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How to Refresh Promo Codes

Update promo code names and re-issue promo codes to specific members

Ana Lopez avatar
Written by Ana Lopez
Updated over a week ago

For Promo Code offers, you can refresh promo codes to edit the discount code name and re-issue codes to an individual member or a specific set of members. This can be helpful if you detect a promo code leak or want to edit a member’s code to accommodate a creator’s request for a particular code name.

In this article, we’ll review how to refresh promo codes for members from your Sales Tracking dashboard, project workflow, and member profiles.

📣 Important Note: We recommend you compose an email to the affected member(s) to notify them of these changes, as they will not receive an automatic notification when edits are made.

How to Refresh Promo Codes for Members From Sales Tracking

  1. Go to Reporting > Sales Tracking

  2. Select a Promo Code Offer

  3. Select one or multiple members

  4. Click “Manage Offer for members”

  5. Select “Refresh Promo Codes”

  6. Enter a new promo code name for the selected member(s)

  7. Click “Update Offer”

  8. Compose a message to notify the member. This is optional, but highly recommended.


How to Refresh Promo Codes for Members Within a Project

  1. Go to a project

  2. Select one or multiple members

  3. Click “Manage Offers”

    1. Your project workflow must include the "Promo Codes" stage and have at least one promo code offer connected in order to see the “Manage Offers” button.

  4. Choose the Promo Code Offer you wish to edit from a list of the offers connected to the project. If a member does not belong to the selected offer, they will be excluded.

  5. Enter a new promo code name for the selected member(s)

  6. Click “Update Offer"

  7. Compose a message to notify the member. This is optional, but highly recommended.


How to Refresh Promo Codes for an Individual Member

  1. Go to their member profile by clicking on their name from within a project or by searching for them in the Members tab.

  2. Within the member’s profile, navigate to the Sales Tracking section on the right hand side under Member Details

  3. Click “Manage Offers”

  4. Choose the Offer you wish to edit from a list of the active offers that the member belongs to.

  5. Select “Refresh Promo Codes”

  6. Enter a new promo code name for the selected member

  7. Click “Update Offer”

  8. Compose a message to notify the member. This is optional, but highly recommended.

Frequently Asked Questions

What happens in Shopify when we refresh an existing promo code?

The previous promo code name will no longer be valid. All historical conversion data for the code will still be available within Aspire and Shopify. As the new code generates conversions, the data will be aggregated with previous conversion data.

Will creators receive an automatic notification that their codes have been changed?

No, we do not send automatic email notifications to members when an offer has been edited. You will be prompted to send a notification by selecting the affected members and initiating a bulk email. This is optional, but highly recommended. Any changes will be reflected immediately in the member’s Creator Portal.

Can we enter the existing promo code name to refresh a code's usage limits?

Yes. When setting up your offer, you may have selected to limit the number of times the code can be used in total. If you wish to reset this limit to 0, you can refresh a promo code by entering the existing code name.

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