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How to Create a Promo Code Offer

For Shopify brands who plan to provide a discount code to their customers. You can now include discount links with codes!

Written by Ana Lopez

Navigate to the Offers tab (right) > Select + Create Offer.

Step 1: OFFER SETUP

  1. Select Discount Offer as your offer type

    • Enable Secure Code, single-use promo codes designed to prevent coupon fraud; and/or Landing Page, co-branded landing pages for creators to share their favorite products and branded content with their audience.

  2. Complete the Offer Name

  3. + Add Description (optional and internal)

  4. + Upload image or select an icon (optional)

Step 2: CONFIGURE

Discount Configuration

  1. Shopify Discount Type: Amount Off will be selected by default, but you also have the option to Link Existing Discount

    • Linking Existing Discount is configurable through your Shopify admin directly.

  2. Define a Discount Value for your Promo Codes

    • Choose between Percentage or Fixed Amount

    • Then add the discount value

Purchase Restrictions

Set up restrictions for the Promo Code offer to limit:

  • Purchase Type*

  • Usage Limits

    • Limit to one use per customer

    • Limit usage to new customers only

    • Limit number of times code can be used in total

  • Minimum Purchase Requirements

  • Collection Restrictions

  • Discount Combinations

    • Product Discount

    • Order Discount

    • Shipping Discount

*Note: For Purchase Type, you will need to enable Subscriptions in Shopify before you are able to select this option on Aspire. It will require refreshing the Shopify connection on Aspire.

Code Naming Strategy

The naming strategy of your codes will determine how each unique code is named. Here are the options we currently support:

  • First Intial + Last Name

  • First Name + Last Initial

  • Full Name

  • Instagram Username

You can optionally include a prefix or a suffix in your naming convention.

Advanced Settings

UTM Parameters

Supported UTM variables: Enter a static value, such as "aspire" or select from a list of dynamic variables that will be unique based on the parameter selected.

Dynamic Parameter: By selecting any of the below, the parameter will be unique based on the creator's link!

  • {creator_name}

  • {creator_ig_username}

  • {project_name}

  • {link_offer_name}

  • {creator_tiktok_username}

  • {member_id}

Custom Parameter: Track campaign traffic in ways that go beyond the five standard UTM parameters. You can add up to three custom parameters.

Custom redirect

By default the unique link connected to the discount code redirects to your Shopify store's homepage. If you want customers to be redirect to a specific page (ie, specific product page or collection page), you can add a custom redirect URL.

Offer Validity

By default, the offer's start date will reflect the date and time you have created the offer in Aspire. But if you can set a custom start date. The end date is optional and can be left blank for evergreen offers.

You can also enable custom dates per promo code if you want the active periods to change from creator to creator.

In Shopify, each code will be grouped separately based on their active period.

Promo Code Shopify Group Name (Optional)

By default the Shopify discount group is formatted as [Aspire] - Offer Name. But you can customize this depending on your preference.

From Shopify > Discount, it looks like this:

Visibility (Optional)

Toggle on to hide the offer from the creator portal.

Step 3: AUTOMATION

Configure commission, rewards, and email automations for your offer.

Commissions

Default Commission

Toggle on Track Commission in Aspire to set up commission tiers.

  • Edit Commission Option (pencil icon)

    • Add commission label (ie: Default Commission)

    • Select a commission type: Cost per Conversion (CPA), Cost per Sale (CPS), Both CPA+CPS, or Cost per Click (CPC)

    • Add a commission amount: what the member will earn based on the payout type.

    • Default Commission toggle: applies the commission option to new creators and affiliates automatically

  • Edit Commission Rule (toggle icon)

    • Allows you to fine-tune your commission structure by applying custom logic to each payout tier within an offer. Guide here

  • Remove Commission option (trash icon)

Add Commission Option

  • Add more commission options and set up tiers (ie Bronze tier 5%, Silver Tier 10%, Gold tier 15%)

Automate Tiers

  • Move creators to upper tiers once they meet a specific threshold. Guide here.

Settings

  • Set up visibility and lookback window

    • Toggle on visibility of automated tiers and commissions on the creator portal

    • Choose the date from which we should start checking member conversions to calculate their payout tiers.

Rewards Automation

  • Set up performance-based rewards. Choose among Discount Code, Free Product, or Cash Rewards. Guide here.

Email Automations

  • Automate emails for offer events. Guide here. Choose among:

    • Offer Welcome Email: when a creator or affiliate is added to the offer

    • Tier Unlocked: when a creator or affiliate reaches specific thresholds that move them to the next commission tier.

    • X Conversion away from next reward: when a creator or affiliate is nearing a reward threshold

Step 4: Connect to your project

Navigate to the project you wish to connect the offer to > Select the Promo Code stage > Generate Promo Code substage > Set Up Offer within the yellow banner > Select the Promo Code offer you just created!

Within the Promo Code workflow stage, you will generate your promo codes. Once connected, you can:

  • Make adjustments to the promo code name.

  • Customize the promo code active dates (if that setting is selected under Offer Active Dates).

  • Define which payout tier will be assigned to which creator!

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