Locate a discount code
3 min
Locating a discount code in Roster is a quick and efficient process, allowing you to trace a discount code to its rule, assigned ambassador, or orders where it was used. This is especially helpful for resolving order issues or verifying code usage. Below is a step-by-step guide on how to locate discount codes in your Roster account and in Shopify.
Step-by-step instructions
Search for the discount code in Roster
- Copy the discount code you want to locate to your clipboard.
- Navigate to More > Discounts in the left-hand navigation menu.
- Paste the discount code into the search box at the top of the Discounts page.
- If the code exists in Roster, it will display the relevant discount rule.
- If no results appear, the code does not exist in Roster.
- Select the discount rule to open it.
- Paste the code again in the search field within the rule to locate the assigned ambassador and additional details, such as usage count.
Locate orders associated with the discount code
- Navigate to Reports > All orders in the left-hand navigation menu.
- Open the Discount Code filter and paste the discount code.
- If the code was used, the associated order(s) will appear.
- If no orders are found, the code has not been used in any order.
- Select an order to view detailed information, including:
- Order details
- Attribution (if applicable)
- Referral rewards (if applicable)
Locate the discount code in Shopify
- In Roster, go to the Discounts page and search for the code to find the associated discount rule.
- Click View in Shopify to open the discount rule in your Shopify admin.
- In Shopify, click View all codes within the discount rule to see all associated codes.
- Use the search field within the discount rule to locate the specific code.
- Note: Shopify’s top-level search may not find individual redeem codes created within a rule. Searching within the rule ensures accuracy.
Understand common issues with code searches in Shopify
- Shopify’s main search only checks top-level discount rules and not individual codes created within those rules.
- Always use Roster’s Discounts page to identify the discount rule and then navigate to Shopify using the View in Shopify link.
- From the discount rule in Shopify, use the View all codes option to locate the specific code.
Need help?
If you have any questions or need additional guidance, contact us at [email protected].