REFERRALS
Smart links guide
Add shareable codes to smart links (Shopify)
6 min
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 docid\ hgzfc7emsdgx9l5l7imyf video walkthrough 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 docid\ ambvb at8xje4wy49t9pe 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 docid\ fejnmn6qyvtiqggobu yz to find valuable tips and best practices when using smart links docid\ htkg19i6ld2vqk0vkqonu 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 mailto\ cs\@getroster com we’re here to assist you!