Roster product updates and enhancements
We are continually sweetening the Roster Platform. Stay informed on the latest and greatest product updates with this ongoing index of innovations and enhancements.
April 2023
Auto-add Campaign Participants
Introducing Roster’s new feature – adding entire programs to campaigns instead of just individual contacts. This is similar to the functionality in actions and milestones.
- Automatically add new program members to ongoing campaigns
- Simplify your campaign creation process by using the "auto-add" program feature
- Ensure all relevant contacts are included in your marketing efforts
- Streamline campaign management and save time
Toggle the “auto-add” button, and Roster will automatically add/remove participants based on their program membership.
Personal Codes in Emails
Boost your program’s engagement and personalized communication with Roster’s newest feature! Now you can automatically remind ambassadors about their personal discount code in emails.
Add a dynamic placeholder to email templates that pulls in the program-level personal discount code for a specific contact, making it easy for them to use the code. Personalize email templates with a message specific to the contact and their personal discount code.
Use the Contacts List program filter to quickly find contacts who are part of a specific program and have access to the personal discount code.
Archive Actions
Now actions can be archived! Quickly access all the actions you have archived as needed . Stay clutter-free with a clear overview of both ongoing and completed actions.
March 2023
Time Just Got Better: Announcing Our Upgraded Timelines!
Get ready for a crystal-clear view of your contacts’ activity history with our enhanced contact timeline. Gain in-depth insights like never before! The contact timeline offers easy filtering to see specific activities, such as emails, opens, clicks, and content previews.
You can also see grouped daily activities for a snapshot of a contact’s interactions. Moreover, the timeline includes multiple activity types, such as campaigns, actions, milestones, points, referrals, payments, and personal orders.
With better engagement tracking, you can optimize communication and achieve better results for all your programs.
Email Opens and Clicks
Included in the updated contact timeline is the ability to see which emails a contact has opened and the links they clicked. This is a great way to understand engagement.
You can even view the email directly from the contact’s timeline.
Enhanced Campaign Management
Get a better handle on your campaigns with the latest from Roster. With this new feature, you can now easily view and track participant statuses within your campaigns.
It’s now easier to see how participants are doing in campaigns, so you can keep track of their progress and manage things better. Also, you can now keep an eye on how far participants have come in a campaign, which helps you manage things more efficiently and effectively.
Team Member Campaign Sorter
Quickly find all the campaigns created by specific team members with the new sorting feature!
- Sort campaigns by team member
- Get inspired by successful campaign creators
- Analyze campaign designs and strategies for valuable insights
- Replicate successful campaigns across regions and countries
- Stay updated on global program campaigns
- Ensure program consistency
Points at a Glance
Easily view lifetime and milestone points on the Contacts List page! The improved view makes it a breeze to keep an eye on and understand participant engagement.
- See total Lifetime Points earned by each ambassador
- View the points earned within the current Milestone Series
- Sort and filter contacts based on points
Also, you can now monitor participant progress and performance in the Milestone Series page.
Ambassador Submissions
Ambassadors can now delete images that are “pending approval” and quickly resubmit a new one. This gives them more control over submissions.
🔧 Improved Campaign Page Loading
For brands with lots of campaigns, loading was slow. Fortunately, our engineers did their magic, and now the page loads lightning fast!
February 2023
One-off Referral Rewards
Expand your rewards offerings with a new one-off referral reward option in Roster. In addition to the original commission reward, you can now choose to reward your community with one-time points.
This update also includes the convenient feature of automatic approval upon saving. The outcome of this update is a more efficient rewards process. Fewer manual steps are required, saving you valuable time and effort.
New Ways to View Rewards & Details
Roster just made it even easier for you to manage all of your rewards in one convenient place. With the new “Rewards” option in the Roster menu, you can now easily view the following:!
- Each reward by name
- Reward type
- Fulfillment status
- Specific ambassador rewards
- Manual product rewards
- Custom rewards
- And soon… automatic product rewards
It’s all available in one easy-to-use location!
Change It Up: Edit Action Points
Roster is happy to announce that our platform now allows you to modify reward points for actions–even after they have been published. It’s important to note that changes made to the points will not affect past action submissions. However, any future action submissions will reflect the updated point value.
