This article will serve as a guide to those brands who are on Shopify and would like to assign, distribute, and track discount codes with unique rules outside of % or $ off like Buy X, Get Y offers. You could also follow these instructions if you are collaborating with another brand and you want to give your advocates a discount code to their site.
Step 1: Create Discount Rule in Roster
In Roster, Go to Settings > Discount Rules
Click “New Discount Rule” and create a manual discount rule
Name the Discount Rule
For example: 25% Ambassador Discount
Finish filling out the fields to reflect the discount code's rules
Step 2: Create Discount Codes in Shopify
Go to your Shopify admin portal to bulk create discount codes with your desired discount settings.
There are plugins such as Bulk Discount Code Generator you can use for this.
Step 3: Assign Pre-generated Codes to your Advocates
Export the list of codes you created in step 2 to a CSV. The CSV must have a column that has the codes.
Add codes to the manual discount rule by clicking Add Codes. Then upload your CSV. (Here is a CSV Template if you need one)
Turn on an automatic reminder to get alerted when you need to add more codes to the system.
Add the discount rule to a campaign in order to give your advocates access to one of the pre-generated codes
Step 4: Distribute Codes within Roster
DISTRIBUTE VIA PROGRAM
Select the Discount Rule to give all Program Members access to the offer
DISTRIBUTE VIA CAMPAIGN
On Step 2 of a Campaign, choose “Add Rule” under “Discount & Promo Codes”
Select the Discount Rule you want to give access to. When advocates join the campaign, they will see a button to generate a code.