If you want to create multiple promo codes, use the Bulk Upload feature to upload a CSV, XLS, or, XLSX file with your promo code data.
Warning: Make sure the column headers in your CSV/XLS file exactly match the column names below (case-sensitive and spaces), otherwise your file upload might be rejected.
From the left navigation menu, select
![[Engage]](https://paligoapp-cdn-eu1.s3.eu-west-1.amazonaws.com/impact/attachments/f01cdffa431a4d75ff09c130b66974d4-d0da6a759d66830ceb05e654496a4338.svg)
[Engage] → Content → Promo Codes.On the Promo Codes screen, select Bulk Upload.
Select Choose File and then locate and then select the Excel / CSV file with the promo codes that you want to upload.
Note: Ensure your file uses the required column format shown in the table below.
You can download a template CSV file to populate and prepare your tracking promo codes.
Column
Type
Required
Description
Promo Code
String
Yes
The unique promo code to be assigned
Program Id
Integer
Yes
The unique impact.com Program Id to which the ad belongs
Media Id
Integer
Yes
The impact.com Media Id to which the promo code will be assigned. This can be Partner Id or Media Source Id
Type
String
Yes
The promo code type. Allowed values:
TRACKINGCredit Rule
String
Yes
The promo code credit rule. Allowed values:
ALWAYSINVOLVEDWINNERMatch Mode
String
Yes
The promo code match mode. Allowed values:
LI(Exact/Literal)RE(Regex/Regular Expression)Deal Id
Integer
No
The unique ID of the deal this promo code should be associated with. The deal must already exist in your program.
Active Start Date
Date
No
Gives you the ability to schedule this restriction. This is an ISO8601 Date. Example format:
2013-06-30T00:00:00-07:00Active End Date
Date
No
This is an ISO8601 Date. Example format:
2013-06-30T00:00:00-07:00Timezone
String
No
Timezone is derived from the start date, but if you want to override it with a specific timezone, enter the full name here, e.g.,
America/New_YorkSelect Next.
Review the list of promo codes that will be uploaded. If the details are correct, select Accept & Create Promo Codes.
If the upload is successful, the new Tracking promo codes are created and listed on the Promo Codes screen.
Before you begin, understand the difference between the two restriction types:
White List
Purpose: Define a list of promo codes that must be used in order for a Partner to get credit for a sale.
This is recommended if your authorized list of promo codes is smaller than your unauthorized list.
Black List
Purpose: Define a list of promo codes that if used will not credit a sale to a Partner.
This is recommended if your unauthorized list of promo codes is smaller than your authorized list.
From the left navigation menu, select
[Engage] → Content → Promo Codes.On the Promo Codes screen, select Create Restricted Promo Code.
On the Promo Codes Restrictions page, select Setup Promo Code Restrictions.
The Promo Code Restrictions page appears, displaying two columns for setup:
Optionally, select
![[Add]](https://paligoapp-cdn-eu1.s3.eu-west-1.amazonaws.com/impact/attachments/f01cdffa431a4d75ff09c130b66974d4-568fc079a417d45c3469dad1ade0b41f.svg)
Setup White List, to upload white listed promo codes.Optionally, select
Setup Black List, to upload black listed promo codes.
Select Choose file, then locate and select the Excel / CSV file with restricted promo codes that you want to upload.
Note: Ensure your file uses the required column format shown in the table below.
You can download a template CSV file to populate and prepare your restricted promo codes.
Column
Type
Required
Description
Promo Code
String
Yes
The unique promo code to be assigned
Program Id
Integer
Yes
The unique impact.com Program Id to which the ad belongs
Type
String
Yes
The promo code type. Allowed value:
RESTRICTEDMatch Mode
String
Yes
The promo code match code. Allowed values:
LI(Exact/Literal)RE(Regex/Regular Expression)Active Start Date
Date
No
Gives you the ability to schedule this restriction. This is an ISO8601 Date. Example format:
2013-06-30T00:00:00-07:00Active End Date
Date
No
This is an ISO8601 Date. Example format:
2013-06-30T00:00:00-07:00Timezone
String
No
Timezone is derived from the start date, but if you want to override it with a specific timezone, enter the full name here, e.g.,
America/New_YorkSelect Next.
Review the list of restricted codes that are displayed on the Promo Code Bulk Upload page.
Optionally, to view only entries that contain errors, select Show errors only.
If the details are correct, select Accept & Create Promo Codes.
On the Media Partner Controls page, choose how the restriction rules will apply:
Optionally, select Apply to all partners, if you want this rule to apply to everyone.
Optionally, select Allow certain partners to bypass this rule and get credited for restricted promo codes.
If you choose to allow a bypass, select Lookup and then select and Add the specific partners from the list.
Select Save & Activate.
The new Restricted Promo code rule is activated and the uploaded codes are applied to the chosen White List or Black List.