How to Create a New Code Bank

William Harper Updated by William Harper

Overview

If you'd like to reward Advocates for successful referrals or provide Referred Friends with Incentives they can apply toward their first purchase, Friendbuy supports the ability for you to upload a list of codes into a code bank.  A code is pulled from a code bank and is dynamically inserted into a Reward Email when Advocates are eligible for a reward and inserted into a Friend Incentive Email when Referred Friends are eligible for a Friend Incentive. 

Friendbuy supports the following code types:

  • Coupon Codes 
  • Gift Cards (eCommerce Store)
  • Reward Links (3rd Party Gift Cards/Cash)

Below is an example of how the codes should be formatted in your .csv or .txt file. 

Note: Please do not include headers in the file. 

Creating a New Code Bank:

Instructions

Step 1

Navigate to  Code Banks

Step 2

Click Create

Step 3

Complete the form with the following information: 

  • Name of the Code Bank
  • Select Code Bank Type (ex. Coupon or Gift Card)
  • Code Value (ex. USD, CAD)

Step 4

Click Next Step

Step 5

Upload a .csv or .txt file

Step 6

Set your low code bank notification threshold

Note: Once your code bank reaches a certain amount, a notification email will be sent to the Primary Email Address and Secondary Email Addresses that have been added in your Settings

Step 7 

Click Finish

Note: If Friendbuy detects that duplicate codes exist in another code bank, none of the duplicate codes will be uploaded. 

Click here to learn how to upload codes into an existing code bank. 

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