All Collections
Program Setup
Referral/Discount Code Settings
Referral codes 101: everything you need to know
Referral codes 101: everything you need to know

How your ambassadors' unique referral codes are created, where you can find them in your Shopify discounts list, and how you can edit them

Shelby Baldwin avatar
Written by Shelby Baldwin
Updated over a week ago

Your ambassador's codes are the most important part of your program, because the codes are what your ambassadors use to promote you (and the codes are how you track their sales!). Here is everything you need to know about these codes, how they are created, where to find them, and where to edit them.

How are the unique ambassador referral codes created?

1. You set the Referral Rule in your settings

In Settings > Program Settings, you create a "referral rule" for your ambassador referral codes. This rule tells our app what discount rate you want the unique codes to take off, among other settings. For each program tier you have, there is one referral rule that contains all the codes for the ambassadors in that particular tier. So, you may have multiple referral rules. Read more about how to configure this setting here.

2. This Referral Rule is created in your Shopify discounts list

You will then see that our app created the Referral Rule(s) in your Shopify discounts list. Inside this rule is where your ambassadors' individual, unique codes will appear.

3. The ambassador chooses their code in their application

When an ambassador applies for your brand's program using the application form you create, they will have the opportunity to provide their desired discount code name in a required question that asks, "What would you like your referral code to be?"

We allow the ambassadors to choose/create their own codes (A) to make it easier on you (your ambassadors won't have to ask you to change their code if they don't like it!), (B) so your ambassadors will more easily remember their code, and (C) so that your ambassador codes are more concise and meaningful than just a random string of characters, which is what a lot of other apps create.

***The help text in this question (above, "Ex. Tanya15") cannot be edited, but it is dynamic - meaning, it will update based on the discount rate that your ambassadors' codes deduct. For example, if your program's default Referral Rule is set to offer 20% off, the help text will say, "Tanya20", so that your ambassadors enter their codes using the correct number.

4. Our app creates the code

If the code the ambassador requests in their application form is available in your Shopify store discounts (as all codes must be unique), then our app will automatically generate that ambassador code for them and it will be active on your Shopify store as a discount code. You will be able to find it within the referral rule you created in step 1. Just click the price rule in Shopify to open it, and click the button that says "View All Codes".

This will open a list of all of your ambassadors' unique codes!

Where do I find the unique codes in my Shopify account?

Your referral codes are found within the referral rule that you created in your Buzzbassador settings. To find them:

1. Identify your referral rule

Go to your Buzzbassador settings > Program Settings, and figure out the name of the active referral rule for your Ambassador Referral Codes. It's the text you see in the "Referral rule title" field. In the example below, the price rule is "Referrals".

2. Open the referral rule in your Shopify discounts list

Go to Shopify > Discounts and search the referral rule title. Then click the referral rule to open it.

3. Click "View all codes" at the top

Once you open the referral rule, there will be a "View all codes" button. Once you click this, a list will open that shows you all of your ambassadors' unique codes.

How do I edit one of my ambassadors' codes?

Let's say an ambassador wants to change the code that they chose, or the original code they wanted wasn't available. You can always change the code in Buzzbassador from the Ambassador Log page. Just click the yellow edit icon by that code.

This will open a pop-up where you can update the code. Just type in the new code that you want, and click "Update Code". Make sure the code you are changing it to is unique (meaning that it's not already a code in your Shopify store), or you will get an error message. All discount codes must be unique -- Shopify's rules.

Can my ambassadors edit their own codes?

Yes! An ambassador can edit their own referral code any time from their Buzzbassador account, which they can log into here. They just need to go to Settings (โš™๏ธ) > Referral Settings, and click the yellow pencil icon next to their Referral Code.

This will bring up a 'Change Your Referral Code' pop-up. They'll just type their new code into the field, and click the yellow 'Update Code' button.

This will update the code in the merchant's Shopify account and Buzzbassador account.

If you have any questions about the referral code process, send us a chat! We are always happy to help :)

Did this answer your question?