Auto-generate coupon

Settings > Affiliate link & coupon > Coupon. Available from the Professional plan.

Imagine you have so many affiliates joining regularly. Manually assigning coupons for each of them would be very time-consuming and overwhelming. This multi-step manual task can be optimized by automatically generating coupons following a preset rule.

With the Auto-generate coupon feature, as soon as affiliates join your program, our system automatically creates a coupon code for each of them with the same discount rules you set for the sample coupon.

Set up Auto-generate coupon

To start setting up Auto-generate coupon, please follow the below steps.

1. Create a discount code in the Discounts section of your Shopify admin (please DO NOT choose Automatic discounts because our system only tracks referrals with normal Discount codes).

2. Go back to UpPromote > Settings > Affiliate link & coupon > Coupon > Auto-generate coupon > click Set up > switch it on > Save > add Sample coupon.

3. Select the program(s) that you want to generate coupons automatically for. 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 (the affiliate ID can be found in the Affiliates tab). 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. Finish setting up by clicking Save.

Note:

  • The latest sample coupon created will be displayed on top of the sample coupon list.

  • Once added, please do not change the sample coupon's name on Shopify to avoid auto-generate coupon errors.

  • You can change the description but it will only apply to newly generated coupons. Old coupons will still have the old description.

Auto-generate coupons for existing affiliates

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.

The system will also send the New Coupon email to affiliates once they have a new coupon added to their account.

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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