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 [Engage] → Content → Promo Codes.
2. Use the filters to find specific resources. Refer to the Filter reference table below.
3. Hover over the promo code you want to action, and select the [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 from the [Drop-down menu].
   • Refer to the More actions reference table below.
4. Select [Columns] on the right of the screen to add or remove columns from the table.

   • See the Columns reference below for more information.

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	• All: View promo codes in all statuses. • Pending Promo Codes: Promo codes which have been created but haven't started yet. • Active Promo Codes (Default): 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.
Country	Select Country to filter for promo codes restricted to one or more countries. You can search the list and select more than one country. Promo codes that aren't restricted to any countries don't appear in the results.
[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.

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. Choose the new active and expiration dates, then select OK to confirm. Note: Depending on the new dates, the promo code's status may change: Active → Pending if the new dates are in the future, Pending → Active if the dates overlap with today, or Expired → Pending if the new dates are in the future.

Columns reference

Column	Description
Promo Code	The name of the promo code.
Media	The media source for the promo code.
Deal	The deal type associated with the promo code.
Max Usage	The maximum number of times the promo code can be used. If no limit is set, this column shows Unlimited. Unlimited Per Customer appears below the value if that option was selected when the promo code was created or edited.
Countries	The countries where the promo code is valid, if restricted. The column shows the first 2 countries, followed by +X if there are more. Hover over +X to see the remaining countries. If the promo code isn't restricted to any countries, the column shows a dash (-).
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.