Add shareable codes to smart links (Shopify)
This guide explains how to add shareable discount codes to your program’s smart links. When a customer clicks on an ambassador’s smart link, the ambassador's shareable discount code is automatically applied during checkout. This feature simplifies the purchasing process for ambassadors and ensures accurate attribution of referrals.
This is a Shopify feature. If your brand uses another cart or website, refer to this guide instead: Add leakproof codes to smart links (Shopify Headless)
Step-by-step instructions
These steps assume a smart link already exists for the program. If that's not the case, simply follow the steps in Set up smart links before proceeding.
Edit an existing smart link
- Navigate to settings for the desired program.
- Open the referrals tab.
- Locate the existing smart link and click edit.
Enable shareable codes as the discount
- Open the customer discount section.
- Select shareable codes.
- Confirm that the program-level shareable discount code is displayed (e.g., Friends and Family 15% Off).
- Click save.
Test the shareable code
- Navigate to your contacts and filter by program (e.g., influencers).
- Select an ambassador’s profile and copy their smart link.
- Open the smart link in a new tab, add a product to the cart, and proceed to checkout.
- Verify that the shareable code is automatically applied in the discount field during checkout.
Monitor and manage shareable code usage
- Go to the Referred Orders report in Roster.
- Confirm that the referral is attributed to the ambassador’s link.
- View the discount rules to see:
- Shareable code usage details (e.g., used or unused).
- Set usage limits on the discount rule to prevent misuse.
- Deactivate and assign new shareable codes if necessary.
Next steps
- Smart link FAQs to find valuable tips and best practices when using Smart links.
- Shareable discount rules for a deeper explaination.
Need help?
If you have any questions about shareable codes or optimizing your smart links, contact our customer success team at [email protected]. We’re here to assist you!