--- title: Set up shareable codes slug: set-up-shareable-codes description: Set up shareable codes at the program level in Roster so each ambassador can create or receive a personal code to share with their audience. docTags: createdAt: 2024-09-21T20:53:32.750Z --- 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](docId\:NG4OZET-KQoUQNuXmNjhG) 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](docId\:htkG19I6lD2vQK0Vkqonu) 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) ::::WorkflowBlock :::WorkflowBlockItem ### Navigate to the referrals tab in program settings 1. Log into your Roster account. 2. Go to the **Program Settings** of the ambassador program where you want to enable shareable codes. 3. Click on the **Referrals** tab. - This is where you’ll configure shareable codes as a referral tracking method. ::: :::WorkflowBlockItem ### Add a new shareable code rule 1. Click **Add a Shareable Code**. 2. 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. 3. Save the discount rule. - A top-level discount rule will be created in Roster and synced with your Shopify store. ::: :::WorkflowBlockItem ### Review and customize the discount rule in Shopify 1. Log into your Shopify admin account. 2. Navigate to the **Discounts** section. 3. Locate the newly created discount code. 4. Make any additional adjustments, such as: - Adding minimum purchase requirements. - Setting customer eligibility criteria. - Combining with free shipping or other settings Shopify supports. 5. Save your changes in Shopify. ::: :::WorkflowBlockItem ### Confirm ambassadors can claim their shareable codes Note: This part might be easiest to understand by watching this part in the video walkthrough above. 1. 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. 2. 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**. ::: :::WorkflowBlockItem ### Test the shareable code end-to-end 1. Share the ambassador’s code with a test customer. 2. 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. 3. 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). ::: :::WorkflowBlockItem ### Monitor code usage and performance 1. Regularly check the **Discounts** section in Shopify for: - Code usage statistics. - Any necessary adjustments to the discount rule. 2. 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) ::::WorkflowBlock :::WorkflowBlockItem ### Navigate to the referrals tab in program settings 1. Log into your Roster account. 2. Go to the **Program Settings** of the ambassador program where you want to enable shareable codes. 3. Click on the **Referrals** tab. - This is where you’ll configure shareable codes as a referral tracking method. ### Add a new shareable code rule 1. Click **Add a Shareable Code**. 2. 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. 3. 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. ::: :::WorkflowBlockItem ### Assign codes to ambassadors 1. Go to the **Contacts** section in Roster. 2. Open an ambassador’s profile. 3. Scroll to the **Discounts & Links** section. 4. Click the **Assign Code** button. 5. Select the newly created discount rule that you linked to the program. 6. Assign a unique code for the ambassador (e.g., "JulieD"). 7. Save the changes. ::: :::WorkflowBlockItem ### Create codes in your e-commerce platform 1. 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. 2. Configure the codes in your platform to reflect the discount terms you entered in Roster (e.g., 15% off). ::: :::WorkflowBlockItem ### Monitor and manage code usage 1. Regularly check the **Discounts** section in Roster: - View the usage and performance of assigned codes. - Deactivate codes as needed. 2. Ensure your e-commerce platform’s discount settings align with Roster’s configurations. 3. 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)](docId\:wYHSmGHkgSLaljHUgwWOu) as an option for Shopify brands' ambassadors. - [Import existing shareable codes](docId\:z5r6nFY5hJI7fXeYEPNtm) when coming from another platform. - [Import unassigned shareable codes](docId:5DC4kX92lAGd_XB5WviS7) for non-Shopify brands who want to automate assigning shareable codes to ambassadors. - [Shareable code FAQs](docId\:St37j9ADUaS42prDr6e2t) 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 [support@getroster.com](mailto\:support@getroster.com).