If you're just now starting out on Buzzbassador, you may be wondering how the process of onboarding your ambassadors into your program works. That's what I'm here to explain!

While there is a setup checklist you can review that will walk you through specific steps of how to set this process up in your Buzzbassador account, I'm going to explain the general basics of the process and what you need to know.

There are four main functions of the Buzzbassador onboarding process: the Ambassador Settings, Application Form, the Email Templates, and the Landing Page Editor. Below I'll explain what each of these are (or direct you to other articles that will), and I'll explain how they each work together.

Program Settings

The Program Settings are where you set up the structure of your ambassador program, including your ambassadors' discount and referral codes, their commission rate, and more. You can access this page by clicking the settings icon (⚙️) in the top right corner of the app and navigating to the tab titled "Program Settings". For further details on your Program Settings and how to set them up, please see the following articles:

➡️ How to configure your program settings

➡️ How are my ambassadors' unique referral codes created, where are they in Shopify, and how can I edit them?

➡️ What is the difference between referral codes and discount codes?

Application Form

The Application Form is a customizable question or "survey" form that you can set up to collect applicants for your ambassador program. Once you create your program application, you can send it to interested parties either via email or by giving them the link to it. All of these features related to the application form are accessed through the "Ambassador Form" page of the Buzzbassador app. To learn more about how to set up and test your application form, please see the following articles:

➡️ How to create your ambassador application form

➡️ How to test the ambassador application form

➡️ How to send your application form out via email

Landing Page Editor

The Landing Page Editor feature is where you can customize the web page that you can use to direct traffic to your ambassador application. You can also add this landing page directly to your Shopify site! This landing page should include information about your program, the perks, requirements/qualifications, and what is expected. To learn more about how to set up your landing page, please see the following articles:

➡️ How to build your landing page

➡️ How to add your landing page to your Shopify site

Email Templates

The Email Template feature is what allows you to customize the emails that are automatically sent to your ambassadors when certain triggers occur, such as the ambassador being approved to join your program (which triggers the send of the "Application Accepted" email). There are currently several email templates within the app. These emails are a crucial part of the onboarding process as they help provide your ambassadors with crucial information, such as access to their ambassador account, their referral & discount code, and whatever other details about your program that you choose to include in the emails. To learn more about how to set up your emails, please see the following article:

➡️ How to customize your email templates

➡️ What is the import notification email and when is it sent?

Again, all of these unique features work together to help you easily intake ambassadors into your program. To explain it even further, let's discuss an example.

Buzzbassador Onboarding Example

Let's say you have a new ambassador who joins your program - let's call her Tasha.

Tasha sees an ad you ran on Instagram announcing that you are looking for ambassadors. She clicks the link on the ad, and the button leads her to the landing page you have created and integrated with your site.

She checks out the landing page, and all of your perks and program aspects sound awesome! So, she clicks the button at the bottom to apply, and she is taken to the application form you created.

She fills out your application form, including the question that asks her what her preferred referral code will be. She decides she wants her code to be "Tasha10", so she enters that code title into the field. Once she's done filling out the rest of your questions, she clicks "submit" - quickly after, she sees a success page that instructs her to await an update about her application status, which should come to her in an email soon.

Then, you check your ambassador applicants list and see that someone has submitted a new application - a young woman named Tasha. You review her application, she seems to be very qualified, so you click "approve" to accept her into your program.

As soon as you click approve, Buzzbassador generates her referral code, "Tasha10" in Shopify based on the price rules that you set up in your Program Settings. Buzzbassador then sends the "Application Accepted" email that you customized. Tasha also receives a separate email from us (Buzzbassador) with steps to set her password for her new Buzzbassador ambassador account, which she can log in to any time to check her codes, perks, sales, and payouts at buzzbassadorapp.com/ambassador-login.

Now Tasha has everything she needs to get started making you money! 💰

It's Your Turn To Test The Onboarding!

Don't forget, you can test the entire process above yourself by creating a test ambassador account and going through the onboarding process from the ambassador perspective. Here are some articles to help you through that process:

How to test your Buzzbassador system from an ambassador's perspective

If you need any further help with onboarding your ambassadors, don't hesitate to reach out to our support team at [email protected], or via the chat bubble at the bottom right corner of your app window; we'd be happy to help you!

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