Introduction
Purpose: This article explains how to remove an ambassador from your program, outlining the options to unsubscribe or reset their data.
Context: Removing an ambassador can be either be a temporary or permanent action. Knowing the difference between Reset and Unsubscribe will hrlp you choose the appropriate option based on your goals.
Reset vs. Unsubscribe Options
Unsubscribe
Effect:
Removes the ambassador from the program while preserving their records (e.g., sales and points history).
The ambassador cannot rejoin the program in the future.
Use Case:
Choose this option for ambassadors who should be permanently removed, but whose records need to be retained.
Reset
Effect:
Completely erases the ambassador’s data from the program, including points and sales history.
The ambassador can rejoin the program later using the same details.
Use Case:
Select this option when you want the ambassador to have the ability to reapply and start fresh.
Steps to Reset or Unsubscribe an Ambassador
Go to Ambassador Management > Ambassador List.
Use the Filter function to locate the ambassador.
Open the ambassador's profile by clicking their name
Click the three dots in the upper-right corner and select:
Reset User Data for a reset.
Unsubscribe to permanently remove but retain records.
Note: This action cannot be undone, so proceed with caution.
Best Practices/Tips
Double-check with the ambassador before performing the reset to avoid accidental data loss.
Use Unsubscribe for ambassadors who will not return but whose contributions need to be preserved.