Auto-generate coupon
Settings > Affiliate link & coupon > Coupon
Update: You can now set up Auto-generate coupon for specific programs and use Affiliate's first name for coupons to manage affiliate campaigns more effectively (Scroll below to learn more).
Imagine you have affiliates joining regularly. Manually assigning coupons for each member would be time-consuming and overwhelming because you need to create a discount on Shopify, then go back to the app and add it for each affiliate. This 5-step manual task can be optimized by automatically generating coupons upon a preset rule.
With the Auto-generate coupon feature, when affiliates join your program, our system automatically creates a coupon code for them with the same discount rule you set in the sample coupon.
To activate Auto-generate coupon, go to Settings > Affiliate link & coupon > Coupon > turn on Auto-generate Coupon.
Next, to set up a sample coupon, please follow the below steps:
1. Create a discount code in the Discounts section of your Shopify admin (DO NOT select Automatic discount because our system only tracks referrals with normal Discount codes).
2. Go back to the app > Settings > Affiliate link & coupon > Coupon > Auto-generate coupon > click Setup coupon.
3. Select a program or multiple ones to generate coupons automatically for them. If you want to create a sample coupon for all programs, please choose Select all.
4. Choose a Coupon Name's Format (Affiliate's name, Affiliate's first name, Random letters, or Affiliates select while registering)
Note: In case of a duplicate first name, the system will automatically generate coupons following the rule of FIRSTNAME+AFFILIATE ID. For example, if you have 3 affiliates named John, the first one will get the JOHN code, the second one will have JOHN2495068 (2495068 is his affiliate ID), and the third affiliate's coupon is JOHN2495063 (2495063 is his affiliate ID).
5. If you choose Affiliates select while registering, move to step 6. You can also learn more about this option here.
If you choose the coupon format of Affiliate's name, Affiliate's first name, or Random letters, you can set up to add a prefix or suffix to the auto-generated coupons.
- Prefix: Add characters to the beginning of the auto-generated coupons.
- Suffix: Add characters to the end of the auto-generated coupons.
6. Enter the sample coupon with a description (optional) about its usage.
Note: The latest sample coupon created will be displayed on top of the sample coupon list.
In case you want to add a new coupon for the current affiliate list with bulk action, you can create a new sample coupon as instructed, then click the cyan button - Auto-generate coupon for existing affiliate in the selected program(s) to assign the code to all affiliates in chosen programs that haven't been assigned with this coupon.
The newly assigned coupon will be shown on the affiliate account's Dashboard.
You can also send Bulk emails to affiliates to notify them about the new updates so that no affiliates miss the new coupon.
Note: After creating a sample coupon, you have an option to delete this sample coupon. Also, you can choose whether to remove all affiliate coupons that were generated by the sample coupon (make sure that you inform your affiliates about this change).
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