How to configure your program settings

Here's how to set up your members' referral code, discount code, and reward settings

Avian Rubio avatar
Written by Avian Rubio
Updated over a week ago

Note: We use "Program" and "Member" as label-agnostic terms to refer to any marketing you are using Buzzbassador to facilitate, whether you refer to it as an affiliate program, influencer marketing, ambassador program, referral program, creator partnerships, brand reps, partner program, etc.

One of the first things you need to do when launching your program with Buzzbassador is to set your program settings. This includes the settings for your member's discount code, their unique referral codes, and their reward rate.

When a member joins your program, Buzzbassador will automatically generate a referral code and a discount code for them. The referral code will be for members to share with their friends, family, and followers. The discount code will be for members to use themselves. Additionally, when a member refers a sale with their referral code, they earn a reward.

**You can learn more about the difference between referral codes and discount codes here. You can also learn more about how the referral codes are automatically created here.

If you want to create multiple levels of programs for your members each having different reward or discount settings, you can do that with our Programs function. You'd simply repeat the steps below for each program that you want to create.

Step 1: Navigate to Program Setup

Go to Main Menu > Program Setup (left side menu).

Step 2: Open The Program Editor

If you want to edit an existing program:

If you are brand new to the app, you will see that there is already one program created for you, and it is set to be your Default program.

What this means: You can set one (1) program to be your default program. The default program is the one that all members are assigned to by default in the case that they are not otherwise assigned to a different program. You can see which program is set to default by checking the Default tag above the program name.

If you are brand new to the app, you likely filled in the program settings for this default program before you reached your Buzzbassador dashboard, during our onboarding process. If you have been here for a while, you may have also created additional programs. Regardless, any time you want to change the settings of an existing program, all you need to do is click the "Edit" button for that respective program.

If you want to create a new program:

If you want to add a new program in addition to your already existing program(s), all you need to do is click the pink/purple gradient "Add Program" button.

NOTE: Regardless of whether you are editing an existing program or creating a new one, the following steps (Step 3 - 7) will remain the same.

Step 3: Set General Program Information

Type in a name and description for the program. Both of these identifiers are intended for your team's internal use so that you can easily differentiate between each program and its unique requirements and perks. In other words, this is only visible to you - your members do not see it.

Step 4: Set The Discount Code Structure

Each program has a discount code that the members in that particular program can use to get a discount on their own personal purchases from your store.

To configure the discount structure for this tier, fill in the following fields:

  • Discount type: Can be set to either Percentage (ex. 10% off) or Fixed (ex. $5 off)

  • Discount value: This is the discount rate that the code will deduct from the member's order.

  • Discount code: This is the actual title of the code that will be created in Shopify -- in other words, it's what the member will type in at checkout to get the discount.

  • Product Eligibility: Can be set to either All, Certain Collections, or Certain Products.

  • Eligible collections/Eligible products: If Certain Collections or Certain Products is selected for the 'Product Eligibility' field, this field will appear as well. This is where you make the selection of which product(s) or collection(s) in your store are eligible for applying the discount.

  • Restrict Code to Members Only: If not selected and there's no check symbol on the box, the discount code will be eligible for use by any and all customers on your shop. If selected and the box is showing a check symbol, the discount code will only be eligible for use by your approved members in this program tier. In that case, your members must use the same email address at checkout as the one they used to apply to join your program in order for the discount code to work for them.

Step 5: Set Referral Code Structure

Each member receives their own unique referral code that they will share with friends and followers. You will need to set up the structure that those referral codes will follow for members in this particular program. We call this a "referral rule". You can find everything you need to know about how referral rules/codes work in this article.

To configure the Referral Rule for this program, fill in the following fields:

  • Discount type: Can be set to either Percentage (ex. 10% off) or Fixed (ex. $5 off)

  • Referral rule title: This is not the name(s) of the actual referral codes. Since your referral codes are unique for each member, they will be created as "sub-codes" under this rule, which is what you are setting here. This title is not an active code -- you can't type it in at the checkout of your store. No one else will see this rule title. Learn more about referral rules in this article.

  • Discount value: This is the discount rate that the referral codes will deduct from the referred customer's order.

  • Product Eligibility: Can be set to either All, Certain Collections, or Certain Products.

  • Eligible collections/Eligible products: If Certain Collections or Certain Products is selected for the 'Product Eligibility' field, this field will appear as well. This is where you make the selection of which product(s) or collection(s) in your store are eligible for applying the discount.

Step 6: Set Reward Settings

Lastly, you will need to customize the reward rate that the members in this program will earn when someone places an order with their referral code.

To configure the reward settings for this program, fill in the following fields:

  • Reward Rate: Can be set to either Percentage (ex. 10% of the order), Fixed Amount Per Order (ex. $5 per sale), or Fixed Amount Per Item (ex. $2 per sold item).

  • Reward Amount: For example, if you have a Percentage commission and the commission rate is set to 10%, the member would earn $10 from a $100 order.

  • Include discounts / taxes / shipping in commission calculation: If these boxes are selected (with a check icon), the commission will be calculated based on the total of the order including these factors. If these selections are not selected (no check icon), the commission will be calculated based on the total of the order not including these factors.

  • Restrict reward eligibility to certain shipping destinations: If this is selected, you will be able to decide which shipping destinations an order must be going to in order for the member to earn commission on that order. This comes in handy if you have very high shipping costs to a certain country; you may not want to pay commission on orders shipped there, seeing as your profit margins would likely be low. For example, if you only want to pay members' commission for US orders, you would select this, and type "United States" in the Applicable Shipping Destinations field.

  • Automatically decline commissions rewards for self-placed orders: If this is selected, any time a member uses their own referral code at checkout, the order will not count for commission. Many merchants select this to prevent members from attempting to "cheat the system" and earn commission back on their own purchases. Keep in mind that any declined commissions can always be recovered.

Step 7: Save Your Changes

Click the "Save Changes" button at the top right of the screen to save your changes to the program.

Once you've set all of that, you're done with configuring your program settings! Keep in mind that you can repeat the process above as many times as you'd like, to create as many tiers as you like. You can read more about creating multiple program tiers in this article.


If you need any further help, please don't hesitate to send us a chat at the bottom right corner of your app screen, or email us at [email protected].

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