This article will serve as a guide to those brands who would like to assign, distribute, and track discount codes and are on a CRM other than Shopify.
Step 1: Install Tracking Pixel
- To get started, you will first need to install a tracking pixel to your brand's website. This will allow you to track the performance of the discount codes you distribute to your ambassadors. See this article for step-by-step instructions.
Step 2: Create Discount Rule in Wooly
- In Wooly, Go to Settings > Discount Rules
- Click “New Discount Rule”

- Name the Discount Rule (you can assign a specific name to individual ambassadors later, just use a general one for this step)
- For example: Ambassador 25%
- Finish filling out the fields to reflect the discount code's rules
Step 3: Create Discount Codes in your CRM
- Create discount codes for individuals within your CRM as you normally would.
- For WooCommerce, see How to Bulk Generate Coupons.
- For Magento, see Generate a Batch of Coupons.
Step 4: (2 Options, read below)
If you want to… automatically assign pre-generated codes to your advocates
When this is useful:
- If you’re not a Shopify brand, this is a great way to automate discount codes.
- If you want to collaborate with another brand and give your advocates a discount code to their site.
Follow these steps:
- Export the list of codes you created in Step 3 to a CSV. The CSV must have a column that has the codes with column name "Code".
- Add codes to the manual discount rule by clicking Add Codes. Then upload your CSV. (Here is a CSV Template if you need one)

- Turn on an automatic reminder to get alerted when you need to add more codes to the system.
- To Distribute the discount codes you can:
- Add the discount rule to a campaign in order to give your advocates access to one of the pre-generated codes
- Add the discount rule to a program in order to give your advocates access to one of the pre-generated codes

**This feature allows ambassadors to see that they have a code available. Codes are assigned after an ambassador clicks "Get Code" in the portal.
If you want to… manually assign custom vanity codes to a select group of advocates
This is useful:
- When giving a few individuals (like influencers) custom vanity codes
Follow these steps:
- Go to a Contact Profile within Wooly
- Scroll down to “Discounts” (on the right)
- Click “Assign Code”

- Select the Discount Rule and type in the code you created in your CRM.
- Now that code will be associated with that Contact Profile
Step 5: Distribute Codes within Wooly
- When someone signs into their Ambassador Portal and goes to Discount Codes & Links, they will automatically see the code that has been assigned to them. It's also helpful to distribute these discount codes in a few areas to ensure they are visible and top of mind. This can be done via a Campaign Brief or Email.
DISTRIBUTE VIA EMAIL
- Once your ambassador has a code assigned to their profile, you can distribute that code in a personal email message (or mass email). Under “Personalize” and “DiscountRules” choose the discount rule you want to send and their individual code will be displayed in their email.
- Please see below where you send a personalized email to a contact.
DISTRIBUTE VIA CAMPAIGN BRIEF
- On Step 2 of a Campaign under “Campaign Brief” choose “Add Rule” under “Discount & Promo Codes”

- Select the discount rule you want to use and it will display the ambassadors’ individual assigned code on the campaign brief (as long as they have a code assigned to their profile with that discount rule)

- In the “Campaign Members” section, there will be a Discount Codes column to show you who already has a code assigned to their profile. If it is blank, you will need to create a code for that person (back to steps 3 and 4) before launching the Campaign.
