To create a roster, follow the steps below:
- Go to the “Brands” tab.
- Locate the brand you’d like to create a roster for.
- Click on the “Create Roster” button in the top-right corner.
- On the next screen, fill in the required information:
- Roster Details: Enter a Name, Description, and set the Status (e.g., Published/Unpublished).
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Roster Timeframe: Select the desired Creator Analysis Timeframe from the dropdown menu.
- Important: Analysis timeframes are determined at the Roster level and cannot be customized for individual creators.
- Access Management: Provide a view-only access for brands to this roster.
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Geography or Region: Assign roster's primary location to enable easier filtering and organization for regional campaigns.
- Click "Next" to begin importing keywords.
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Import Keywords: Optionally, you can enhance your reporting by uploading a CSV file of specific keywords. Click Upload New CSV and follow the next steps to add your file. Learn more about the required format in this article.
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- Click "Create Roster" to complete the process.
To edit a roster, follow the steps below:
- Go to the “Brands” tab.
- Locate the brand you’d like to edit a roster for.
- Select an existing roster from the list.
- Click on the “Edit Roster” button in the top-right corner.
- On the next screen, you can make changes to the following sections:
- Roster Details: Update the Name, Description, or Status.
- Roster Timeframe: Adjust the Creator Analysis Timeframe. Note that when updating the timeframe, you can only extend the analysis period, not shorten it. For example, a 1-year report can be changed to 3 years, but not to 6 months.
- Import Keywords: Manage your keyword list. You can remove an existing CSV by clicking the trash icon and add a new one by clicking Upload New CSV.
- Access Management: Manage a view-only access for brands to this roster.
- Geography or Region: Update roster's primary region.
- Click "Save Changes" to apply your updates.