Import unassigned shareable codes

3 min

If you are a non-Shopify brand (or a Shopify brand using a manual discount rule), importing unassigned shareable codes is the primary way to automate issuing discount codes to ambassadors. This guide will walk you through the steps to import unassigned codes into a discount rule.

Step-by-step instructions

Generate codes in your e-commerce platform

In order to import unassigned discount codes into Roster, you will need to first generate a batch of discount codes in your e-commerce platform. As each platform is different, you may need to inquire with your specific platform on how to pre-generate a batch of codes.

Prepare your CSV file

Once you have generated a batch of codes, you need to add them to a CSV file.

Ensure your CSV file contains one column labeled Code.

Each row should contain one and only one of the codes you generated.

Download this sample CSV for reference:

codes.csv

Open the shareable discount rule in Roster

Navigate to the Discount Rules page and select the relevant shareable discount rule (e.g., linked to a specific ambassador program).

If you haven't already imported unassigned codes into this discount rule, it will show 0 under the Unassigned codes header.

Start the import process

Click on More Actions > Import.

Select Import unassigned codes from the popup menu.

Upload the CSV file

Click Browse and select your prepared CSV file.

Roster will display a preview of the first two codes and show the total number of codes to be imported.

Verify the preview and click Import.

Wait for the import to complete. For large imports (hundreds or thousands of codes), this may take a minute or two.

Confirm imported codes

The system does not display individual unassigned codes to prevent unauthorized use.

Check the Unassigned Codes count at the top of the discount rule to ensure the codes were imported.

Automate code assignment for ambassadors

Ambassadors in the linked program will automatically receive an unassigned code the first time they request their shareable code in the Ambassador Portal.

Roster will assign the next available unassigned code to the ambassador, making it their unique shareable code.

Set up low-code reminders (optional)

Click on More Actions > Set reminder.

Select one or more team members and a threshold (e.g., 5 unassigned codes).

Roster will send a notification when the unassigned code count drops below this threshold, ensuring you upload more codes in time.

Import unassigned reward codes

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Need help?

For questions about importing unassigned shareable codes or additional guidance, please contact us at [email protected]. For related topics, see the article on manually assigning shareable codes to ambassadors.