Introduction
Purpose: This article outlines all the steps needed to tag ambassadors through the application or onboarding form.
Context: The application form serves as the first touchpoint for potential ambassadors. By adding custom questions, you can collect key information and apply tags to group ambassadors effectively upon approval. You can also add custom questions and apply tags to ambassadors who are directly invited to the platform.
Custom Questions' Overview
There are two methods available for recruiting ambassadors. Read more about them in this article:
Application – Anyone interested in becoming an ambassador can apply for review.
Onboarding Flow – SL Admin users can directly invite individuals to register as ambassadors, with no approval required.
In both methods, you can add list-type questions to collect relevant information about the ambassador (e.g., description, product preferences, shoe size, etc.). See the screenshot below.
You can also use tags as answer options for these questions. Once an option is selected, the corresponding tag will automatically be applied to the ambassador’s profile.
Requirements
Plan Ambassador Segmentation: Consider what types of segments you’ll need to effectively manage your ambassador program. Make a list of the groups you want to use for challenge targeting, reward distribution, or creating private rooms on the community.
Create All Tags: Set up all necessary tags in advance—these will be used as answer choices in your custom questions. Be sure to create them before customizing the application and/or onboarding form. For more details, read this article: How to Create Tags
How to Add a Custom Question on the Application Form
Log in to SL Admin Portal.
Click on Settings > Account Settings > Manage Applications
Click on the Edit icon to edit the Application form.
Scroll down to the Custom Questions Section.
Click on ADD QUESTION.
Write down the questions you'd like to add to the Application Form (eg, What option describes you best?)
Enable Copy this field to Ambassador Profile on Accept
Select the Tag option. As you select this option, you will leverage the tags created on SocialLadder as the alternatives.
On Tag Category, select the category that groups the alternatives for this question.
For this tutorial, we have previously created four tags under the category AmbassadorType. See the screenshot from the Tags list below.You can check out all tags on Ambassador Management > Tags.
On the Sort Method, define in which order the tags will be created:
Alphabetical
Creation Date: The tag that was created first will be displayed at the top of the drop-down list.
Use this sort method for Yes and No alternatives, so they are shown in this order.
Fill the Description field (optional).
Toggle on Is it required to answer this question? (optional).
Click on ADD QUESTION to add more custom questions.
When you're finished, scroll back to the top and hit SAVE.
How to Add a Custom Question on the Onboarding Form
Log in to SL Admin Portal.
Click on Settings > Account Settings > Manage Applications
Click on the Edit icon to edit the Application form.
Scroll down to the Custom Questions Section.
Click on ADD QUESTION.
Write down the questions you'd like to add to the Application Form (eg, What best describes you?)
Enable Copy this field to Ambassador Profile on Accept
Select the Tag option. As you select this option, you will leverage the tags created on SocialLadder as the alternatives.
On Tag Category, select the category that groups the alternatives for this question.
For this tutorial, we have previously created four tags under the category AmbassadorType. See the screenshot from the Tags list below.You can check out all tags on Ambassador Management > Tags.
On the Sort Method, define in which order the tags will be created:
Alphabetical
Creation Date: The tag that was created first will be displayed at the top of the drop-down list.
Use this sort method for Yes and No alternatives, so they are shown in this order.
Fill the Description field (optional).
Toggle on Is it required to answer this question? (optional).
Click on ADD QUESTION to add more custom questions.
When you're finished, scroll back to the top and hit SAVE.
How to View Ambassador Tags
Now, once the ambassadors fill out the application form or onboarding form, they will select an alternative for the custom question and get auto-tagged.
For a Specific Ambassador
You can view all tags added to a specific Ambassador Profile.
Click on Ambassador Management > Ambassador List.
Select the Ambassador Profile.
Scroll to the Tag section to review all tags.
All Ambassadors with a Tag
You can view all ambassadors that contain a specific tag.
Click on Ambassador Management > Tags.
Search for the tag.
You'll see the total number of ambassadors under the column Total Users.
Click on the Number to see the ambassadors' details.
Alternatively, you can click on the view icon to access the total user wizard.
Here you can Export All users on a csv file or remove tags from ambassadors.
Best Practices
Keep the application/onboarding forms short: Each new question will add a new page to the application and onboarding form. Create custom questions to collect relevant information only.
Be flexible: Ambassadors could be unsure or don't know how to answer a question. Make sure to add an alternative for these cases (eg. N/A or I don't know), or untoggle the Required field so they can skip it.