Overview
Coupon codes are used with our Welcome Message integration for referred individuals to get a discount towards their purchase after clicking on a referral link.
These codes are single use and generated by your system and accepted by your shopping cart or checkout/signup system.
How do I set up coupon codes?
Follow these steps to add coupon codes to your account.
Step 1: Go to the navigation menu on the left and click "Settings."
Step 2: Next, click the “Payments” tab.
Step 3: Under “Payment Methods,” hover your mouse over “Codes” and you’ll see a button appear. Click “Configure” and you’ll end up here.
Step 4: On this page, you can import a list of coupon codes via a CSV file. Start by going to the "Coupons" tab and then click the “Import Coupon Codes” button.
Your file should include the following columns:
code: Enter the code in this required column. This code must be unique and accepted in your shopping cart.
campaign_id: To restrict the code to a specific campaign, make sure to add the campaign UID in this column. The ID can be found in the "Campaigns" section under the "ID" column. If a code is not assigned to a campaign, it will be globally available to all campaigns.
Please note, to convert an Excel file to a CSV, simply choose "Save As" and select .csv as the extension.
Step 5: After clicking the button, a popup will appear with a sample file. When you’re ready to import your CSV, click to browse and find the file or drag and drop. Use the drop-down menu to select where to send the import results to and then click "Continue."
How do I view my codes?
After uploading, you can return to this page to view how many codes have been redeemed, who they were sent to and how many remain.
TIP: The "Filters" option in the top-right corner is a helpful tool for viewing codes tied to a specific campaign or sent to a specific ambassador.
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