Groups allow you to segment your ambassadors into different categories (such as early adopters, VIPs, etc.) and determine who will have access to private campaigns.
Why should I group my ambassadors?
Businesses group their ambassadors for many reasons, including the ability to distinguish different ambassador types (ex. customers vs. resellers) or to separate ambassadors by performance. For example, you may want to invite your top performers to a campaign with a higher reward. In this scenario, a private campaign is necessary and a group is required to allow access.
Please note, public campaigns are available to everyone, regardless of group access.
Can an ambassador belong to more than one group?
Yes, if you would like an ambassador to have access to more than one private campaign, you can add them to multiple groups.
How do I create a group?
To create a new group, follow these steps:
Step 1: To get started, click “Groups” under the “Build” tab. Then, click “Add New.”
Step 2: A pop-up will appear to add details about your group, such as the name and description. The group name will be visible to your ambassadors, but the description will not.
Within the pop-up, you also have the ability to make it the default group. When you click “Make this group default,” it will add all new ambassadors to that particular group.
Step 3: When complete, click “Add Group” to save. You can return to the “Groups” page at any point in time to edit these settings or switch your default group.
Other support articles you may be interested in:
- What is a private campaign?
- How do I assign ambassadors to a private campaign?
- How do I import my contacts?