Note
Do not create promo codes in Activate with the same name as the promo codes you have in impact.com to prevent duplicates in reporting.
You can assign, select a crediting policy, and set start and expiration dates for your promo codes in Activate. Promo codes created and assigned in Activate will automatically appear in your impact.com account (there is no need to create them again in impact.com) where you can set payouts per promo code, track conversions from them, and access promo code reporting.
Do more with Promo Code Monitoring
When you add Promo Code Monitoring to your account, impact.com can monitor your promo codes for misuse and inform you of when you're at risk. If you're interested, reach out to your CSM (or contact support) to ask about upgrading.
You can set up payouts for your issued promo codes via payout groups in your template terms, or through a promo code exception list.
Prerequisite
In order to make use of promo codes in your marketing efforts, enable promo code tracking.
From the left navigation bar, select Contracts → Template Terms.
Find your Activate template terms, then, under Actions, select
[Drop-down menu] → Modify Terms.In the Payout Groups line item, select Add new.
Under Rules, select Order Promo Code, is, and your Activate-assigned Promo Code.
Select whether you want to offer a fixed payout per sale or a percentage of the order sale amount.
Optionally, you can set limits to your payouts. To do so,
[Toggle on] the Specify limits on payable items setting.Set up your payout group’s regular and weekend limits.
See this payout group limits table for more information on these limits.
Select Add.
From the left navigation bar, select Contracts → Template Terms.
Find your Activate template terms, then, under Actions, select
[Drop-down menu] → Modify Terms.In the Payout Groups line item, select the
[Delete] button next to the Order Promo Code you want to remove.impact.com will ask you if you are sure, select OK.
Select Save.
From the left navigation bar, select
[Menu] → Settings.Under Exception Lists, select Promo Codes.
Select Add New Promo Code Exception List.
In the List Name line item, enter a name for this list—this will only appear internally to you and other account members; partners will not see it.
In the Associate Event Type line item, select the event type you want to associate with this exception list.
Select Save and Add Items to continue.
You can individually Add Promo Codes, or you can Upload a CSV or Excel file with all your promo codes.
See the Promo Code exception list format section below for help in building out your .CSV file.
Select Save.
From the left navigation bar, select Contracts → Template Terms.
Find your Activate template terms, then, under Actions, select ⏷ → Modify Terms.
In the Payout Groups line item, select Add new.
Under Rules, select List for Order Promo Code, is, and your previously-created Promo Code Exception List.
Select whether you want to offer a fixed payout per sale or a percentage of the order sale amount.
Optionally, you can set limits to your payouts. To do so,
[Toggle on] the Specify limits on payable itemssetting.Set up your payout group's regular and weekend limits.
See this payout group limits table for more information on these limits.
Select Add.
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. |
The best way to track your promo code performance on impact.com is through these reports:
Reports → More Reports → Performance by Promo Code
Reports → More Reports → Advanced Action Listing
For any other Activate platform & management-specific questions, reach out to your Activate CSM or take a look at the Activate Help Center.