Welcome campaigns
A strong Welcome Campaign sets the stage for your ambassadors and gets them excited about your program. This is where you introduce them to your brand, share expectations, and guide them through key setup steps like connecting social accounts and adding payment info. It makes onboarding seamless and ensures they’re ready to start engaging right away. You can set up or customize your Welcome Campaign in the program settings under the campaign tab. There, you'll also find templates and style guides to make it fit your brand perfectly.
Step-by-step instructions
Access the Welcome Campaign
- Navigate to Program Settings in the left-hand navigation menu.
- Click on the Campaigns tab to view the campaign options, including the Welcome Campaign.
Create or select a Welcome Campaign draft
- Choose an option for creating your campaign:
- Click on Create Draft to start a new Welcome Campaign.
- Or select from the list of existing campaigns if you've already created one.
- Additional campaigns to which ambassadors are assigned will be displayed below your selected campaign.
Customize the Welcome Campaign
- Review the existing campaign draft provided.
- Adjust the content according to your brand's identity and focus:
- Consider following the draft style guide to maintain consistency.
- Ensure that the welcome message is inviting and clearly outlines the program's perks and guidelines.
- Emphasize critical setup steps for ambassadors:
- Connect social media accounts.
- Set up payment information.
Finalize and deploy the Welcome Campaign
- Ensure that the campaign clearly communicates the next steps for new ambassadors.
- Highlight essential connections and setups needed to start their ambassador journey effectively.
- Save and publish the campaign when you are satisfied with the content.
Best Practices:
Checkout THIS document for tips, tricks, and best pracitces when it comes to welcome campaigns!
Checkout THIS document for a sample Welcome Campaign, Style Guide, and Campaign Invite!
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!