Set up shareable codes
The most common way to set up shareable codes for ambassadors is at the program level. This ensures that each member of the program is able to create and/or be assigned their own code to share with the friends, family, and/or followers.
The next most common way to set up shareable codes is at the campaign level. This allows each campaign participant to have a shareable code to use in the context of a campaign. See to Campaign shareable codes for instructions on using shareable codes with campaigns.
Lastly, it's possible to set up shareable discount codes outside the context of either a program or a campaign. Refer to the Shareable discount rules guide for instructions and best practices on setting up shareable discount codes outside of programs and campaigns.
This guide will walk through the process of setting up shareable codes a the program level, as that is the most common scenario. There are a separate set of steps for both Shopify and non-Shopify brands.
Step-by-step instructions (Shopify)
Navigate to the referrals tab in program settings
- Log into your Roster account.
- Go to the Program Settings of the ambassador program where you want to enable shareable codes.
- Click on the Referrals tab.
- This is where you’ll configure shareable codes as a referral tracking method.
Add a new shareable code rule
- Click Add a Shareable Code.
- Enter the details for the new code:
- Set the discount type (e.g., percentage or fixed amount).
- Name the discount rule (e.g., "Friends and Family Ambassador Code").
- Leave additional fields as default or adjust settings as needed.
- Save the discount rule.
- A top-level discount rule will be created in Roster and synced with your Shopify store.
Review and customize the discount rule in Shopify
- Log into your Shopify admin account.
- Navigate to the Discounts section.
- Locate the newly created discount code.
- Make any additional adjustments, such as:
- Adding minimum purchase requirements.
- Setting customer eligibility criteria.
- Combining with free shipping or other settings Shopify supports.
- Save your changes in Shopify.
Confirm ambassadors can claim their shareable codes
Note: This part might be easiest to understand by watching this part in the video walkthrough above.
- Log in as an ambassador to confirm the setup:
- Navigate to the Referrals section of the Ambassador Portal.
- Check if the shareable code option is visible.
- As the ambassador, claim a personalized shareable code:
- Enter a unique name for the code (e.g., "ELLEN" for an ambassador named Ellen).
- Confirm the discount details.
- Click Create Code.
Test the shareable code end-to-end
- Share the ambassador’s code with a test customer.
- Make a test purchase in your Shopify store using the shareable code:
- Add an item to the cart.
- Apply the shareable code at checkout.
- Complete the purchase.
- Verify the purchase in Roster:
- Go to the Referred Orders section.
- Confirm the attribution details, including the ambassador’s name and code.
- Review the referral rewards (e.g., commissions, points).
Monitor code usage and performance
- Regularly check the Discounts section in Shopify for:
- Code usage statistics.
- Any necessary adjustments to the discount rule.
- Use Roster’s reporting tools to:
- Track the number of uses for each code.
- Assess the effectiveness of shareable codes in driving referrals and revenue.
Step-by-step instructions (non-Shopify)
Navigate to the referrals tab in program settings
- Log into your Roster account.
- Go to the Program Settings of the ambassador program where you want to enable shareable codes.
- Click on the Referrals tab.
- This is where you’ll configure shareable codes as a referral tracking method.
Add a new shareable code rule
- Click Add a Shareable Code.
- Enter the details for the new code:
- Set the discount type (e.g., percentage or fixed amount).
- Name the discount rule (e.g., "Friends and Family Ambassador Code").
- Leave additional fields as default or adjust settings as needed.
- Save the discount rule.
- A top-level discount rule will be created in Roster which will act as a container for the ambassador-specific codes that you assign to ambassadors in the program.
Assign codes to ambassadors
- Go to the Contacts section in Roster.
- Open an ambassador’s profile.
- Scroll to the Discounts & Links section.
- Click the Assign Code button.
- Select the newly created discount rule that you linked to the program.
- Assign a unique code for the ambassador (e.g., "JulieD").
- Save the changes.
Create codes in your e-commerce platform
- It is important that for each code you assign to an ambassador in Roster, the corresponding code has been created in your e-commerce platform.
- Configure the codes in your platform to reflect the discount terms you entered in Roster (e.g., 15% off).
Monitor and manage code usage
- Regularly check the Discounts section in Roster:
- View the usage and performance of assigned codes.
- Deactivate codes as needed.
- Ensure your e-commerce platform’s discount settings align with Roster’s configurations.
- Use Roster’s Referred Orders report to track orders attributed to shareable codes and analyze their impact.
Next steps
- Add shareable codes to smart links (Shopify) as an option for Shopify brands' ambassadors.
- Import existing shareable codes when coming from another platform.
- Import unassigned shareable codes for non-Shopify brands who want to automate assigning shareable codes to ambassadors.
- Shareable code FAQs for a list of commonly asked questions about shareable codes.
Need help?
If you have any questions or need assistance, reach out to our support team at [email protected].