The update to actions will provide greater flexibility for users, allowing them to tailor their reward program according to their preferences and make any necessary changes along the way.
We’re excited to see how this update will help our users achieve their goals and make the most of their reward programs.
Re-use Existing Discount Codes
Roster has streamlined the process of managing discount codes, making it easier for brands to reward their ambassadors.
Instead of creating new discount codes for other campaigns, milestones, or programs, the new feature allows you to select and link existing codes.
Program managers save time and are able to reuse your favorite reward codes, making the process more efficient and convenient. With this update, you can easily manage your discount codes and ensure your campaigns run smoothly.
New APIs for Reward Templates
We’re excited to announce that our REST API is better than ever! Five new endpoints enable even more exciting customization and optimization of your programs.
Many companies have already discovered the benefits of combining the Roster API with their own tech stack to create unique and engaging experiences for their communities.
Unleash the full potential of your ambassador programs with Roster’s API.
Check out all the Roster’s API endpoints.
🔧 FIX: Auto-captured IG Reels Applied as IG Post Actions
With our latest improvement to the handling of Instagram Reels, you can now rest assured that ambassadors will receive proper recognition for their content. In some instances, automatically captured Instagram Reels were accidentally categorized as Instagram posts.
This update will guarantee the smooth and efficient running of your campaigns and actions, ensuring that ambassadors are rewarded accurately and effectively. So, sit back, relax, and let Roster take care of the rest.
2022...
A Year of Breakthroughs, Innovation, and Adventure!
December 2022
Referral Links
Roster has enhanced its platform by adding a remarkable feature: the ability to edit referral links within the brand ambassador portal. This update is a major boon to the Roster platform, giving ambassadors the ability to customize their referral links and discounts as needed.
This technology gives ambassadors the power to tailor their links to fit their marketing strategies and get more referrals. Creators can customize coupons and discounts to give their fans an exclusive experience. The streamlined process of changing referral links in the portal makes things simpler and more efficient for ambassadors.
Editable Referral Links
For instance, an ambassador named Miranda can make her discount code even more special by personalizing it with her own unique spin. She can create a memorable code like “Miranda25%off” to share with her friends and family, which offers a 25 percent discount.
This way, Miranda can ensure her fans benefit from her role as a brand ambassador while also putting her own personal touch on the code.
Hide Referral Links
The referral section in the ambassador portal can be entirely hidden, or just the referral link can be hidden. This gives brands the option to remove the the referral link section keeping it private and secure. You can toggle the referral links on and off as desired, allowing you to keep the section visible or hidden as needed.
Export Referral Rewards
Most of the time, brand advocates get rewarded for bringing in new customers, and now companies can export reward data in a CSV file. Program managers can better share information with other parties involved if they have the tools to export and manage files.
Also, marketers may easily modify the rewards for referrals sent to their advocates by using CSV files. All in all, this makes sure that their contribution is appropriately rewarded.
Roster API 2.0
Roster released a new API version with 5x the number of endpoints designed to bring more features, better performance, and improved security to applications. With the latest version, brands can take advantage of a host of new features that make it easier to create, manage, and deploy applications.
Nerd Stuff
November 2022
The Next Generation of Sales Attribution is Here
Introducing a major upgrade to our Roster platform for even better attribution. Enjoy even faster and more accurate sales attribution.
For influencer marketers, this means you’ll be able to more accurately track the impact of your campaigns and make data-driven decisions to optimize your strategy. Say goodbye to guesswork and hello to improved ROI.
Discount Rule Details: Now in Full View
Transform your discount rule management with our latest Roster update, where you can easily unlock the power of your discount rules and view their specifics with ease. With our latest Roster update, you can now effortlessly view the specifics of each discount rule. Get a complete breakdown of each discount rule, including triggering criteria, discount amount, and other relevant details.
Experience clarity and convenience like never before. Quickly see the details of discount rules at a glance, making it easier to understand how they’re being applied and their impact. Say goodbye to confusion and frustration – now you can clearly understand your discount rules and find them with ease!
Get a Sneak Peak at Upcoming Rewards
Get ready for a thrilling upgrade to our Roster product! Your ambassadors can now keep track of their progress toward earning rewards and see what’s coming up next.
With this new feature, they can view their upcoming milestones and campaigns and see what rewards they can earn. For seasoned ambassadors and new program members just getting started, this update will take your community experience to the next level.
