Limit to first-time customers only
3 min
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.
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 [email protected]. We're here to help!