Shareable discount rules

shareable discount rules in roster enable brands to create and manage discounts that ambassadors can share with their audience, fostering customer engagement and tracking referrals this guide provides an overview of shareable discount rules and their functionality within roster video walkthrough video transcript this is a transcript from the loom video walkthrough 0 00 hey there, this is jeff at roster in this video, i'm going to walk through at a high level what a shareable discount rule is, so you have a better understanding of how these discount rules work within roster 0 12 to get to the discount rules page, simply click on the more icon here in the left navigation, and then select discounts, and you'll be brought to a list of all of the discount rules that your brand currently has 0 23 in the little left hand aisle of this table, you can see that there's some icons, and when you hover over the icons, they tell you what they are 0 31 the icon that shows the three little people, that indicates that it's a shareable discount rule and as the tooltip states, this is intended to be shared by the ambassadors with their friends, family, and followers 0 43 shareable discount codes, when used by anybody other than the ambassador, other than other ambassadors in the program, will be considered referrals 0 52 so it's just one of the core ways that roster tracks referrals on behalf of your ambassadors uhm, a shareable discount rule allows you to have one discount rule that groups everybody together 1 04 into, uhm, one list so any of the discount codes that get generated in the context of this discount rule will all be listed here 1 15 and from there you can individually activate or deactivate the codes but we'll get into that in a second a couple things that you can do from the discount rules page, you can click to view the details and it will show you some information about the, uhm, the, the codes 1 31 there's a performance section that tells you how many are signed, how many times they've been used in aggregate, and the total revenue 1 36 and then there's some details about the code itself in this case, it's a 20% off code it applies to all products and each code is limited to five times per use 1 47 you can see what it's linked to in this case, it is linked out to the, uhm, the influencer program as that program shareable discount code and in this case, this is a shopify linked discount role 1 58 so i can click on this view and shopify link and it's going to open up my shopify admin, assuming i have access to it and it's going to take me right to the context of this discount code 2 11 now in shopify, uhm, when we create a discount role in roster, it gets linked to a top level discount code in shopify and then any of the codes that we create within it, which shopify now creates 2 24 calls, redeem codes are created inside of it so here you can see at the top of this view in shopify that three codes have been created and i can click view all codes 2 34 the first code is always just going to be the name of the discount rule that we create because shopify makes it just do that 2 41 no one will ever be assigned to that code and then you'll see a list of the codes that are currently still active in this discount rule 2 48 so here's these two codes here and if i come back to roster, you can see those same two discount codes right there 2 55 um, if you want to make any changes to the discount rule itself, you can click on edit discount rule and you have the option of changing between percentage and fixed amount, changing the title, which in the case of shareable codes is visible to ambassadors 3 11 you can also add a description that will give ambassadors further instructions, like if you have restrictions on how they use these codes, uhm, a reminder never to leak their codes intentionally, or ask other people to leak their codes, or whatever that might be, you can consider that 3 28 constrain these shareable codes to certain products or collections in shopify, again if this is a shopify linked code, and set some other features 3 38 in a separate video, i will cover more details about how to further customize a discount code that is linked to shopify, roster doesn't have all of the options in our ui, but i can show you how, i will show you how to further customize it in your shopify admin 3 57 okay so, from an ambassador's perspective, i just kind of want to go over what this looks like, uhm, when they have a shareable code, so if i click on this ambassador, and then click login as contact, once that ambassador view for this ambassador loads, i can click on the referrals tab, and here, there 4 20 will, on the referrals tab, there will be a section called shareable discount codes, and i will see a card specific to that code, and that card will tell me if there's a, uh, tell the ambassador whether or not this code expires 4 32 how many, uh, the limit of uses it has, and how many referrals i have generated from this code it will also give me some information about what the discount is to my customers, and if i'm in a program that has referral points or commissions, that will be listed on the top of the page as well 4 49 uh, we're going to cover other bits and pieces of discount rules and discount codes in subsequent articles, but for now, just consider this a high level overview on the shareable discount rules within roster 5 04 thank you 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 shareable discount rules on the discount rules page, locate the icons in the left hand column hover over the icons to view their descriptions three people icon indicates a shareable discount rule shareable discount rules are designed for ambassadors to share with their audience, generating referrals when used by non ambassadors view and manage discount rule details click on a shareable discount rule to open its details page review the following sections performance total codes assigned, times used, and total revenue generated details discount type (e g , percentage or fixed amount), applicable products, and usage limits linked programs programs associated with the discount rule for shopify linked discount rules click view in shopify to open the discount rule in your shopify admin review top level and redeem codes created under the discount rule edit a shareable discount rule select edit discount rule to update settings change the title (visible to ambassadors) add a description with instructions or guidelines adjust discount type (percentage or fixed amount) constrain discounts to specific products or collections (shopify only) save changes to apply updates across all associated ambassadors preview the ambassador's experience log in as an ambassador to review their perspective navigate to the referrals tab locate the shareable discount codes section ambassadors can view code details, including expiration and usage limits number of referrals generated from the code benefits to customers and associated rewards (e g , referral points or commissions) related articles shareable codes guide docid\ nu vi 2ka5la8n gukd7g import assigned reward codes docid\ gq8 fmgl4zji3fkilnxmc re import shopify discount codes docid\ shmtoxrplnwe 4kt tkvp advanced shopify discount options docid\ t5vemikglhfn7bwskhpgl need help? for further guidance on shareable discount rules or customization options, contact our customer success team at mailto\ support\@getroster com we’re here to assist!