Create a discount rule

roster offers multiple ways to create and manage discount rules, with many scenarios handled automatically based on your settings however, there might be instances where you want to manually create a discount rule this guide walks you through that process step by step video walkthrough video transcript this is a transcript from the loom video walkthrough 0 00 hey there, this is geoff at roster i just want to take a quick minute in this video to give you an understanding of how you can create a new discount rule when you are working with your roster account 0 12 for the most part, when you need to create a discount rule, such as if you were to come into one of your programs and go into settings, there's very specific places that are already in place where if you create, create a discount, add a discount code, for example, to this ambassador program, it will 0 29 create the discount rule for you automatically likewise, if you're over in doing smartlinks and you want to do leak proof codes or you want to offer shareable discount codes, then again it will, roster will automatically create the right type of discount rule for you 0 44 the same goes for adding, uh, discount codes as campaigns paying incentives as milestone unlock rewards so you really don't need to think too much about it, but there might be times where you do want to just create the discount rule manually and get that set up before you add it to something else 1 05 so if you come to the discount rules list page and click the new discount rules button, you will get if you are a shopify brand, you will get this option right here to either create a shopify discount code or a manual discount code 1 22 and if you're a non shopify brand, then it will just instantly launch you into this dialogue where you can add a manual discount rule 1 33 when you're doing these rules from this new disk account rule button, you're going to be given the option of which rule type you want to create a shareable code or a reward code 1 45 whereas if you were creating a discount rule in the context of say, like adding a shareable code to a program, it's, it's understood 1 54 it's, it's assumed that that is going to be a shareable code so it doesn't even give you that option but in this case, you do have the option 2 00 and whichever you select here will determine how roster interprets orders that come in that have a code that lives with inside of either the shareable discount rule or a reward discount rule 2 13 so from here, you can set the percentage or fixed amount off and you can provide a title uhm, shareable code titles are visible, uhm, to the ambassador when they're on their report 2 24 the referral page in the ambassador portal and reward code titles can be visible when they are seeing it in the context of their, uhm, campaign or milestone or their personal discount 2 37 so for the manual codes, you'll fill out this information if you selected to create a shopify linked discount rule, then right here at the top it tells you what we're going to name that in short 2 49 shopify, so you can find it later this extension right here that we add on the suffix is just a randomized suffix so that we can create multiple top level codes without them, uhm, colliding since they have to be named uniquely 3 01 uhm, similar fields, there's a couple extra fields for the shopify linked codes, uhm, but once you hit save, then it will create the discount rule and roster and it will create the corresponding top level step by step instructions access the discount rules page log in to your roster account navigate to the discount rules page from the main menu click the new discount rule button to begin the setup process choose your discount rule type if you are a shopify brand, you will see two options shopify discount code manual discount code for non shopify brands, the system will directly open the dialog for creating a manual discount rule select the desired rule type based on your requirements shareable code used for ambassador referral programs reward code used for milestone rewards or campaign incentives configure the discount rule details fill out the following fields percentage or fixed amount off specify the discount value title provide a meaningful name for the discount rule note shareable code titles will appear in the ambassador’s referral page reward code titles will be visible in the ambassador’s campaign or milestone details if creating a shopify linked discount rule a default name will be generated with a randomized suffix to ensure uniqueness additional fields specific to shopify discounts will appear review all details to ensure accuracy save and finalize the discount rule click save to create the discount rule if applicable, the rule will be linked to shopify and synced as a top level discount code the new discount rule will now be available for use in roster, whether for shareable links, campaigns, or other ambassador programs need help? 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