Nerd Stuff
October 2022
Roster on Shopify App Store
We’re excited to announce that Roster is now available in the Shopify app store! (apps.shopify.com/roster)
Our app provides a simple and efficient way to manage brand ambassador programs, making it easier than ever to stay organized and on top of your tasks.
Create a brand ambassador community. Engage your most passionate fans to drive awareness and sales.
Roster’s ambassador marketing platform enables brands to scale word-of-mouth, driving greater brand awareness and sales with lower costs and less time commitment. Tools include ambassador recruitment, social campaigns and actions, ambassador portal and communication software, reward fulfillment and payments, collection and organization of UGC, and program performance reports and analytics.
RECRUIT. Discover & grow your ideal community with a suite of recruiting tools.
ENGAGE. Professional campaigns to generate UGC & drive brand awareness.
REWARD. Motivate & incentivize ambassadors with rewards & payments.
MEASURE. Optimize influencer marketing with engagement data & ROI reporting.
Nerd Stuff
September 2022
Delivering Magic!
Auto-capture Instagram Reels
Nerd Stuff
✅ Ability to seed recurring referral data for a brand 🌱
August 2022
Ready…Action!
Finally, solving the ambassador engagement problem just got a whole lot easier! Roster just launched the ambassador marketing industry’s most anticipated feature—ACTIONS.
Actions are a great way for creators and ambassadors to stay engaged! They’re simple to set up and should only take a few minutes to complete. Although they require a fraction of the work, actions have the potential to make a big difference.
Get creative and have fun with your actions—the possibilities are endless!
Action Templates
With this feature rollout and product update, Roster has 55 Action templates ready to customize and launch. Examples of Actions include taking pictures with a product and posting them to social media, or creating a video review of a product. By completing Actions, brand ambassadors help to spread awareness and generate enthusiasm for the brand or product.
How Actions are being used in the wild…One of Roster’s beta-testers, TrueLeafMarket, is using Actions in some pretty creative ways.
• Announce that you’re an Ambassador!
• Text a friend
• Brand testimonial
• What’s one of your hobbies?
• Subscribe to our newsletter
• Pin & comment on our Pinterest post
• Bring a friend into the community
• Review your favorite product
• Like & comment on our Instagram post
• Happy Father’s Day Instagram Story
Learn much more about Actions how to them and why.
July 2022
Wooly Is Now Roster!
Previously, all entries automatically met campaign requirements. And so, brands occasionally incentivized low-quality submission. Now you make the decision.
As brands gain confidence with ambassadors and the content the produce, they can tag their profiles for automatic approval. Untagged submissions will still queue for manual review.
When new submissions need review, don’t keep your ambassadors waiting by subscribing to Roster’s daily email notification. Wooly announced today that the company has rebranded as Roster, introduced an enhanced creator engagement platform, and raised a $6 million seed round to modernize traditional influencer marketing for e-commerce companies.
Roster has created an innovative creator engagement platform that enables online retailers to leverage their customer community and turn them into brand ambassadors – and do it at scale.
“The most powerful form of influence a brand can tap into comes from their customers – the people who use their products,” said Kyle Fraughton, CEO, Roster. “Roster helps retailers leverage their customer community to drive influence and ultimately spread word-of-mouth in an automated and measurable way. With Roster, brands can engage with customers at scale to spread influence, drive awareness, and increase sales.”
A brand’s customers are unquestionably the most authentic source to promote products and services to others. For this reason, customers are the ideal brand ambassadors. They share first-hand experience from a position of credibility and trust. Studies have found that two-thirds of Americans trust word-of-mouth referrals from family and friends because they believe the recommendation is genuine and trustworthy.
Given the rising cost of social ads and traditional pay per click marketing, ambassador programs are the next wave of effective and cost-efficient marketing. Using Roster removes many complications inherent in scaling a brand on social media and enables e-commerce businesses to build brand communities.
“Ambassador marketing has changed, and we’ve changed with it. The Wooly team is proud to announce our new brand, Roster.“ said Danny Webb, CRO, Roster. “Our energetic new look expresses our passion for helping today’s best brands Recruit, Engage, Reward, and Measure a thriving ambassador community.”
