Promo code exception lists can be used to pay partners different rates based on promo codes associated with actions they drove. You can also create exception lists based on item categories or SKUs.
From the left navigation bar, select
[Menu] → Settings.Under Exception Lists, select Promo Codes.
Select Add New Promo Code Exception List.
- List Name
Enter a name for this list—this will only appear internally to you and other account members; partners will not see it.
- Associate Event Type
Select the event type you want to associate with this exception list.
- Match Expression
[Advanced & Optional] Enable the system to match only on a part of the promo code via specifying a regular expression with ONE grouping. The value represented by the grouping will be matched against the promo code in this list. If you have a use case for regex but are unsure how to configure it, contact support. Promo codes entered on the exception list are case-insensitive, so be sure that your regex expressions (should you use any) are also case-insensitive. See this regex guide for help on how to do this.
Select Save and Add Items to continue.
You can add a Promo Code or you can Upload a CSV or Excel filewith your promo codes.
See the Promo Code exception list format section below for help in building out your .CSV file.
Select Save.
You'll now see your new promo code exception list on the Promo Code Exception Lists screen.
Create a .CSV or .XLS/.XLSX file using the two column names below.
Column | Type | Required | Description |
Promo Code | String | Yes | The value that is included in tracking conversion data.
|
Display Value | String | No | Enter a display value if you want to show a different value in reporting. For example, if the Promo Code value is some sort of computer-generated value, then you might want to enter a display value to make it easier to understand in reporting. |
Once a promo code exception list is active, you can add it to template terms under the Payout Groups option.
From the left navigation menu, select Contracts → Template Terms.
Find the template terms you want to add the promo code exception list to. In the Actions column, select
[Drop-down menu]→ Modify Terms.If you want to create new template terms, select Create Template Terms in the upper right corner.
Next to Payout Groups, select
[Toggle on], then select Add New.In the first drop-down menu next to Rules, select List for Order Promo Code.
In the third text field, enter the name of your promo code exception list. A list of your existing lists will appear from the drop-down menu, which you can select from.
Set the Payout you want for items on the list.
Select Add to complete the process.
