Top

Step 2: Set up Your Discount Codes for ReferralCandy

If you haven't completed Step 1: Connect ReferralCandy to Recurring Orders, please do so before proceeding.

Shopify-based discount codes won't work in the Recurring Orders check out, so you need to create them in Recurring Orders. We advise using single use codes for your Advocates and multi-use codes for your Advocate's Friends.

Visit Why isn't there an option for Single-Use Coupon Codes for the Friend Offer? For more information. 

Select each option below to view the steps.

Follow these steps to create single-use discount codes for your advocates: 

  1. Create Bulk Discount Codes.

    Note: In step 14 under "Limits and Restrictions", select the Limit the number of times each customer can use the discount code checkbox to enable it and enter 1 in the box next to this line.

  2. When the Discount Code page loads, select the Magnifying glass to view.

    select the magnifying glass 

  3. Select Export This List to CSV.

    Export This List to CSV 

  4. Open the CSV file.

    open the csv file 

  5. Select the Discount Code column and copy it.

    Note: Right-click on the A tab to view the copy menu.

    Copy the discount code column 

  6. Log in to ReferralCandy.
  7. Select Configure.
  8. Select Referral Reward.
  9. Paste the Coupon Codes in the "Paste the coupon codes you've created here" field.
  10. Select Add Coupon Codes.

That's it!

Follow these steps to create a multi-use discount code for your advocates' friends:

  1. Create Bulk Discount Codes.
  2. In step 7 enter the % or $ off you'd like to apply to the Friend's first recurring order.

    standarddiscount.png 

  3. In step 14 under "Limits and Restrictions", select:
    • Limit the number of times each customer can use the discount code check box to enable it and enter 1 in the box next to this line.
    • Only valid on initial subscription order in the checkout, not existing subscriptions check box.

    LimitsandRestrictions.png 

  4. Log in to Referral Candy.
  5. Select Edit Referral Program.
  6. Select Friend Offer.
  7. Paste in your discount code. 

Creating the discount code in this configuration will ensure Friends only get the discount on their initial recurring order, and they can only use the discount code once. That way it benefits first-time subscribers only. 

That's it!

Have more questions? Submit a request