# 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.

<details>

<summary>Filter reference</summary>

| 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                                                                                                                                                                                                                                                               | <p><strong>Note:</strong> The <strong>Active Promo Codes</strong> status filter is set by default.</p><p>• <strong>All</strong>: View promo codes in all statuses.</p><p>• <strong>Pending Promo Codes</strong>: Promo codes which have been created but haven't started yet.</p><p>• <strong>Active Promo Codes</strong>: Promo codes that are currently <em>Active</em>.</p><p>• <strong>Expired Promo Codes</strong>: Promo codes which were previously <em>Active</em> and have now <em>Expired</em>.</p>                                                                                                                                                                      |
| Deal                                                                                                                                                                                                                                                                        | Select **Deal** to filter promo codes by a specific deal.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          |
| Code Type                                                                                                                                                                                                                                                                   | <p>Select <strong>Code Type</strong> to filter promo codes by a specific code type.</p><p>• <strong>All</strong>: Promo codes in all code types.</p><p>• <strong>Tracking Codes</strong>: Promo codes that are tracking-specific.</p><p>• <strong>Restricted Codes</strong>: Promo codes that are restricted.</p><p><strong>Note:</strong> As part of ongoing platform improvements, we are retiring the <em>Restricted Promo Codes</em> feature at the end of February. Please review your current configurations and plan accordingly.</p>                                                                                                                                       |
| ![](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]** | <p>Select <img src="https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-8ec3e877b1397045c61d394485e72ac4d93120ee%2Fc6ddb46c637059f06e86c790a911217a9428f5c47b5efef046f90555e85b03cd.svg?alt=media" alt=""> <strong>\[More]</strong> to filter by <strong>Credit Policy</strong> or <strong>Match Type</strong>.</p><p>• <strong>Match Type</strong>: How strictly the promo code must match in order for the partner to earn credit for the conversion.</p><p>• <strong>Credit Policy</strong>: Determines when a partner or media source gets credit for a conversion when a promo code is used.</p> |

</details>

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.

<details>

<summary>More actions reference</summary>

| 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 | <p>Used to change the dates a promo code is set to be active.</p><p>1. Select <strong>Change activate dates</strong>.</p><p>2. Choose the date for which the promo code will be active and expired.</p><p>3. Select <strong>OK</strong> to confirm this duration adjustment.</p><p><strong>Active dates scenarios</strong>:</p><p>• Promo codes in an <em>Active</em> status change to <em>Pending</em> if the new dates are in the future.</p><p>• Promo codes in a <em>Pending</em> status change to <em>Active</em> if the dates overlap with today.</p><p>• Promo codes in an <em>Expired</em> status change to <em>Pending</em> if the new dates are in the future.</p> |

</details>

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.

<details>

<summary>Columns reference</summary>

| 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      | <p>• <strong>Exact Match</strong>: The promo code matches exactly, no variations allowed for the partner to get credit.</p><p>• <strong>Regex Match</strong>: Patterns were used to match the promo code, allowing for more flexibility in what counted as a match.</p>                      |
| Credit Rule     | <p>• <strong>Always Credit</strong>: Promo code always gets credit.</p><p>• <strong>Credit If Involved</strong>: Promo code only gets credit if the partner drove clicks.</p><p>• <strong>Credit If Winner</strong>: Promo code only gets credit if the partner drove the winning click.</p> |
| 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*.                                                                                                                                                                                                                                  |

</details>
