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Creating and Customizing Ambassador Application Forms

A step-by-step guide to creating and tailoring application forms for your ambassador program.

Marshall avatar
Written by Marshall
Updated over a month ago

Introduction

  • Purpose: This article explains how to create, manage, and modify ambassador application forms for your program.

  • Context: The application form is the first touchpoint for potential ambassadors. Customizing it ensures alignment with your brand and helps you collect key information for evaluating applicants effectively.

Accessing Manage Applications Settings

  1. Navigate to Manage Applications:

    • Go to Settings Account Settings Manage Applications to create or modify application forms.

Creating an Application

  1. Start a New Application:

    • Click Create to open the application builder or Edit to modify an existing form.

  2. Customize the Application:

    • Use the Preview button (top-right) to view how the form will appear to ambassadors.

    • Customize the following sections:

      • Brand Assets

        • Add your brand logo, colors, and design elements to ensure brand consistency.

      • Basic Information

        • Predefined fields include essential details like name and email.

        • Some fields are mandatory by default for system functionality.

      • Social Network

        • Select required social networks ambassadors must connect.

        • Choose whether these connections are mandatory or optional.

      • Community Rules / Terms & Conditions

        • Clearly outline your program’s rules and expectations.

        • Ensure transparency to avoid misunderstandings later.

      • Custom Questions

      • Documents

        • Request supporting documentation (e.g., ID or tax forms) if required for verification.

Best Practices/Tips

  • Maintain consistent branding across all sections for a professional appearance.

  • Regularly review application fields to ensure they align with evolving program goals.

  • Clearly communicate rules and terms to reduce disputes with applicants.

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