Reward discount rules
4 min
Reward discount rules in Roster allow you to create personalized discount codes for your ambassadors, incentivizing them through exclusive discounts. These codes are typically for ambassadors' personal use and help drive loyalty and engagement. This guide outlines how to identify, manage, and utilize reward discount rules effectively.
Step-by-step instructions
Access the discount rules page
- Navigate to the left-hand menu in Roster and click on the More icon.
- Select Discounts to view a list of all your brand’s discount rules.
Identify reward discount rules
- Locate the Gift Icon in the discount rules list to identify a reward discount rule.
- Hover over the icon to confirm it is a reward discount rule.
- Reward discount rules are intended for ambassadors' personal use and are not eligible for referral commissions or referral points.
View and manage reward discount details
- Click on a reward discount rule to open its details page.
- Review the following sections:
- Performance: Total codes assigned, usage frequency, and total revenue generated.
- Details: Discount type (percentage or fixed amount), applicable products, and usage limits.
- Linked Programs: Programs associated with the discount rule.
- For Shopify-linked codes:
- Click View in Shopify to open the discount rule in your Shopify admin.
- Review all codes nested under the master discount code in Shopify.
Edit or deactivate reward discount codes
- To edit the settings:
- Click Edit Discount Rule.
- Update discount type, description, or applicable product constraints.
- Specify usage limits or end dates as needed.
- To deactivate a specific code:
- Locate the code in the list and select Deactivate.
- Ensure deactivation is synced in Shopify or your e-commerce platform if applicable.
Use reward codes in campaigns or milestones
- Reward codes can be added to campaigns as incentives:
- Navigate to the Campaign Brief and select Add Reward Code.
- Specify whether the reward is issued upon joining or completing the campaign.
- Include reward codes as part of milestone achievements:
- Edit the milestone settings and select a reward discount rule.
- Configure automatic issuance of the code upon milestone completion.
Monitor ambassador visibility and usage
- Log in as an ambassador to review their perspective:
- Navigate to the Rewards section on the homepage or the Rewards Tab.
- Ambassadors can view assigned codes, copy them, or redeem directly on your Shopify store.
- Ensure codes are visible and functional from the ambassador’s portal.
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Need help?
For further assistance with reward discount rules or related features, contact our customer success team at [email protected]. We’re here to assist!