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How to track unique codes by campaign, channel & department

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

Updated over 2 months ago

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.


Steps for adding tracking to a new Shopify discount set

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

Note:

These fields are not required for creation.

  1. Click Create Discount

  2. Set the Campaign, Channel, and Department in the Tracking section.


Steps for adding tracking to an existing Shopify discount set

  1. In the discount list, select the (More actions) 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. The "Edit Channel" and "Edit Department" options are drop-down menus from which you can select various options.

    2. Edit campaign is a textbox where you enter existing or new campaigns

      1. A campaign name could be a seasonal sale, a limited-time promotion, etc.

    3. Alternatively, click the More Actions icon (three dots) and select 'Edit tracking' to edit campaign, channel, and department simultaneously.


Steps for customizing channels and departments for deeper reporting

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)"


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


Steps to make Campaigns, Channel, and Department required fields

Require specific fields when creating new discount sets for better reporting.

  1. In the Data integrity section, activate/check the boxes next to the fields you want to make required

  2. Click Save


Steps for filtering reports by 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.

What fields are available to the Basic plan?

  • Predefined Channels and Campaigns are available on the Basic plan.

What fields are available to the Grow plan?

  • All predefined Channels, Campaigns, and Departments, as well as the ability to customize these fields, are available on the Grow plan.

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