You can make various edits to the tracking plans you created.
You can edit your creators' discount codes directly within Upfluence, and most other edits can be done directly through your eCommerce store back-end.
I. Edits Available from Upfluence
In addition to the CMS edits, discount codes can be modified individually through Upfluence based on the table below. Note that the pattern cannot be modified.
Shop/Feature | Change Discount Code Text |
Shopify | ✅ |
WooCommerce | ✅ |
Magento | ✅ |
Big Commerce | ❌ |
Step-by-Step Guide
1️⃣ Finding the Discount Code:
✔️ In Workflow: Locate the column “Discount Code.”
✔️ In the Community App: Locate the column “Status.”
2️⃣ Editing the Code:
On the right of the displayed code, click the "Edit" button (pencil icon).
A modal will open. Modify the code text in the dedicated field.
Validate your changes by clicking the “Save” button.
💡 Once the discount code is updated, it also updates the affiliate links liked to the codes (Shopify only).
Codes must be unique across your eCommerce store as per your CMS request to track sales correctly. If the new discount code name already exists, you won't be able to save it. An error message will appear to prevent duplicate codes.
II. Edits Available from Your E-Commerce Store
All of these modifications listed below need to be done directly on your store. Mass edits can be done for all eCommerce shops except for WooCommerce. For WooCommerce, edits can only be done one code at a time.
CMS/Feature | Discount Code Amount | Deactivate Discount Codes | Customer Eligibility | Products Applicable |
Shopify | ✅ | ✅ | ✅ | ✅ |
Woocommerce | ✅ | ✅ | ✅ | ✅ |
Magento | ✅ | ✅ | ✅ | ✅ |
Big Commerce | ✅ | ✅ | ✅ | ✅ |
Step-by-Step Guide
✔️ If you use Shopify:
1️⃣ Find the tracking plan created via Upfluence:
Go to Discounts, search for the Tracking Plan's name you created at Upfluence.
You can find your tracking plan in Campaign Settings - Tracking Plan section.
2️⃣ Edit Discount Details:
Click on the tracking plan's name to enter the discount edit page.
Click on "View all codes" to find a specific code for your creator.
Scroll down to edit discount details about the tracking plan.
Hit "Save" to save the changes.
Note: If you want to track sales without offering a discount, you can set the discount code amount to 0. Consumers must still apply the code at checkout for tracking purposes. Alternatively, we strongly recommend using Upfluence’s AST (Agnostic Sales Tracking) to generate affiliate links without attaching any discounts.
✔️ If you use WooCommerce
1️⃣ Find the discount code created via Upfluence:
Go to Marketing, search for the discount code you created at Upfluence.
You can find your creators' codes on the Campaign Dashboard.
2️⃣ Edit the Code:
Click on the Edit button to update your code's details.
Hit "Save" to save the changes.
Note: If you want to track sales without offering a discount, you can set the discount code amount to 0. Consumers must still apply the code at checkout for tracking purposes. Alternatively, we strongly recommend using Upfluence’s AST (Agnostic Sales Tracking) to generate affiliate links without attaching any discounts.
✔️ If you use Magento
1️⃣ Find the tracking plan created via Upfluence:
Go to Marketing.
Pick "Catalog Price Rule" or "Cart Price Rules," search for the Tracking Plan's name you created at Upfluence.
You can find your tracking plan in Campaign Settings - Sales & activity tracking section.
2️⃣ Edit Discount Details:
Click on the tracking plan's name to enter the discount edit page.
Scroll down to edit discount details about the tracking plan.
Hit "Save" to save the changes.
Note: If you want to track sales without offering a discount, you can set the discount code amount to 0. Consumers must still apply the code at checkout for tracking purposes. Alternatively, we strongly recommend using Upfluence’s AST (Agnostic Sales Tracking) to generate affiliate links without attaching any discounts.
✔️ If you use BigCommerce
1️⃣ Find the tracking plan created via Upfluence:
Go to Marketing -> Promotions -> Coupon, search for the Tracking Plan's name you created at Upfluence.
You can find your tracking plan in Campaign Settings - Sales & activity tracking section.
2️⃣ Edit Discount Details:
Click on the tracking plan's name to enter the discount edit page.
Scroll down to edit discount details about the tracking plan.
Hit "Update Promotion" to save the changes.
Important note: BigCommerce does not display all the discount codes per Tracking plan, all codes Upfluence generated works perfectly on your BigCommerce store, they are just hidden from the BigCommerce UI.
Here's a screenshot from BigCommerce support channel:
If your team need to check all codes for a tracking plan, you will need to use API on BigCommerce, your tech team can refer to BigCommerce documentation: https://developer.bigcommerce.com/docs/store-operations/promotions/api-ui-features