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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 checkout so you need to create them in Recurring Orders. We advise using single use codes for your advocates and multi-use codes for your advocates’ 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 multi-use discount codes for your advocates’ friends:

  1. Create Bulk Discount Codes.

    Note: In step 14 under “Limits and Restrictions", do not select the Limit the number of times each customer can use the discount code checkbox.

  2. Repeat steps 2 - 7 from the previous "create single use discount codes" process.
  3. Select Friend Offer.
  4. Paste the Coupon Codes in the “Paste the coupon code you’ve created here:” field.
  5. Select Add Coupon Codes

That’s it!

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