Enabling referral discount codes
This guide explains how to enable discount codes for your affiliate groups. Assigning a discount code rule allows your affiliates to track referrals even when a customer doesn't use a referral link—if their unique code is used at checkout, the sale is automatically attributed to them.
Step 1: Select Your Discount Type
Navigate to the Groups section of your dashboard.
Select the specific group you want to enable discount codes for.
Locate the "Discount type" setting and choose the option that best fits your strategy:
Amount off order: Applies the discount to the entire cart.
Amount off collections: Restricts the discount to specific collections.
Amount off products: Applies the discount only to specific individual products.
Free Shipping: Offers free shipping to the customer.
Step 2: Configure the Rule in Shopify
Once you have selected your type, click the "Edit discount rule" button. This will redirect you to Shopify’s built-in discount configuration page.
Set the Discount Value: This is the most important step. Enter the actual percentage (e.g., 10%) or fixed amount (e.g., $5) you want the customers to receive.
Fine-tune the Logic: Use Shopify’s native settings to define:
Minimum purchase requirements (e.g., "Only valid on orders over $50").
Customer eligibility (e.g., "New customers only").
Combinations: Decide if this code can be used alongside other active store promotions.
Click "Save" in the Shopify interface when you are finished.
Important Rules to Remember
Shopify Configuration & Troubleshooting: Our app integrates directly with Shopify’s native discount engine to provide maximum flexibility. Because of this, troubleshooting a code that isn't applying at checkout is handled within your Shopify Discount settings.
Common configuration issues include the discount value being set to 0% or $0, or restrictions in the "Combinations" section that prevent the code from working with other active store offers. For a full breakdown of these settings, please refer to Shopify's Discount guide.
Commission Calculation: To protect your margins, affiliate commissions are calculated after all discounts have been applied to the order subtotal.
Group-Wide Application: The discount rule you set applies to every affiliate within this specific group. If you change the rule later, it will automatically update for all members of the group.
Confirming Your Settings
After saving your rule, you will see that the group status now shows as "Active." This confirms that a discount code rule is in place, and members can now use the unique codes assigned to them to track referrals.
