This guide will take you through how to import discount codes for influencers already in a campaign or your "My Influencers." However, you must first create a discount code group for these influencers. To learn how to create a discount code group, click here. If you would like to learn how to import new influencers along with their discount codes, click here.
Step 1. Begin by going into the "Program" tab and selecting "Campaigns".
Step 2. Next, go into your campaign's "Work Room."
Step 3. Once in your "Work Room" select all the influencer that you would like to import discount codes for.
Step 4. Then, click the blue check button in the upper right corner..
Step 5. From the drop down menu select "Export Contacts"
Step 6. Once your CSV has downloaded, remove all the columns except for First Name, Last Name, Email, and Discount Code.
Step 6. Then, go into "My Influencers" and click on the the Propteries" to create a new property.
Step 7. Create the property "Discount Codes" and make the field type "Single-line text."
Step 8. Then, go back into the "My Influencers" tab and click on the "Import" button.
Step 9. Select the file that was modified in the previous steps.
Step 10. In the "Import Details" step, select if you'd like to set a tag or relationship stage on the imported influencers, and whether you'd like to add them to a campaign (THIS IS OPTIONAL). Also, make sure to check the box labeled "Update Existing Contacts."
Step 11. In "Map Columns," map out the emails and for "Discount Codes" select the discount code group associated with the campaign you'd like the influencer to be in.
Step 12. Lastly, in the "Confirm & Process" step click on the blue "Start Import" to begin importing your CSV.
Step 13. Once imported, all the influencers in your sheet and also in your CRM (My Influencers) will be updated with their assigned codes. This can been verified by going into you influencer profiles and looking at the "Discount Codes" section.
To learn how to setup discounts, click here.
To learn how to assign discount codes, click here.