Modify a discount rule
3 min
Modifying a discount rule in Roster allows you to make updates such as adjusting the discount amount, changing its discount type, or adding restrictions to better suit your program goals. This guide walks you through the process of editing an existing discount rule and ensuring your changes are synced with your e-commerce platform.
Step-by-step instructions
Access the discount rules page
- Navigate to the left-hand menu and click on the More icon.
- Select Discounts to view the list of discount rules.
- Identify the discount rule you want to modify from the list.
Edit a discount rule
- Click on the desired discount rule to open its details.
- Select Edit Discount Rule to open the editing dialogue.
- Update the discount rule settings:
- Adjust the discount amount (e.g., change from 20% to 25%).
- Change the discount type (e.g., switch between percentage and fixed amount).
- Add or update the description to provide instructions for ambassadors.
- Apply product or collection restrictions (Shopify-only).
Save changes and sync with e-commerce platform
- Click Save to apply your changes in Roster.
- If the discount rule is linked to Shopify, changes will automatically sync with your Shopify admin.
- For non-Shopify platforms, manually update the corresponding discount rule in your e-commerce system to ensure alignment.
Verify updates from an ambassador’s perspective
- Navigate to an ambassador’s profile in Roster.
- Log in as the ambassador and go to the Referrals or Rewards tab.
- Confirm that the updated discount rule is reflected in the ambassador’s view (e.g., updated discount amount or restrictions).
Optional: Add advanced configurations
- If needed, update the following advanced settings:
- Constrain the discount rule to specific products or collections (Shopify-only).
- Set an expiration date for time-limited promotions.
- Deactivate the rule if it is no longer needed.
- Refer to additional resources for modifying Shopify-specific discount rules.
Need help?
For further assistance with modifying discount rules, contact our customer success team at [email protected]. We’re here to help!