Overview
Coupon rewards let you send discount codes to members (sharers) or referrals (friends) when a reward is earned. You can import your own codes, auto-generate codes, or use a single fixed code for all recipients.
What we'll cover in this article:
Before You Start
You must have an Admin, Manager or Operator role.
Set up your reward rules before configuring your coupon set. See Set up Reward Rules for more guidance.
If you use an external ecommerce platform (such as Shopify), create your coupon codes there first, then import them into Referral Rock. Codes created directly in Referral Rock are not valid in external ecommerce checkout systems.
Where to Find Coupon Rewards
Reward rule setup: Programs > [Program name] > Open Editor > Rewards
Coupon set management: Rewards > Payouts
Create a Coupon Reward Rule
See Set up Reward Rules for more detailed info on creating a coupon reward rule.
2. Select Add Member Rule or Add Referral Rule.
3. Complete the Reward Rule Summary fields (Enable/Disable, optional internal description).
4. In the Reward With step, choose Add New Reward.
5. Select Coupon as the payout type.
6. Enter a name for your coupon set. This name will be displayed in the email that reward recipients receive.
7. Complete the remaining reward details (Trigger Reward When and Reward Delivery).
8. Select Finish.
You should see a green checkmark confirming the reward rule is set up.
Edit the Coupon Reward Email
Coupon codes are delivered to recipients by email. Customize this email before your program goes live.
2. Scroll to the Reward Payout Emails section.
3. Find your coupon reward email and select the Edit icon.
4. Customize the email content.
Include the merge tag {REWARD_ITEM} to display the coupon code in the email. Without it, recipients will not receive their coupon code.
Add any other merge tags needed for personalization.
5. Select Save Draft to save your progress or Publish to make the email live.
Warning: If {REWARD_ITEM} is not included in the email, the recipient will not receive their coupon code.
Create Your Coupon Set
After setting up your reward rule and email, configure your coupon set on the Payouts page.
Navigation path: Rewards > Payouts
Find your coupon reward card and select Setup.
Select a Coupon Source from the dropdown. There are three options:
Option 1: Import Single Use Coupons
Option 2: Randomly Generate
Option 3: Set a Fixed Coupon Code
Configure the settings for your chosen coupon source (see options below).
Select Save.
You will then be redirected to the Manage Coupon Set page.
Option 1: Import Single Use Coupons
Use this option to import a list of unique codes from an external source (such as Shopify).
Set a Low Balance Warning threshold. You will receive a notification email when your coupon balance falls below this number.
Confirm the email address you’d like the low balance warning email sent to, then select Save.
After confirming, select Add Coupons on the Manage Coupon Set page.
Enter your coupon codes. You can upload your coupon export directly and pick the column that contains the codes, or copy/paste a comma-separated list.
Select Submit.
Your codes will appear in the list. As codes are issued, their status changes to Distributed and the recipient is listed.
Note: To delete a single coupon code, select the delete icon next to the code.
To remove all unused codes at once, select Delete Unused on the Manage Coupon Set page.
You can then add new codes using the Add Coupons button.
Option 2: Randomly Generate
Use this option to have Referral Rock automatically generate a unique code for each recipient.
Set the character length for generated codes.
Optional: Add a prefix to all generated codes.
Option 3: Set a Fixed Coupon Code
Use this option to send the same static code to all reward recipients.
Enter the fixed coupon code in the box provided.
Manage Your Coupon Sets
View and manage all coupon sets from the Payouts page.
Navigation path: Rewards > Payouts
Find your coupon reward and select the gear icon.
Select Manage Coupon Set.
The Manage Coupon Set page shows:
The coupon source type
How many coupons are owed to reward recipients
How many coupons are available (Import Single Use Coupons only)
Which referral programs are using that coupon set
Coupon History (log of your created and issued coupon codes)
Note: If you’d like to change a coupon type after the coupon is already set up, click the gear icon next to the coupon type on the Manage Coupon Set page.
Change Coupon Reward Amount
Referral Rock issues one coupon per recipient per earned reward. This amount is fixed at one (1) and cannot be changed directly.
If you need to update your coupon discount value (for example, from 15% off to 20% off), disable the existing reward rule and create a new one.
Disable the Existing Coupon Reward Rule
Select the Edit icon next to the coupon reward you want to disable.
Toggle Rule Status from Enabled to Disabled.
Select Save.
The disabled rule moves to the Show Disabled Rules section.
Create a New Coupon Reward Rule
Go to Programs > [Program name] > Open Editor > Rewards.
Create a new coupon reward rule. Follow the steps in Create a Coupon Reward.
Set up your new coupon set with updated codes. Follow the steps in Create Your Coupon Set.
Your new coupon reward is active once the codes are added and the rule is enabled.
What's Next?
Monitor Your Coupon Balance
If you use the Import Single Use Coupons source, check your coupon balance regularly. Set a Low Balance Warning to receive an email alert before you run out of codes.
Review Payouts
Track which coupons have been distributed and redeemed from the Payouts page. See Payouts Explained for more details.
FAQ
Why are coupon rewards not being sent?
Why are coupon rewards not being sent?
If you selected Import Single Use Coupons as your coupon source, you must add coupon codes to the coupon set before Referral Rock can send them. Go to Rewards > Payouts > [your coupon reward] > Manage Coupon Set and add codes using the Add Coupons button.
If you want Referral Rock to generate codes automatically, select Randomly Generate as your coupon source instead.