Deactivate a discount rule

3 min

Deactivating a discount rule in Roster is a quick and effective way to ensure that all associated discount codes within the rule are also deactivated. This guide will walk you through the steps for deactivating a discount rule, including considerations for Shopify-linked and manual discount rules.

Step-by-step instructions

Remove the discount rule from the program, campaign, or milestone (optional)

If you are fully deactivating a discount rule, it's important to remember to remove it from any active programs, campaigns, or milestones to which it might be attached so that it doesn't appear for ambassadors.

For example, to remove a shareable discount rule from a program:

Navigate to the program's settings.

Click on the Referrals tab.

Locate the Shareable Discount Code section where the discount rule is assigned.

Click Remove to disassociate the discount rule from the program.

This step prevents the rule from being used in the program but does not deactivate the codes.

Deactivate the discount rule in Roster

Navigate to More > Discounts in the left-hand navigation menu.

Select the discount rule you want to deactivate (e.g., Friends and Family Discount).

Click Edit Discount Rule.

Set the end date of the discount rule to the current date and time.

Click Save to deactivate the discount rule.

This action expires all individual codes within the discount rule.

Verify deactivation in Shopify (if applicable)

For Shopify-linked discount rules, click Details > View in Shopify within Roster.

Confirm that the discount rule has been marked as expired in your Shopify admin.

Individual codes may still appear in Shopify but will no longer function because the top-level discount rule is expired.

Deactivate discount codes in external systems (if applicable)

For discount rules that are not linked to Shopify or any other platform:

Locate the discount code or codes and ensure they are marked as expired, deactivated, or removed.

Verify that the codes associated with the rule are no longer functional in your system.

Understand the impact of deactivating a discount rule

Deactivating a discount rule in Roster ensures that:

Orders using expired codes are not attributed to ambassadors.

Ambassadors cannot use or share inactive codes.

Need help?

If you have any questions or need additional guidance, contact us at [email protected].