Help Center

| Submit or View Help Requests | Developer Docs |

Progress

View desktop instructions
View mobile app instructions
Bulk Upload Promo Codes

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.

Bulk upload tracking promo codes

  1. From the left navigation menu, select [Engage] [Engage]ContentPromo Codes.

  2. On the Promo Codes screen, select Bulk Upload.

  3. 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:

    TRACKING

    Credit Rule

    String

    Yes

    The promo code credit rule. Allowed values:

    ALWAYS

    INVOLVED

    WINNER

    Match 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: 2013-06-30T00:00:00-07:00

    Active End Date

    Date

    No

    This is an ISO8601 Date. Example format: 2013-06-30T00:00:00-07:00

    Timezone

    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_York

  4. Select Next.

  5. Review the list of promo codes that will be uploaded. If the details are correct, select Accept & Create Promo Codes.

  6. If the upload is successful, the new Tracking promo codes are created and listed on the Promo Codes screen.

Bulk upload restricted promo code fields

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.

Step 1: Choose the restriction type

  1. From the left navigation menu, select [Engage] [Engage]ContentPromo Codes.

  2. On the Promo Codes screen, select Create Restricted Promo Code.

  3. On the Promo Codes Restrictions page, select Setup Promo Code Restrictions.

  4. The Promo Code Restrictions page appears, displaying two columns for setup:

    • Optionally, select [Add] Setup White List, to upload white listed promo codes.

    • Optionally, select [Add] Setup Black List, to upload black listed promo codes.

Step 2: Upload your file

  1. 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:

    RESTRICTED

    Match 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: 2013-06-30T00:00:00-07:00

    Active End Date

    Date

    No

    This is an ISO8601 Date. Example format: 2013-06-30T00:00:00-07:00

    Timezone

    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_York

  2. Select Next.

  3. 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.

  4. If the details are correct, select Accept & Create Promo Codes.

Step 3: Add media partner exceptions

  1. 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.

  2. Select Save & Activate.

  3. The new Restricted Promo code rule is activated and the uploaded codes are applied to the chosen White List or Black List.

Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.