With customers that include On Running, Cotopaxi, Salomon, Blendtec, 1 800 contacts, and Specialized, Roster’s on-demand brand engagement platform helps e-commerce businesses adopt traditional influencer, ambassador, and affiliate marketing strategies to drive better impact. Roster’s SaaS model enables simple budgeting and provides a more economical solution to harness the new creator economy.
Additionally, Roster accelerates word-of-mouth marketing to capitalize on this source’s $6 trillion spent annually. CMO analysis shows that word-of-mouth generates 13 percent of all U.S. sales. According to the same research, word-of-mouth marketing generates five times more sales than paid advertisements.
As part of the company rebrand, Roster is announcing it has raised a $6 million seed round to help the company scale business operations and enhance the customer experience. Venture capital firms Grix VC, Peterson Ventures, Album VC, and Tuvalu Ventures, participated in the financing round.
For more information about how Roster empowers e-commerce companies to grow through word-of-mouth, visit getroster.com.
Read the full article: Wooly is Now Roster!
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Roster: The Future of Brand Ambassador Management
The team overhauled the existing design, user interface, and branding of the Wooly Platform to rebrand it as the Roster Platform. They aimed to give the platform a fresh and modern look to make it more appealing and user-friendly. The rebranding of the Wooly Platform to the Roster Platform represents a significant step forward in the platform’s evolution and promises to deliver a more enjoyable and efficient user experience.
Ambassador Portal Revamp
The brand ambassador portal was reimagined alongside the restyling of the Wooly Platform. The goal was to give the portal a fresh, fun, modern look and feel, making it more appealing and engaging for brand ambassadors. Additionally, the portal redesign makes it easier for ambassadors to access resources. The update features improved navigation, enhanced functionality, and a streamlined user experience.
Our Product Team Also Cranked Out…
June 2022
Klaviyo & Roster: A Power Duo!
Unleash the power of email marketing with Roster’s Klaviyo integration! We’re excited to announce the release of our seamless integration with Klaviyo, the leading email marketing platform. With just a few clicks, you can now link your Roster account to Klaviyo and utilize the power of both platforms to get the most out of your brand.
Say goodbye to transferring data by hand and hello to a faster and more efficient way to send emails to your community. Our integration allows you to effortlessly access real-time customer data, track your email campaigns, and analyze your results for maximum impact.
Nerd Stuff
April 2022
New TikTok Integration to Grow Your Brand
Roster launched a new TikTok connection to help brands capitalize on the platform’s 1 billion monthly users.
The user-friendly design of Roster’s TikTok interface enables both brands and influencers to tap into the platform’s explosive growth and global popularity.
Great for Ambassadors
Ambassadors can quickly connect their TikTok accounts using the OAuth authentication method.
NOTE: This is the same safe technique they use to link their Facebook, Instagram, and Twitter accounts.
TikTok Campaigns and Activities
To get started, create a campaign that includes a TikTok activity. Roster automatically captures videos from ambassadors who have linked their TikTok accounts. It’s effortless for brands to oversee campaign activity and completion.
Courtesy of SNO-GO
Auto-capture TikTok Videos and Metrics
Roster now collects TikTok videos for campaigns in the same way that we automatically pull in and save Instagram Stories and Posts.
Also, the number of likes and comments is recorded, helping brands acquire more precise social engagement analytics.
With over 3 billion downloads, TikTok is an ideal platform for marketers to reach a massive enthusiastic audience. Learn more about TikTok Marketing.
March 2022
More Control Over Campaign Submissions
Brands now have the option to manually review campaign activity before ambassadors get credit for completing the campaign. With this product update and enhancement, you decide whether or not content matches the requirements.
1 – If you approve the submission -> the ambassador earns points or rewards for meeting the requirement.
2 – If not, you can collaborate with the ambassador to ensure better user-generated content.
Previously, all entries automatically met campaign requirements. And so, brands occasionally incentivized low-quality submission. Now you make the decision.
As brands gain confidence with ambassadors and the content the produce, they can tag their profiles for automatic approval. Untagged submissions will still queue for manual review.
When new submissions need review, don’t keep your ambassadors waiting by subscribing to Roster’s daily email notification.
Add Multiple Social Handles to a Campaign
Streamline campaigns by adding multiple handles to the same campaign. This is ideal for brands with more than one social handle for different geographies or markets.
