Create a discount rule

3 min

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.

Step-by-step instructions

Access the discount rules page

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?

If you encounter any issues or need additional assistance, please contact us at [email protected]. We’re here to help!