Manually assign discount codes

3 min

Manually assigning discount codes to ambassadors allows brands to maintain full control over how codes are created and assigned. This is especially useful for brands that prefer a personalized touch in code naming. With this feature, you can assign discount codes to ambassadors directly within Roster, ensuring they have the tools they need to promote your brand effectively.

Step-by-step instructions

Access the discounts page

Navigate to Discounts in the left-hand navigation menu.

You’ll see a list of rules, some of which may be linked to your Shopify store or other external systems.

Assign a discount code to an ambassador

Navigate to Contacts in the left-hand navigation menu.

Filter the list by program, selecting Ambassadors or the relevant program.

Select a contact by clicking their name to expand their profile.

Scroll to the Discounts and Links section to check if the ambassador already has a code assigned.

If the ambassador does not have a code, click Assign Code.

In the Assign Code dialog:

Select the relevant discount rule from the dropdown menu (e.g., Friends and Family Discount - 10%).

Create a unique code for the ambassador.

Tip: Consider including the ambassador's name or the discount percentage in the code for clarity, e.g., Cassandra10.

Click Create to assign the code.

Verify the code in Shopify (if applicable)

For Shopify-linked discount rules, click View in Shopify in Roster to verify the code is created and added to the appropriate rule in your Shopify store.

Check that the new code is grouped correctly with the top-level discount rule.

Assign a discount code for a manual rule

Select a manual discount rule from the list on the Discounts page.

Manual rules are not linked to Shopify or any other external system.

Navigate back to the Contacts page and select the desired contact.

In the Discounts and Links section, click Assign Code.

In the Assign Code dialog:

Select the manual discount rule.

Create a unique code for the ambassador, such as DavidPersonal1234.

Click Create to save the code.

Note: For manual discount rules, copy the generated code and ensure it is created in your external system if necessary.

Confirm assigned codes

Return to the Discounts page in Roster and open the relevant discount rule.

Verify that the newly assigned code appears under the assigned codes section.

For manual codes, confirm the code has been added to your external system, if applicable.

Need help?

If you have any questions or need additional guidance, contact us at [email protected].