Create an ambassadors channel to ask colleagues, clients, and other contacts to share your articles and social posts on their own networks. Let's set up one of these channels together.
Watch our Academy video 📹 on Setting up your brand ambassadors for a step-by-step guide:
🔔 Note: The ambassador feature is available for our customers, to avoid misusage in a trial. Check with our sales person to test this feature during a trial period.
Setting up an ambassador channel
Step 1. Visit your channel page by expanding the top-right menu and clicking on Integrations. 👉 Quick link.
Step 2. Scroll down to the Referral marketing section and click on Ambassadors.
Step 3. Create a new channel by clicking on "Add new destination".
Step 4. You can now add contacts to this channel. There are three ways to add ambassadors:
Option 1: Individually
Click on the + New Contact button to enter the contact's email address and name. If they have already given you permission to send them emails, you can untick the option at the bottom, otherwise they will be first sent an email to approve (example below). Click on Save when ready.
Option 2: Import contacts from a CSV file
Upload a list of ambassadors to save time, especially when you need to add a lot.
Step 1. Open a new document in Microsoft Excel, Google Sheets, or any other platform that allows you to create CSV files.
Step 2. On your first row, add headings for first name, last name, and email address.
Step 3. Add values for your contacts from the second row. The email addresses must contain an @ followed by a domain, to have the right format.
firstname | lastname | |
Lewis | Jones | |
Ivan | Green | |
Susan | Thacker | |
Aaron | Brown |
Step 4. Export the file as a CSV when ready.
Step 5. Click on the "Import from csv" button and choose your file. You will then be asked to match up your columns with what StoryChief requires. Clicking on "Confirm" completes this process.
Option 3: Embed sign up forms inside your articles
Navigate to the Sign up form tab and click on the Add form button. You will now be able to add a form within your articles. Once a reader enters their details, they will be added to your ambassadors channel. To learn how to add this form or any other lead capture form inside an article, read this help article.
Customizing your ambassador emails
By navigating to the Settings tab, you can change the channel name, as well as the contents and appearance of your emails.
Channel settings
List name: The name you would like for the channel. This is so that it is easily recognizable to you, and is only used internally.
From name: The sender name displayed inside each email.
From email: The address used to send the emails. The domain is only editable for custom plans
Reply to email: The email address that will be used for replies to each email.
Article settings
Default subject: This will automatically set the subject line for each new ambassador email.
Default message: This will automatically set the message for each new ambassador email. Tip: use the variable {{name}} to show the ambassador's name and personalise your message even more
Article display: You can choose between having the full article to display inside the email or just the summary.
Share buttons: If you would like buttons to be added to each email, allowing the recipient to share the article on their own social networks. Tip: This is a great way to increase your reach.
Export buttons: This allows the recipient to download your article and its content to their computer.
Post settings (for social posts)
Default subject: This will automatically set the subject line for each new ambassador email.
Default message: This will automatically set the message for each new ambassador email. Tip: use the variable {{name}} to show the ambassador's name and personalize your message even more
Don't forget to click on "Save settings" to save the changes made to the ambassador list.