other campaigns that have the auto-add feature enabled for ambassadors.
Create or edit a Welcome Campaign
- Click Create a draft to start a new Welcome Campaign, or select an existing campaign to edit.
- In the draft mode, customize the campaign by including steps such as:
- Connecting social media accounts.
- Adding payment information.
- Completing any brand-specific questions.
- Introducing the program and outlining expectations.
Finalize the Welcome Campaign
- After editing, ensure all necessary components are included for a smooth onboarding.
- Save the campaign as a draft or publish it to begin onboarding your ambassadors.. We're here to help!

Best Practices
Review the best practices for successful welcome campaigns here: Welcome campaigns
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!

