Welcome campaign settings

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 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 welcome campaign to access the welcome campaign, you're going to go into your programs tab, and you're going to hit the settings of the program you want to create a welcome campaign for \[00 13] then you're going to head into the campaigns tab right here, where you're going to see two different sections first is going to be the welcome campaign section, where you're going to have the option to either create a new draft welcome, from a template, or you can select from a pre created campaign \[00 28] underneath that, you're going to see the additional auto add campaigns area this will show you any of those campaigns that you do have the auto add feature on, so it'll show you a list of campaigns that the ambassadors will also be invited to beyond the welcome campaign \[00 44] so here, again, you can hit this button to create a draft, you can do it you can to edit it here, which it will take you into the, um, the draft mode of the campaign, where you can begin to edit it as you would a typical campaign now, for the welcome campaign, most brands will use this as a way to \[01 01] get ambassadors' accounts ready so, we'll ask them to, uh, connect their social media accounts we'll ask them to connect their payment info \[01 11] so maybe we answer some brand questions, essentially walking the ambassadors through any of those initial account setup steps you want to make sure that they're getting done, as well as kind of explaining a little bit about your program, what they can expect, uhm, and kind of giving them some clues \[01 27] as to what they can expect throughout the program uhm, for additional welcome campaign tips and tricks, please refer to the document that's linked here \[01 35] thank you bye bye 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 docid\ gxil76sabm3zxd7gj0 w 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!