As more businesses expand their global presence, it’s increasingly common for participants to @mention the social handle in their specific region.
If your brand has multiple Instagram or Facebook handles connected to your account, you can select more than one handle for a campaign. Participants can mention any specified handles in the campaign brief to complete the requirement.
January 2022
Auto-capture Instagram Stories
Roster now automatically captures Instagram Stories shared by your ambassadors for campaigns! All ambassadors with Instagram Professional accounts can take advantage of this new feature.
To provide an accurate picture of campaign impressions and engagement, Roster also collects engagement data as soon as Stories expire.
Auto-captured IG Stories appear in the “Stories” tab of the campaign’s content.
December 2021
Milestone Series
Milestones, sometimes called levels or tiers, are unlocked by earning points. Advocates complete campaigns, promote brands and drive word-of-mouth sales to gain points. Upon opening a milestone, a participant receives a reward, such as discount codes, store credit, or free products.
Brands that leverage milestones optimize their ambassador and influencer marketing programs.
• Promotes partnerships rather than transactional relationships
• More enticing rewards
• Organized framework
• Far more efficient and exciting programs
• Boosts campaign participation and engagement
Everything you need to know about tiered programs: SMART-ER Brands Use Milestones ebook.
Recurring Referrals
Incentivize ambassadors with recurring commissions and points! Whether you offer subscriptions or just want to sweeten the pot, you may now reward your ambassadors and influencers with ongoing referral benefits.
Simply indicate which programs should offer recurring points and commissions. Set the duration for the rewards, and ambassadors automatically receive credit for subsequent purchases made by the same customer.
Note: Recurring rewards are based on the customer’s email address.
Apply Shareable Code Via Referral Links (Shopify)
By sharing their referral links and shareable codes, ambassadors and influencers drive word-of-mouth sales. Referral links have the advantage of a 30-day cookie, extending the attribution window. But the drawback with referral links is that they don’t offer a discount to friends, family members, or followers who click the link.
Shopify brands can now configure referral links to apply the advocate’s shareable code to link clicks automatically. Prospective customers have even more motivation to purchase after clicking a referral link.
PRO TIP: Drive more link clicks from IG Stories
The timing of this new feature is right in sync with Instagram allowing all users to add Link Stickers. Once you enable reoccurring rewards, advocates simply need to mention referral links or include them in their IG Story Link Stickers. All their followers will also get their discount by clicking the referral link. So easy!
Sales Attribution Report
Now the Sales Attribution Report includes the total number of clicks generated by advocates. The report highlights total clicks, new customers, referred revenue, personal orders revenue, and total revenue.
New Zapier Actions
Zapier unites Roster data with your entire tech stack. We have added new Zapier actions that make it easier than ever to seamlessly connect your data with other products, such as creating new Roster contacts when a contact is added to your CRM like HubSpot, Salesforce, and others.
The latest Zapier actions available with Roster :
• Add contact
• Find contact
• Update contact
Discount Codes
Automated Personal Discount Codes
Once new advocates are approved, they will automatically be assigned a personal discount code. Program members no longer need to log into the advocate portal to be issued a discount code.
If a member already received a discount code from the program, Roster recognizes this. An additional discount code is not allocated.
Open a Shopify Discount Code
Adjusting your Shopify discount code is easier than ever. Roster’s discount rule now has a link that takes you directly to the discount code in your Shopify store. You can edit Shopify discounts, and all the changes seamlessly integrate into your Roster account.
Add Shareable Codes to Campaigns
Earlier in 2021, we made it easier to add discount codes to campaigns as incentives for joining or completing campaigns. In this product update, we made it easier to add shareable discount codes to campaigns, encouraging participants to share a code with their friends and family.
Simply select a shareable discount code in the “Discount Code you want participants to share” section of the campaign builder. When participants join the campaign, they will be prompted to customize and share the code.
Export Options
When exporting your contact list from Roster, you may include the contact’s referral links. This is beneficial when you want to use a third party email provider to email your contacts and want to include their referral link to remind them to keep sharing your link with their friends and family.
