# Manage Your Promo Codes When managing promo codes, you can perform actions such as *Expire*, *Download*, *Change active dates*, and more. This article will guide you through performing these actions. 1. From the left navigation menu, select ![](https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-230534471fef5f40808e921e41ee44e4a06ded03%2Fe6cb9548999afdc1ed3ce4942e4cb5b45b5cecbd323267aac2a7cd1915fccc09.svg?alt=media) **\[Engage] → Content → Promo Codes**. 2. Use the filters to find specific resources. Refer to the *Filter reference* table below.
Filter reference | Filter | Description | | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | Search bar | Optionally, use the search bar to find a promo code by *Name*. | | Partner | Select **Partner** to filter for promo code applicable to a specific partner. | | Code Schedule |

Note: The Active Promo Codes status filter is set by default.

• All: View promo codes in all statuses.

• Pending Promo Codes: Promo codes which have been created but haven't started yet.

• Active Promo Codes: Promo codes that are currently Active.

• Expired Promo Codes: Promo codes which were previously Active and have now Expired.

| | Deal | Select **Deal** to filter promo codes by a specific deal. | | Code Type |

Select Code Type to filter promo codes by a specific code type.

• All: Promo codes in all code types.

• Tracking Codes: Promo codes that are tracking-specific.

• Restricted Codes: Promo codes that are restricted.

Note: As part of ongoing platform improvements, we are retiring the Restricted Promo Codes feature at the end of February. Please review your current configurations and plan accordingly.

| | ![](https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-8ec3e877b1397045c61d394485e72ac4d93120ee%2Fc6ddb46c637059f06e86c790a911217a9428f5c47b5efef046f90555e85b03cd.svg?alt=media) **\[More]** |

Select \[More] to filter by Credit Policy or Match Type.

• Match Type: How strictly the promo code must match in order for the partner to earn credit for the conversion.

• Credit Policy: Determines when a partner or media source gets credit for a conversion when a promo code is used.

|
3. Hover over the promo code you want to action, and select the ![](https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-b5e1740618ed6571d97b8fed7c25a7678f85d375%2F299632fb6f4f91fbf9847471754cc6180e4284a65b4960af4c4ea472a159f552.svg?alt=media) **\[Unchecked box]** in the left-hand to perform various actions. Then select **More actions** and choose a desired action from the list below: * Optionally, select **Apply Deal** to incorporate a [deal](https://help.impact.com/brand/what-would-you-like-to-learn-about/platform-features/deals/deal-types-overview) from the ![](https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-c2cb550b55c51ea1eeff0acbd6f437a03b621a2c%2F60d033ae8a04c14498d5229c3c0160ac05feea7f605dbd770741793c900469f0.svg?alt=media) **\[Drop-down menu]**. * Refer to the *More actions reference* table below.
More actions reference | Status | Use case | | ------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | Expire | Used to expire an *Active* promo code. | | Reactivate | Used to activate an *Expired* promo code. | | Download | Used to generate a CSV file with details about the selected promo codes, including the code, description, dates, usage limits, status, and discount type, for all promo codes in any status. | | Change active dates |

Used to change the dates a promo code is set to be active.

1. Select Change activate dates.

2. Choose the date for which the promo code will be active and expired.

3. Select OK to confirm this duration adjustment.

Active dates scenarios:

• Promo codes in an Active status change to Pending if the new dates are in the future.

• Promo codes in a Pending status change to Active if the dates overlap with today.

• Promo codes in an Expired status change to Pending if the new dates are in the future.

|
2. Select ![](https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-55f9a4ba17f1edde22510bc766728b311864c461%2Feaf620c7b74ff071d06c5e1b12bb1bd184361280cdc0ea896c3f8058c11b8532.svg?alt=media) **\[Columns]** on the right of the screen to add or remove columns from the table. * See the *Columns reference* below for more information.
Columns reference | Column | Description | | --------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | Promo Code | The name of the promo code. | | Type | The type of promo code (e.g *Tracking Codes* or *Restricted Codes*). | | Media | The media source for the promo code. | | Deal | The [deal type](https://help.impact.com/brand/what-would-you-like-to-learn-about/platform-features/deals/deal-types-overview) associated with the promo code. | | Match Mode |

• Exact Match: The promo code matches exactly, no variations allowed for the partner to get credit.

• Regex Match: Patterns were used to match the promo code, allowing for more flexibility in what counted as a match.

| | Credit Rule |

• Always Credit: Promo code always gets credit.

• Credit If Involved: Promo code only gets credit if the partner drove clicks.

• Credit If Winner: Promo code only gets credit if the partner drove the winning click.

| | Status | The current status of the promo code. | | Date Assigned | The date the promo code was created. | | Scheduled Dates | The dates the promo code is set to *Activate* and *Expire*. |