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How to set or edit Campaign, Channel & Department tracking in Bulk Discount Code Bot

Set or edit Campaign, Channel, and Department tracking in Bulk Discount Code Bot to organize discount sets and improve reporting accuracy.

Updated this week

Use tracking fields (Campaign, Channel, Department) in the Bulk Discount Code Bot app to organize and report on discount sets by marketing initiative, channel, or internal team. These fields help you later filter, group, and analyze performance across your promotions.


New discount set

The Campaign, Channel, and Department for a discount code can be set while creating the discount set in the Bulk Discount Code Bot app.

However, these fields are not required for creation.

Click Create Discount and set the Campaign, Channel, and Department in the Tracking section.


Existing discount set

To update the Campaign or Channel added to an existing discount set:

  1. In the discount list, select the box next to the discount set you'd like to update

  2. Click Edit campaign, Edit channel, or Edit department from the options at the top of the chart.

    1. Alternatively, click the More Actions icon (three dots) and select Edit tracking to edit campaign, channel, and department at the same time.


Creating custom channels and departments using subgroups

For more detailed reporting by channel and department, you can create subgroups.

For example, a channel like Customer service can be split into regions such as Customer service (Americas)

  • Channel / Department = "Customer service"

  • Detail = "(Americas)"

  • Custom channel = "Customer service (Americas)"

Campaigns, Channels, and Departments can be managed under the Settings page in the Bulk Discount Code Bot app.


To create a channel or department subgroup:

  1. In the Channels or Departments section, click Create channel/department

  2. Enter the subgroup in the text field

  3. Click Create channel/department


Filter reports based on Channel, Campaign, and/or Department

To filter the discount table in Bulk Discount Code Bot:

  1. Navigate to the Bulk Discount Code Bot app

  2. In the Discount Table, click the Search and filter () button

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

    1. You can add multiple filters if needed

  4. To save the view, click Save as and name the view.


FAQs

Can I edit Campaign, Channel, or Department for a discount set?

  • Yes. You can set these fields when creating a discount set, or update them later using the Edit tracking option in the app.

Are Campaign, Channel, and Department required fields?

  • No. They are optional and designed for tracking and reporting. However, you may configure your internal workflow to make them required for consistency.

Can I report by channel in the Basic plan?

  • Yes. Merchants on the Basic plan can use predefined channels. Merchants on the Grow plan can customize channels.

Is the Department field available to all plans?

  • No. The Department category is only available in the Grow plan.

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