Deactivate discount codes

deactivating one or more discount codes in roster allows you to manage leaked, problematic, or unused codes without affecting the entire discount rule this guide provides a step by step approach to deactivate one or more codes video walkthrough video transcript this is a transcript from the loom video walkthrough 0 00 hey, this is geoff at roster in this video, let's talk about what it looks like to deactivate one or more discount codes 0 07 there's a separate article and video on deactivating entire discount rules, which would also deactivate all of the codes with inside those rules 0 16 in this case, we're just going to be looking at deactivating a subset of codes, maybe even just one code this is a common scenario, let's say, that you've discovered 0 24 that when the ambassador shareable codes has been leaked and you want to deactivate that code, that'd be one use case 0 30 maybe you've moved a few people out of a program and their codes didn't get deactivated, so you want to come in and deactivate those 0 38 so, there could be a number of reasons why you want to deactivate some codes so, let's just go through the mechanics of how to actually do to start with, let's go to the, discount rules page 0 50 so, click on the more, left hand navigation, then select discounts that'll bring up the discount rules and from here, let's go ahead and click into one of these discount rules that has some assigned codes 1 01 let's just pretend for this example that samuel beck has a code that has been leaked, and there's starting to be lots of orders coming in with that, and you don't want to pay out commissions on that leaked code 1 12 so, there's a few things that you can do the first thing is, you can just click the little more icon, more menu icon, on the row that has that code, and it'll open up a menu that has the option to deactivate the code, and if you select that, then that code will instantly become deactivated 1 29 a deactivated code essentially means it's still assigned to that person for reference, but any orders that come in won't be attributed to that ambassador, either as, um, for a personal order or for, uh, a referred order, in the case of a shareable code so, that's one option, is to do it by clicking 1 48 the little more menu the other option is you can select one or more codes, using the checkboxes on each row, and once you've selected the rows that you want to deactivate, click on the actions drop down, and then select deactivate code 2 00 it's selected codes, and that will also deactivate the codes corresponding to the rows that you checked so, i'm going to go ahead and click that, so you can see this 2 09 um, it will bring up this dialog that tells you that by deactivating this code, it's going to be hidden from the ambassador in their portal 2 18 it's going to disable attribution in roster to that ambassador, and if you have a shareable shopify store that this is connected to, it will delete that code from your shopify store 2 29 now, that's shopify's limitation they don't have the same concept of deactivating like we do in roster they just simply delete a code if the top level code itself is still active 2 42 so, if there's any orders that have come in with that code in your shopify store, you'll still be able to do reporting on that, and you'll see the code is within an order 2 50 it just deletes the actual code itself so, i'm going to go ahead and click yes, deactivate, and it's going to deactivate that 2 59 now, that code still shows up in my list here, but it shows up as deactivated there's a status drop down filter on this discount rules list page that i can then click deactivate it on, and it will show me a list of all the codes that have been deactivated within this rule, and sure enough, there's that 3 21 code okay, so another way to deactivate an individual code is to go to the ambassador's, uh, detail page, and if you come over, or scroll down to the discounts and links 3 37 link section, and you see, uh, find the code that you're interested in to the right of that code, in that little table of discount codes, is a icon to deactivate the discount code 3 49 so if i click on this, i'm gonna get that same modal telling me that, what's gonna happen when i do this, and so i'm gonna confirm by click, clicking yes, deactivate, and now that code now 4 01 shows up here on their contact page as deactivated so those are the main ways of deactivating one or more codes in your shopify account, or excuse me, in your roster account, and if you're linked to shopify, then it will delete the corresponding codes in, in shopify 4 19 if you have any questions about discount codes, discount rules, deactivating them, shoot us an email to support at getroster com, and in the meantime, have a great day 4 29 thank you step by step instructions method 1 deactivate a single discount code from the discounts page navigate to more > discounts in the left hand navigation menu select the discount rule containing the code you want to deactivate locate the code in the list of assigned codes click the more menu icon on the row of the desired code select deactivate code from the menu a confirmation dialog will appear, explaining the impact of deactivation the code will no longer appear in the ambassador’s portal attribution for orders using this code will be disabled for shopify linked codes, the code will be deleted from shopify click yes, deactivate to confirm method 2 deactivate multiple discount codes on the discounts page, select the discount rule containing the codes you want to deactivate use the checkboxes next to the codes to select one or more rows click on the actions dropdown menu and select deactivate selected codes review the confirmation dialog and click yes, deactivate to confirm all selected codes will be deactivated as described above verify deactivation (optional) use the status dropdown filter on the discounts page to view deactivated codes confirm that the targeted codes appear as deactivated within the rule deactivated codes remain assigned to their ambassadors for reference but will not function in orders method 3 deactivate a code from an ambassador’s profile navigate to contacts in the left hand navigation menu select the ambassador whose code you want to deactivate scroll down to the discounts and links section in their profile locate the code in the table and click the deactivate code icon confirm deactivation in the dialog box that appears the code will now show as deactivated within the ambassador’s profile understand the impact of deactivating codes roster orders using deactivated codes will no longer attribute rewards to ambassadors shopify deactivated codes are deleted from shopify (if linked), but past orders remain visible in shopify reports ambassador portal deactivated codes will no longer be visible to ambassadors need help? if you have any questions or need additional guidance, contact us at support\@getroster com mailto\ support\@getroster com