Assign Vanity Share Links or Referral Codes for Advocate

Advocate automatically generates unique share links and referral codes for each participant. To create a more personalized experience, you can assign a custom vanity link or code to an individual participants.

Key rules & use cases

• Vanity links and codes must be unique to each participant.

• Associate each vanity link or code with only 1 referral program.

• A participant can have multiple vanity links and codes active at the same time.

Vanity links are useful when you want to provide a memorable link or code for a top-performing advocate, such as a social media influencer (e.g., share.yourdomain.com/INFLUENCER10).

	Automatically generated example	Vanity example
Referral code	CODE4746	INFLUENCER10
Share link	share.yourdomain.com/mzw&lkO	share.yourdomain.com/INFLUENCER10

Open the participant's profile

All vanity share links and codes are managed on individual participants' profiles. To view this information on a participant’s profile:

1. In the left navigation menu, select [Engage] → Participants.

2. Search for and select the name of the participant whose code you want to change. This opens their participant profile.

3. Select the Codes and links tab below the participant’s program info.

Assign vanity referral codes

You can convert an existing referral code to a vanity code, or create a new vanity code.

Change an existing referral code

1. Under the Referral Codes heading, hover your cursor over the code you want to change and select Edit.

2. In the Referral Code box, enter the new code.

   
3. Optionally, if you want to permanently deactivate the old referral code, deselect Keep {CODE} as a working referral code.

   • impact.com recommends deactivating the old referral code if you suspect potential referral fraud or if it was used as part of a now inactive campaign.

4. Optionally, if you want to have a new share link automatically generated, deselect Keep using existing sharelinks.

5. Select Save.

Add a new vanity referral code

1. Under the Referral Codes heading, select Add Referral Code.

2. From the Program [Drop-down menu], select the program for which you want the referral code to be used.

3. In the Referral code box, enter the vanity referral code.

4. Set the referral code as a primary or secondary referral code for this program.

   • Secondary referral codes don’t show up in the program widget, emails, or other participant touchpoints. Secondary codes can be useful when you want to run targeted campaigns or other limited-time promotions.

5. Select Add.

When you select Set as primary referral code, Advocate automatically generates a new unique share link. If you want the new share link to match the vanity referral code, see the section on changing an existing share link.

Assign vanity share links

To use vanity share links, you must have set up a custom domain.

Change an existing share link

You can modify any existing share link with vanity information. If you previously created a new vanity referral code, use this process to customize the share link that was automatically generated.

1. Under the Share links heading, hover your cursor over the share link you want to change and select Edit.

   • This button is only displayed after you’ve set up a custom domain.

2. Update the text at the end of the URL with the new vanity code.

3. Optionally, if you want to permanently deactivate the old link, deselect Keep {LINK} as a working share link.

   • In the event of potential referral fraud or when retiring links from now inactive campaigns, you can return later and deactivate old links from this menu.

4. Select Save.

Assign a new vanity share link

Note: New vanity share links can be added even when you aren’t creating a corresponding vanity referral code. This option is especially useful for targeted or limited-run campaigns.

1. Under the Sharelinks heading, select Add Sharelink.

   • You only see this button after you set up a custom domain.

2. Select the program you want the share link to be used for.

3. Enter a vanity code in the text box at the end of the URL. If you previously created a new vanity referral code, then you can re-use this code for the share link.

4. Set the share link as a primary or secondary link for the program.

   • Primary links are used in widgets, emails, API and integrations. Secondary links are not. Secondary share links can be useful when you want to run targeted campaigns or other limited-time promotions.

5. Select Add.