Limit to first-time customers only

setting up a leak proof code in roster allows you to create exclusive discount codes that only apply to new customers this ensures that the discount is not used by individuals who have previously made a purchase from your store by using a leak proof code, you can incentivize first time buyers while managing your discount offerings effectively here’s how to set it up video walkthrough video transcript this is a transcript from the loom video walkthrough \[00 00] hey, this is jeff from roster in this tutorial i'm going to show you how you can set up a leak proof code for one of your programs that only applies to new customers \[00 12] so the discount would not apply to somebody who has already made a purchase from your store so let's go ahead and see how that's set i'm going to come into my programs and let's turn this on for my influencer program \[00 27] i'm going to come into program settings then i'm going to click on the referrals tab and here in the smart link card you can see i haven't set up my smart link yet \[00 33] so i'm going to do that i'm going to accept all these default values for the destination url and leak appearance \[00 39] and i'm going to open up the customer discount section and from this drop down i'm going to select apply a leak proof code to the order \[00 47] i could also do the shareable code, but in this case i'm going to do the leak proof code and i'm going to set this discount to 25 percent \[00 55] that's what i want to give if i wanted to constrain this discount to specific products or collections, i can do that here \[01 02] and since i want this to really only be applicable to a first time customer, i'm going to turn this allow discounts off \[01 10] because i don't want somebody to be able to use the smart link to get the discount multiple times uh, and then i'm just going to hit save right here \[01 20] and then what, what's happened now is that, uh, has created a leak, ruster's created a leak proof code discount in my shopify store \[01 29] and if i come over here to, in the left hand navigation, and click on discounts, and i can now see there's a discount rule for this leak proof code for my influencer program \[01 40] and right underneath this link to section, it shows view in shopify so i can go ahead and click that view in shopify link \[01 48] and because i'm logged into my shopify store, it just opens up directly into shopify admin and to this discount code \[01 57] and that any leak proof codes that get created when customers click on an ambassador's smart link will get created inside here and they would start showing up here \[02 07] right now it just shows one code, but eventually there will be lots of codes and you can click here to view all those codes \[02 14] but here, now that i'm in shopify admin viewing this specific discount code, i'm going to come to the eligibility section and i will want to select customer segments \[02 27] and this will pull up all of the customer segments that your brand has set up in this case, i already have a segment that's called customers who haven't purchased \[02 39] i'm going to select that segment and hit add and then when i click save on this discount rule it's going to save the eligibility \[02 48] to only customers who haven't purchased so before i click off here though, let's go ahead and go over to the customers tab in the left hand navigation in the shopify admin and click on segments \[03 01] and i can now go find customers who haven't purchased and this was actually a default segment that shopify created for me \[03 10] i didn't actually have to do anything, uhm now it looks like you can click on here and it will show you the rules that shopify used to create this \[03 17] basically it just says where number of orders of a customer equals zero okay, so let's come back into roster and i'm going to go get a smart link for one of my ambassadors \[03 30] so we'll click into julie's profile and we'll come over to the discounts and links section night i'm just going to copy her smart link and it's really important when you're testing things with smart links and discounts and referral and tracking everything that you always open up an incognito browser \[03 49] so i'm just going to open up a new incognito window, make sure you've closed all the other incognito windows you have open \[03 59] so if you have open several incognito tabs or windows, um, that actually hangs on to all of the, the cash and the cookies and everything \[04 09] so you have to close them all down to get a fresh, a fresh date but um, i've now clicked on julie's link here and i'm going to click on a product, add it to the cart \[04 21] i'm going to view the cart and click on checkout and you can see here that a leak proof code has automatically applied to this cart \[04 33] i'm not logged in as a customer so if an existing customer would have clicked on that link, um, and put something in their cart and gone to checkout and they're currently logged into, to your store as a customer, this discount would not have been applied automatically because shopify would have detected \[04 52] that they're an existing customer i guess i should say a customer who has made at least one order is trying to use that code \[04 59] it just simply wouldn't have appeared here so it wouldn't show up but in the event that either a new or an existing customer isn't logged in, then shopify defaults to adding the code that gets applied from the roster smart link \[05 12] and now what i'm going to do, i'm going to come back to my store and i'm going to get one of these existing customers \[05 18] let's see click on customers and it looks like jane i'm going to copy her email address so back into here, if i did jane doe com, i can pull, put all that in \[05 32] now it's going to ask for my information and as of right now, i don't have a jane doe com who's a customer \[05 42] so that discount code stays there but let's say that one of your existing customers is now going to log in and they type in their email address \[05 51] well, shopify sends that email address to your backend and it detects that it's a current customer and it automatically removes that discount code from their order \[06 00] terms so that order, that's no longer applicable to them so they can make the purchase still and maybe they have some other discount code they can use, but they're not able to use the discount code generated by roster because we've limited it to first time customers only \[06 17] so that's how you can constrain discount codes in roster to only be applicable to customers and as you saw when you were, when we were looking at the discount rule inside of here, the only constraint really is which segment you want to create \[06 39] so you could, in theory, uhm, choose any segment you can choose multiple segments you could say customers who've only, you could say at least two purchases \[06 51] you could say customers who have not purchased in the last six months so you could really get creative on who you want to make that discount eligible to \[07 02] really, whatever you can do in creating a segment, you can then apply that segment to a discount code, and shopify will handle that validation for you \[07 12] you can also apply it to, to, uhm, specific product collections, and, uhm, yeah, set dates anything you can do in the shopify admin with a discount code, you can do with the roster leak proof code \[07 24] some of this stuff you just need to come into shopify admin to further customize so, hopefully that gives you some ideas on how you can fine tune the leak proof codes that you use in roster \[07 34] alright, see ya step by step instructions access the program settings navigate to programs in the left hand navigation menu select the program you want to set up the leak proof code for, such as your influencer program click on program settings set up the smart link and discount go to the referrals tab in the smart link card, set up your smart link if not already done open the customer discount section from the dropdown, select apply a leak proof code to the order set the discount value, e g , 25% optionally, constrain the discount to specific products or collections turn off allow discounts to ensure the discount is only applicable to first time customers click save configure the discount in shopify go to the discounts section in the left hand navigation menu click on the new leak proof code discount rule click view in shopify to open the discount in shopify admin in the shopify admin, navigate to the eligibility section select customer segments choose the segment titled customers who haven't purchased click add and then save to restrict the discount to new customers only verify the discount application copy a smart link from an ambassador's profile, e g , julie's profile, in the discounts and links section open an incognito browser window to test the link add a product to the cart and proceed to checkout verify that the leak proof code applies automatically for non logged in or new customers if an existing customer logs in, ensure the discount code is automatically removed customize eligibility and segments in the shopify admin, navigate to customers > segments review or create customer segments as needed apply any additional eligibility criteria to your discount codes, such as purchase history or specific time frames fine tune discount eligibility use shopify's segment creation tools to define who is eligible for the discount customize constraints such as purchase frequency or inactivity apply these segments to your roster leak proof code to ensure precise targeting need help? if you need any additional assistance with with your roster account, feel free to contact our support team at support\@getroster com mailto\ support\@getroster com we're here to help!