November 2021
Ambassador Portal
The ambassador portal for all your advocates has undergone a significant design refresh. Major enhancements are:
• Onboarding progress bar
• Streamlined home page
• Quickly see and access referral link and shareable code
• Tab bar to jump between referrals, campaigns, and rewards
• Milestones bar
The updates focus on making it easier for brand advocates to access their information quickly. Plus, they form the groundwork for introducing several new features on our roadmap, including Milestone Series.
The navigation menus are consolidated into a single menu with simple navigation to access profile information, such as social connections, payment info, and brand questions.
Points as Campaign Incentives
Campaigns are a foundational strategy for brands to engage with influencers, ambassadors, and customers. A core feature of campaigns is to reward participants for joining and completing the campaign. The rewards establish a positive feedback loop between the brand and its advocates.
Budgeting for and fulfilling rewards every month can be a challenge. Offering points as a campaign incentive is the perfect way to encourage participation and long-term engagement without constantly thinking about rewards.
Points as Referral Rewards
Offering points for referrals is a smart way to reward advocates for driving sales without the overhead that comes with cash payments.
• Reward advocates with points for driving referrals
• Mix and match commissions and points based on each of your communities
• Auto-approve point rewards
Another notable benefit is that the rewards advocates receive from unlocking milestones can be discount codes, store credit, and free products, deepening the advocates’ relationships with the brand.
To get started, view the guide on setting up referral points. >>
September 2021
Zapier Integration
Zapier helps you construct highly efficient, rock-solid automated workflows by integrating Roster with your existing marketing and ecommerce ecosystem. With Zapier, you can sync more than 3,000 web apps and software platforms, even if Roster doesn’t have an existing integration. The numerous possibilities are sure to save time and keep your team humming.
Some popular Zaps that Roster customers automate.
• Slack notifications when new applicants are ready for approval.
• Shopify tags to offer custom shopping experiences.
• Syncing contact lists with email automation platforms such as Klaviyo.
We plan to add many more Zaps. So if you’re looking for a specific integration, please let us know.
Learn more about Roster integrations >>
TikToks, Instagram Reels & Facebook Stories
Tap into the creativity and virality of TikToks and Reels by including them in your campaign activities. Roster now supports links to TikToks, Instagram Reels, and Facebook Stories content.
As with Instagram Stories, advocates upload a screenshot of their Facebook Story. TikTok and Instagram don’t yet provide APIs for TikToks and Reels, but in the meantime, participants can add links to the content they created.
Bulk Download Campaign Images
Quickly download all the user-uploaded content from your campaigns. Previously you were limited to downloading a single image at a time. Now you can select and download multiple images at once. The downloaded files are the originals from the advocate.
UGC is considered the most dependable, honest, and genuine type of content.
Now it’s super easy to download any of your user-generated content and repurpose it in your marketing and ecommerce projects.
Learn about public campaigns for giveaways, contest, and UGC >>
Search Contacts By Discount Rules & Codes
Expedite support requests involving discount codes by quickly searching for the contact who has been assigned to a specific code.
Additionally, monitor the health of your programs by finding contacts who haven’t yet customized their shareable discount codes.
Tag Program Members in Shopify
Shopify tags are the newest feature for Roster and Shopify users. The integration streamlines your ambassador and ecommerce workflow. Plus, automating Shopify tags unlocks a bundle of possibilities.
Additionally, monitor the health of your programs by finding contacts who haven’t yet customized their shareable discount codes.
Learn how to tag program members in Shopify >>
Roster automatically creates tags for each program. The tag tells third-party apps like Shopify and Klaviyo if a customer belongs to an advocate program.
And here’s where it gets exciting. When a Shopify customer is also one of your tagged advocates, then they can enjoy:
• A personalized shopping experience
• Exclusive products, pricing, and shipping options
• Pre-set discounts for each program
• Automated discounts without entering a code
• Free shipping on every order
• Unique items for different programs
• And more!
Find out how to customize your ecommerce store with Shopify Tags >>
See Sales & Referrals in Your Currency
Your Roster brand portal now displays all monetary amounts in your brand’s default currency.
Orders received in different countries automatically convert to the correct currency. This means financial reporting and payments are seamless, accurate, and consistent.
Contact Roster’s customer support team if you would like to change your currency setting.
Automated Refunds & Cancellations for Shopify
Previously, canceled or refunded orders were not sent from Shopify to Roster, requiring manual work on your part to not reward or report on these orders.
