Import unassigned reward codes

if you are a non shopify brand (or a shopify brand using a manual discount rule), importing unassigned reward codes is essential to automate issuing personal discount codes and reward codes to ambassadors this guide will walk you through the steps to import unassigned reward codes into a reward discount rule video walkthrough video transcript this is a transcript from the loom video walkthrough 0 00 hey there, this is jeff at roster in this video, i'm going to walk through how to upload a batch of unassigned reward codes into a reward discount rule 0 14 so i have a discount rule right here it's linked to my ambassador program it's a reward discount rule as you can see from this little gift icon 0 23 so in my ambassador program, i've set this up as the personal discount code that ambassadors get when they join the program 0 31 if you're a shopify brand and you have a shopify connected shopify link discount rule, this is all automated but if you are shopify and using a manual discount rule, or if you're non shopify, then i'm going to show you how you can automate 0 48 the process of roster assigning codes based on certain triggers those triggers would include adding somebody new to a program and you want to give them a personal discount code, like the case we have here, or, uhm, when somebody gets a campaign reward or unlocks a milestone and you want to issue them 1 09 a discount code and, uh, those 9 8 discount codes, you you manually created those in your system and you uploaded them into roster and you want roster to automatically assign the next unassigned code out 1 20 those would be the three main use cases so, in looking at the code, i can see at the top here in this unassigned codes header that i have zero unassigned codes and you can see that there are zero assigned codes at this point 1 36 so oh, what i want to do is come to the more actions button and select import and because this is a manual discount rule, i have the option of importing unassigned codes and importing assigned codes 1 52 and for for this scenario, we're gonna import the unassigned codes so i'm gonna select the unassigned codes option in this pop up 2 00 and then i get a dialogue that gives me an option to upload a csv file from my computer there's also a link to download a sample csv that will show you what your csv needs to look like 2 14 in the case of unassigned codes, the csv file can only or just needs to have one column, and that column should be titled code 2 23 and you would see that in the sample csv file so i'm gonna click browse, and come to the umm, roster folder here that i've created, and i'm gonna search for, okay, so i'm gonna click the browse button, and i'm gonna find the okay, so i'm going to click the browse button, and i've created, umm, just 3 11 for this demo, i've created a a csv file, you can name it whatever you want, mine just happens to be called unassigned reward codes, and that file has oop 3 20 did i click the wrong thing? okay, so i'm going to click the browse button, and it's going to open up to my file s s system 3 37 i've created a csv file for this demo called unassigned reward codes you can name the file whatever you want what's important is that there's a column called code, and that each row in that csv file has a unique code that hasn't already been imported into your roster account 3 55 so i've generated a batch of unique codes i put them into my ecommerce platform and now i'm going to click import and pretty much instantly i can see that i now have 10 unassigned codes in this discount rule 4 12 for various reasons, we don't show those unassigned codes uh, we really don't want any unauthorized use of unassigned codes until they've actually been assigned out, so we we don't show them 4 22 so, behind the scenes we're all s an accounting of these 10 unassigned codes, and then as they start getting assigned out, you would see them appear here, and the assigned codes count what increment 4 36 okay, so because we've set this up as a personal discount code for the ambassador program, then what should happen is when we add somebody to the ambassador program who wasn't already there and who didn't already have a code from this discount roll, then roster should automatically assign one of those 4 54 discount codes to them so let's see if we have any contacts that aren't in any programs okay, so let's go ahead and click on avon sparks, and we'll expand her profile 5 05 take a look at the timeline um, okay, so it looks like she has applied to the ambassador program, but hasn't yet yeah 5 13 i've been approved, so no problem let's go ahead and improve avon sparks okay, so it looks like she was successfully added to the programs 5 28 let's just refresh her profile there and sure enough, looks like down here in the discounts and links section of her profile, we can see that the ambassador discount 30% off was automatically signed, and this was one of the 10 codes that i had uploaded 5 46 so now that we have one of the codes assigned out, let's go ahead and go over to back to the discounts, and let's click into that discount rule 5 54 just so you can see that there's now nine unassigned codes and one assigned code, and i can see that that code was assigned out to even 6 04 there's another feature with with the uploading of unassigned codes that i want to point out, if you come to the set reminder, if you click on more actions and then set reminder, it brings up this reminder dialogue where you can have yourself or any of your other team members be reminded whenever the 6 25 codes drop below a low threshold limit so let's set the this to five, and then i'll hit save then then anytime the unassigned codes for this discount rule drops below five, i will get notified by email to remember to restock those codes 6 44 so you could set that to a higher threshold just depends on how quickly those codes are being issued out for something like adding people to a program or, um, if you're doing this for a campaign rew and you have lots of people who could potentially get that a lot more than the code you've generated 6 58 , then you'll definitely want to set that reward also, if for any reason, you need to clear out these unassigned codes, you can come to more actions and click delete unassigned codes 7 08 and that will zero out and remove completely from roster any of those unassigned codes so it's back to a zero unassigned code state 7 18 so, okay, if you have any questions about how unassigned reward codes should work or use cases you want to consider, let us know 7 28 we're always happy to answer your questions and as usual, have a great day thank you step by step instructions generate codes in your e commerce platform in order to import unassigned discount codes into roster, you will need to first generate a batch of discount codes in your e commerce platform as each platform is different, you may need to inquire with your specific platform on how to pre generate a batch of codes prepare your csv file once you have generated a batch of codes, you need to add them to a csv file ensure your csv file contains one column labeled code each row should contain one and only one of the codes you generated download this sample csv for reference open the reward discount rule in roster log in to your roster account navigate to the discount rules page and select the relevant reward discount rule (e g , linked to a specific ambassador program) if you haven't already imported unassigned codes into this discount rule, it will show 0 under the unassigned codes header start the import process click on more actions > import select import unassigned codes from the popup menu upload the csv file click browse and select your prepared csv file roster will display a preview of the first two codes and show the total number of codes to be imported verify the preview and click import wait for the import to complete for large imports (hundreds or thousands of codes), this may take a minute or two confirm imported codes the system does not display individual unassigned codes to prevent unauthorized use check the unassigned codes count at the top of the discount rule to ensure the codes were imported automate code assignment for ambassadors now that you have a batch of unassigned reward codes, roster will automatically allocate the next unassigned code to an ambassador based on how you are using this discount rule triggers include program level personal discount code to be issued upon being added to a program campaign reward for joining or completing the campaign milestone reward for unlocking the milestone set up low code reminders (optional) click on more options > set reminder specify an email address and a threshold (e g , 5 unassigned codes) roster will send a notification when the unassigned code count drops below this threshold, ensuring you upload more codes in time clear unassigned codes (optional) if necessary, click on more actions > delete unassigned codes this will remove all unassigned codes from the reward discount rule and reset the count to zero related articles import unassigned shareable codes docid 67rgkgw8hfad6ivhdi8nx import assigned reward codes docid\ gq8 fmgl4zji3fkilnxmc import assigned reward codes docid\ gq8 fmgl4zji3fkilnxmc need help? for questions about importing unassigned reward codes or additional guidance, please contact us at support\@getroster com mailto\ support\@getroster com for related topics, see the article on manually assigning reward codes to ambassadors