Discount Codes for ROLLER Accounts in Patch

What discount codes do in Patch

For ROLLER integrated accounts, discount codes can serve two purposes:

• give customers a code they can use with an offer

• track conversions from a message send

If a discount code is tagged in a message, Patch uses that discount code for conversion attribution instead of orders or check-ins if your conversion settings are configured properly.

Important conversion tracking setting

For discount-code-based conversion attribution to work correctly:

1. Go to Settings

2. Open Conversion Settings

3. Make sure both boxes are unchecked

If either box is selected, Patch may track conversions using orders or check-ins instead of the tagged discount code.

Where you can use discount codes

With a ROLLER integration, discount codes can be used in:

• Automations for triggered campaigns

• Blasts for one-time campaigns

When to use discount codes

Discount codes are helpful when you want to:

• send a promotional offer

• measure the results of a specific message

• track conversions from a campaign more directly

• tie revenue or redemption activity to a specific send

Before you start

Before using discount codes in Patch, make sure:

1. Your Patch account is connected to ROLLER

2. The discount already exists in ROLLER

3. You know whether you want to use it in an Automation or a Blast

4. In Settings > Conversions/Attribution, both boxes are unchecked if you want discount-code-based conversion attribution

When to use Automations vs Blasts

Use Automations when you want the offer or tracking to happen automatically based on a trigger.

Use Blasts when you want to send a one-time promotion to a selected audience.

Frequently asked questions

Are discount codes only for offers?

No. In ROLLER integrated accounts, discount codes can also be used for conversion tracking.

What happens when a discount code is tagged in a message?

Patch uses the tagged discount code to track the conversion instead of using orders or check-ins.

What settings do I need for this to work?

In Settings > Conversion Settings, both boxes must be unchecked.

Do I create the discount code in Patch?

No. The discount should already exist in ROLLER before you use it in Patch.

What if I do not see the discount I want?

First confirm the discount exists in ROLLER. If it does and you still do not see it in Patch, contact Patch Support at success@patchretention.com.