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Reporting in Bulk Discount Code Bot

View statistics and information for all your discount sets, all within the dashboard

Updated this week

What does each column mean?

Name

  • Provides the name of the discount set as well as the description for the discount set

Prefix

  • Identifies the prefix added to the discount set, if applicable. It will be blank if no prefix was added

Type

  • Lists the kind of discount the discount set is

    • Basic

      • Amount off Product discount

      • Amount off Order discount

    • Free Shipping

    • Buy X, Get Y

Used

  • Displays the total number of times the discount set has been redeemed

Revenue

  • Displays the total revenue the discount set has generated for your store

AOV (Average Order Value)

  • Displays the average order value for redeemed codes

Campaign

  • Track the campaign with which the discount sets are used.

Channel

  • This column tracks the distribution channel used to send out discount codes.

    • Email

    • SMS

    • Direct mail

    • Handout

    • Customer Support

    • Referral

    • Mobile

Codes

  • The total number of codes currently generated or imported into the given discount set

Note: The Campaign and Channel columns are solely meant for tracking purposes.


Setting or updating the Campaign and Channel

New discount set

The Campaign and Channel for a discount code can initially be configured while creating the discount set in the Bulk Discount Code Bot app. However, these fields are not required for creation.

Existing discount set

To update the Campaign or Channel added to a discount set,

  1. Navigate to the Bulk Discount Code Bot app

  2. Activate (check) the box next to the discount set you'd like to update

  3. Click More actions

  4. Select

    1. Set a Campaign to adjust the campaign settings

    2. Add a Channel to adjust the channel settings

Filter reports based on Channel or Campaign

Use report filters to display multiple discount sets attributed to one Channel or Campaign.


Export discount reports

Export a summary of your discount set metrics from within the Bulk Discount Code Bot app.

  1. Navigate to the Bulk Discount Code Bot app

  2. Click Export

  3. Select:

    1. Current page

    2. All discount sets

    3. Selected discounts

      1. Check the box next to the discount sets you'd like to export summaries for before clicking Export

You'll receive a CSV file version of the table you see within the app.


Customizing your view

Customize your report table to display only the columns and discount sets that are most relevant to your specific campaigns and channels.

Edit columns

To streamline your reports and enhance clarity, you can hide any columns that are not essential to your analysis.

  1. Navigate to the Bulk Discount Code Bot app

  2. Click the Edit columns () button in the upper right corner of the report table.

  3. Click the eye icon next to the columns you'd like to hide

    1. Visible

    2. Hidden

  4. Click Save as and name the view

    1. If you are editing a custom view, the button will say Save

Search and Filters

Create filters for discount sets based on:

  • Search criteria

  • Specific campaigns

  • Specific distribution channels

  • Prefixes or suffixes

  • Number of codes in the sets

To create a filter:

  1. Navigate to the Bulk Discount Code Bot app

  2. Click the Search and filter () button or press the F key

  3. Type in your search criteria or click the Add filter button

    1. You can add multiple filters if needed

  4. Click Save as and name the view.

    1. If you are editing a custom view, the button will say Save

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