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.
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
Need help?
For questions about importing unassigned reward codes or additional guidance, please contact us at [email protected]. For related topics, see the article on manually assigning reward codes to ambassadors.