This article will serve as a guide to those brands who would like to assign, distribute, and track discount codes and are on a CRM other than Shopify.

Step 1: Install Tracking Pixel

  • To get started, you will first need to install a tracking pixel to your brand's website. This will allow you to track the performance of the discount codes you distribute to your ambassadors. See this article for step-by-step instructions.

Step 2: Create Discount Rule in Roster

  • In Roster, Go to Settings > Discount Rules

  • Click “New Discount Rule”

  • Name the Discount Rule (you can assign a specific name to individual ambassadors later, just use a general one for this step)

  • For example: Ambassador 25%

  • Finish filling out the fields to reflect the discount code's rules

Step 3: Create Discount Codes in your CRM

Step 4: (2 Options, read below)

If you want to… automatically assign pre-generated codes to your advocates

When this is useful:

  • If you’re not a Shopify brand, this is a great way to automate discount codes.

  • If you want to collaborate with another brand and give your advocates a discount code to their site.

Follow these steps:

  • Export the list of codes you created in Step 3 to a CSV. The CSV must have a column that has the codes with column name "Code".

  • 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.

  • To Distribute the discount codes you can:

    • Add the discount rule to a campaign in order to give your advocates access to one of the pre-generated codes

  • Add the discount rule to a program in order to give your advocates access to one of the pre-generated codes

**This feature allows ambassadors to see that they have a code available. Codes are assigned after an ambassador clicks "Get Code" in the portal.

If you want to… manually assign custom vanity codes to a select group of advocates

This is useful:

  • When giving a few individuals (like influencers) custom vanity codes

Follow these steps:

  • Go to a Contact Profile within Roster

  • Scroll down to “Discounts” (on the right)

  • Click “Assign Code”

  • Select the Discount Rule and type in the code you created in your CRM.

  • Now that code will be associated with that Contact Profile

Step 5: Distribute Codes within Roster

  • When someone signs into their Ambassador Portal and goes to Discount Codes & Links, they will automatically see the code that has been assigned to them. It's also helpful to distribute these discount codes in a few areas to ensure they are visible and top of mind. This can be done via a Campaign Brief or Email.


  • Once your ambassador has a code assigned to their profile, you can distribute that code in a personal email message (or mass email). Under “Personalize” and “DiscountRules” choose the discount rule you want to send and their individual code will be displayed in their email.

  • Please see below where you send a personalized email to a contact.


  • On Step 2 of a Campaign under “Campaign Brief” choose “Add Rule” under “Discount & Promo Codes”

  • Select the discount rule you want to use and it will display the ambassadors’ individual assigned code on the campaign brief (as long as they have a code assigned to their profile with that discount rule)

  • In the “Campaign Members” section, there will be a Discount Codes column to show you who already has a code assigned to their profile. If it is blank, you will need to create a code for that person (back to steps 3 and 4) before launching the Campaign.

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