Now Roster captures ALL refunds and cancellations from Shopify.
• Data and dashboards are up to date!
• Sales attribution and commissions are automated
• No manual reconciliation
• You save time!
August 2021
Automatic Email Notifications
Stay on top of your programs by turning on Roster email notifications.
Receive email alerts daily, weekly, or monthly when:
• A new program application was submitted
• Pending referral rewards and payments
• New campaign incentives need fulfillment
Roster integrates with the most popular email tools including Klaviyo and Mailchimp. Learn more about Roster integrations for running your influencer and brand ambassador programs.
Get notified about important events >>
Get the Full Picture
Marketers love tracking their customer’s journeys, so Roster created Contact Timelines to give you the same insights for ambassadors.
Find contact history and add notes by clicking the Timeline tab.
• Application date
• Programs
• Campaign invitations
• Participation in campaigns
• Campaign invitations
• Referrals
• Purchases
• Incentives and rewards
• Payments
• Notes to augment history
User Access
The latest of Roster’s product updates include user access management. Now you can limit team member visibility of contacts and programs by program, country, or both.
Setting access rights is extremely useful and prevents contacts from accidentally being added to a campaign, and protects high-profile personal information.
Importing Contacts
When importing contact lists via CSV, you have two more options.
1. Automatically add contacts to designated programs.
2. Import and add TikTok handles to contacts.
July 2021
Automated Incentives — Now Available on Roster
Manually fulfilling campaign incentives is time-consuming, especially for those overseeing multiple programs.
Roster just automated campaign discount codes, so sending rewards to influencers, ambassadors, pros, athletes, and customers is easier than ever.
• Minimize campaign busywork
• Streamline product seeding
• Show instant appreciation
• Flexible timing of incentives
• See outstanding incentives
Learn all about Automatic Incentives >>
June 2021
Introducing Referral Rewards
Roster now has Referral Rewards and commissions built right into the platform!
Measure and understand all your social campaign AND referral data in one place. No need to mix various spreadsheets, management and payment software.
• Create affiliate-style referral payments
• Reward your top referring advocates with commission on sales
• Quickly review and approve advocate payments
• Send PayPal payments within the Roster Platform
• Send Venmo payments via the Roster Platform
Learn all about Referral Rewards >>
Customizable Rewards
It’s easy to send advocates monetary payments, discounts, and merchandise. Also, fulfill payments for one-time projects such as content, referrals and campaigns.
Track activities and results at three different levels:
1. Program
2. Campaign
3. Advocate
Referral Rewards are available to every Roster user. Before you start compensating your ambassadors and influencers, configure your rewards and integrate a PayPal account.
Follow the steps in the Referral Rewards guide link below. Contact your CSM if you need help or have any questions
Learn all about Getting Started with Referral Rewards >>
Referral Rewards Are a Standard Roster Feature
All plans automatically include Referral Rewards. Roster does not charge any additional fees or transaction charges for sending payments from the platform!
Referral Rewards are part of Roster’s payment system. See the Platform Overview. >>
April 2021
Supercharge Referral Marketing with Pre-Generated Codes
Manual discount rules aren’t so manual anymore! Load them up with pre-generated codes from your store and get all the benefits of Shopify-linked discount rules. While Manual Discount Rules allow many brands to assign custom codes, this can be time-consuming and cause delays for advocates.
We’re excited to announce several enhancements and product updates to help simplify managing your advocacy programs.
• Add pre-generated codes to discount rules
• Leverage manual discount codes in Programs
• Tap into the power of Buy X, Get Y codes
• Loads of improvements from your feedback – thank you!
Add Pre-Generated Codes to Discount Rules
We are excited to announce that now you can add pre-generated codes to a manual discount rule.
Plus, Roster can automatically assign codes to advocates, just like with Shopify-linked discount rules. Roster will then automatically assign codes to advocates, just like with Shopify-linked discount rules. This is a huge time saver for brands running stores on platforms other than Shopify because you can pre-generate discount codes and import them into Roster for automatic distribution via campaigns, programs, etc.
The new feature also includes the ability to get notifications when your pre-generated codes drop below a designated threshold so you can replenish the list of codes before they run out.
Setting up manual discount codes >>