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How to create and track influencer discount codes in the Community (IRM) app

Learn how to quickly create and assign a discount code and affiliate link to influencers from your Community

Updated yesterday

The Community (IRM) app is your go-to tool for managing influencers in your network. It also allows you to create and assign discount codes that influencers can share.

If your plan includes the Campaign module, we strongly recommend using it instead for a more streamlined and integrated experience.
👉 Learn how to create a tracking plan in your Campaign

Before you begin:
To create discount codes, your eCommerce store must be connected to Upfluence. If you haven’t done this yet, follow the integration guides here: 🔗 Upfluence Integrations

How to create discount codes in the IRM

  1. Open the Community (IRM) tab

  2. Select the influencers you want to assign codes to

  3. At the top, click % Affiliates in the action bar

  4. Choose one of the following options:

Option 1: Create a new tracking plan

You'll be redirected to the configuration page to customize your discount offer. Fill in the following details:

  • Tracking plan name – A unique name for this discount offer.

  • Tracking source – The e-commerce platform where the code will be used.

  • UTM parameters – Enable UTMs to track performance via affiliate links.

  • Discount type – Choose between a percentage discount (e.g., 10%) or a fixed amount (e.g., $50).

  • Value – The discount amount.

  • Code pattern – Define the format for the generated codes.

  • Usage limits – Set how many times a code can be used.

  • Specific products/categories – Apply the discount to selected items or collections.

  • Active dates – Define the offer’s start and end dates (WooCommerce start dates cannot be changed).

Click Save to confirm your settings.

Option 2: Assign influencers to an existing tracking plan

Once saved, you’ll be returned to the IRM table view.

Amazon tracking plans

  • You can create a new Amazon tracking plan from the IRM

  • But you can’t view existing Amazon tracking plans here

To check Amazon plan details, go to your Campaign Settings

View generated discount codes

  1. Click Manage Fields in the top-right corner.

  2. Search for the Tracking plan name you just created in the Tracking plan category.

  3. Select the Discount code column to display codes for each influencer.

Note:

  • Code generation typically takes 1 minute per code.

  • All generated codes within the same tracking plan will share the same configuration (discount type, value, pattern, usage limits, applicable products/categories, and active dates).

  • For Shopify users: An affiliate link is also generated automatically. To view it, add the Affiliate link column to your table.

Track influencer performance in the IRM

To monitor discount code performance, you can add performance tracking columns to your Community table:

  1. Click Manage Fields in the top-right corner.

  2. Open the Tracking plan category.

  3. Add the following columns:

    • Number of sales

    • Total generated sales value

Want a more detailed breakdown of sales performance?
The Campaign Performance tab provides deeper insights. If your plan doesn’t include it, you can request a 7-day free trial via live chat. 🚀

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