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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!

Alisa Arata avatar
Written by Alisa Arata
Updated over a month ago

Step 1: Fill out your Offer details

  1. Complete the Offer Name

  2. + Add Description (optional and internal)

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

Step 2: Customize your commission and discounts

  1. Amount Off will be selected by default

  2. Define a Discount Value for your Promo Codes

  3. Edit and add Payouts to set up your Commission Tiers!

    • Select between Commission per Sale (CPS %) or Cost per Conversion ($)

Step 3: Configure any additional settings

Discount Links & SecureCodes

Enable the option to generate unique discount links for creators. These links can be shared directly or lead to a personalized creator store. Learn More


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Purchase Restrictions

Set up restrictions for the Promo Code offer to limit:

  • Purchase Type

  • Usage Limits

  • Minimum Purchase Requirements

  • Collection Restrictions

  • Discount Combinations

Offer Active Dates

If you want to adjust the start date, or optionally add an end date for your promo codes.

The end date will determine when the promo code is expired, and not longer applicable.

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.

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.

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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