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Hyper Personalized Referral Codes

Give each advocate their own referral code, such as SAM15: import a CSV of codes and emails, keep codes across tiers, and add more advocates later.

Personal referral codes give each advocate a code of their own to share, such as SAM15, instead of a code from a shared batch. You set them up on your referral rules by importing a CSV file that matches each code to an advocate's email address.

Before you start: turn on Referrals & Affiliates and add a rule for the tiers you want to give codes to. See Referrals & Affiliates. Make sure the codes are also set up in your online store, so they work at checkout.

Video Walkthrough

1. Make your CSV file

Create a CSV file with two columns, code and email. Add one row per advocate: the code you want them to have, and the email address of the advocate it belongs to.

codeemail
SAM15sam@example.com
ALEX15alex@example.com

Download the CSV template and add your own codes and emails.

2. Create the promotion

  1. Go to Advocates › Referrals & Affiliates.
  2. Find the rule for the advocate's tier and click Add promotion. Keep Create new promotion selected.
  3. Give the promotion a Name, and set the Type to Personal (One promo code per advocate).
  4. Choose the Discount type (Amount, Percentage or Free shipping) and enter the discount.
  5. Under Promo code creation, choose Import from file, click Import codes (.csv) and upload your file.
  6. Set the Redemption limit (Per promo code): how many times each code can be used. Tick Renew code after redemption limit is reached if you want advocates to get a fresh code when theirs runs out.
  7. Click Save in the window, then click Save at the top of the page.

Each advocate then sees their own code in your portal, on the Referrals & Affiliates card under Overview.

3. Keep codes when advocates move up a tier

Advocates only keep their personal code in a new tier if that tier's rule has the same promotion. To add it:

  1. On the next tier's rule, click Add promotion.
  2. Choose Use existing promotion, search for your promotion by name or ID, and select it.
  3. Click Save at the top of the page.

Repeat this for every tier the advocate could move into.

4. Check who has which code

Go to Promotions, open your promotion and select Code distribution. You'll see each advocate, their code, and its redemptions, orders and order value. Use Search codes or Filter by advocate to find someone.

5. Add codes for more advocates later

  1. Make a new CSV with the same two columns, code and email, listing only the advocates you're adding.
  2. Go to Promotions and open your promotion.
  3. On the Edit tab, click Import more codes (.csv) and upload the file.
  4. Click Save.