Ambassadors

Pour :Administrateur

An ambassador is a designated contact who takes responsibility for running their own fundraising team with a personal goal. Unlike classic teams (managed by the admin), ambassadors register themselves, choose their goal and defend their rank on the leaderboard.

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Ambassadors option must be enabled

The module is only available if the Ambassadors option is checked in the campaign settings. See Create a campaign.

Difference from classic teams

Aspect	Classic team	Ambassador
Creation	By the admin from the backoffice	The contact themselves via the ambassadors page, or by the admin
Goal	Set by the admin	Defined by the ambassador (often based on their network)
Purpose	Stable structure (team by neighborhood, school...)	Individual mobilization of motivated members
Leaderboard	Available in the classic stats	Dedicated live page with real-time animation

Live ambassadors page

The URL /app/campagne/ambs/equipes?campagneId=[id] opens the live ambassadors page. It has two tabs.

Ambassadors tab

Shows the list of eligible contacts with their status. For each contact:

• First name Last name (clickable link to the contact profile via ModalContact)
• "Create a team" button if the contact does not yet have a team, with the Team name and Goal fields (editable, with quick buttons based on pre-configured products)
• Team banner if the contact already has a team: team name, numerical goal and Edit button (modal ModalEditTeam)

Screen tab

Iframe displaying the live public campaign screen (/[slug]/__screen). Lets you see at a glance what the audience sees.

Create an ambassador team

1. 1

   Open the live ambassadors page

   From a campaign card with the Ambassadors option enabled, menu Actions > Live Ambassadors.

2. 2

   Search for the contact

   Use the search bar at the top (typo-tolerant via Fuse.js) to find the relevant contact.

3. 3

   Click on suggested products or enter the goal

   Product buttons let you pre-fill the goal with one click (suggested amounts). The Reset button clears the field.

4. 4

   Fill in the team name

   By default, "First name Last name" of the contact. Editable.

5. 5

   Click on Create a team

   The team is created immediately via POST /campagnes/[id]/ambs/create_team. The banner switches to "existing team" mode and displays the validated goal.

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Automatic SMS to the reference contact

When the team is created, Unisoft automatically sends an SMS to the reference contact's phone number with the dedicated link to their team. The ambassador thus receives their personal URL directly on their phone, ready to be shared via WhatsApp, SMS or social media — without having to wait for an email or for you to send them the link manually.

Practical consequences:

• Make sure the contact's phone number is filled in their record before creating their team.
• Warn the ambassador about the incoming SMS so they don't mistake it for spam.
• If the contact has no phone, the SMS is not sent: you will have to share their link manually (retrievable from their team banner).

Add a contact on the fly

If the potential ambassador is not yet in your database, the Add a contact button (top right) opens the ModalAddContactAmbs modal to create the contact and their team in one operation.

Edit an ambassador's goal

Once the team is created, the pencil button next to the team name opens the ModalEditTeam modal to edit:

• Label (displayed team name)
• Goal amount
• Color (for the leaderboard)
• Description (internal)

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Adjust the goal during the campaign

If an ambassador quickly exceeds their goal, raise it to keep the challenge alive. Conversely, if the goal is too ambitious and demoralizing, adjust it downward to maintain motivation.

Real-time leaderboard

The ambassador statistics are visible from the detailed statistics page. The leaderboard displays:

• Rank of each ambassador
• Total collected by their team
• Number of donors in their team
• Percentage reached relative to their personal goal
• Colored progress bar (green above 80%, red below 30%)

The live screen is refreshed every 5 seconds via the endpoint GET /campagnes/[id]?ignoreDisplay=1&ignoreMatching=1.

Recommended operational workflow

1. 1

   Identify 10 to 20 potential ambassadors

   Select engaged, well-networked contacts who have already contributed in the past.

2. 2

   Explain the principle to them

   A personal goal to reach, a dedicated link to share, a public ranking to highlight their action.

3. 3

   Create their team from the live page

   Set a realistic but ambitious goal (often 3x to 5x the average donation in their network).

4. 4

   Send them their dedicated link

   The URL of their team (/[slug-campaign]/[slug-team]) to share via WhatsApp, email, social media.

5. 5

   Drive the challenge during the campaign

   Send progress updates with the current ranking, publicly congratulate the top performers, encourage the laggards.

6. 6

   Reward at the end

   Mention the winning ambassadors when announcing the results, send them a personalized thank-you message.

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Public visibility of the leaderboard

The ambassador leaderboard can be displayed on the campaign's public page (via a dedicated section) to create emulation visible to all visitors. Configure this section from Lay out the campaign.