Use ROLLER Discount Codes in Patch Automations

Why use this

This is helpful when you want to automatically send and track an offer in campaigns like:

• birthday campaigns

• winback campaigns

• first visit follow-up

• special offer automations

How discount code attribution works in automations

If a discount code is tagged through the automation and used in the message, Patch uses that discount code to track conversions instead of orders or check-ins.

To use this attribution method, go to Settings > Conversion Settings and make sure both boxes are unchecked.

Before you start

Make sure:

1. Your Patch account is connected to ROLLER

2. The discount already exists in ROLLER

3. Your automation has a trigger, or you are ready to add one

4. In Settings > Conversion Settings, both boxes are unchecked if you want discount-code-based attribution

How to add a discount code to an automation

1. Go to Automations

2. Open an existing automation or create a new one

3. Add or confirm your trigger block

4. Add the Discount Code action block to the automation

   1. This block generates a unique discount code for every contact that passes through it in the path

5. Open the Discount Code block settings

6. Select the ROLLER discount you want to use

7. Complete any other available settings, such as expiration details if needed

8. Save the block

How to add the discount code to your message

After the Discount Code block is set up:

1. Open the Send Email or Send SMS block that should include the offer

2. Click into the message editor

3. Place your cursor where you want the discount code to appear

4. Insert the discount code field from the automation

5. Save your message

Example SMS

Hi , here’s a special offer for your next visit. Use code at checkout.

Example email

Subject: A special offer just for you

Hi ,

We’d love to see you back soon. Here’s a special offer for your next visit.

Use code at checkout.

See you soon.

Best practices

Make sure the Discount Code block appears before the message block that uses the code. Keep the offer wording simple and include any important expiration details in the message. If you want Patch to track conversions by discount code, confirm that both boxes in Settings > Conversions/Attribution are unchecked before turning the automation on.

Troubleshooting

The discount code is not showing in the message

Check that the message is using the discount code field from the automation and that the Discount Code block comes before the send step.

Conversions are not being tracked by discount code

Go to Settings > Conversion/Attribution and make sure both boxes are unchecked. If they are not, Patch may use orders or check-ins for attribution instead.

I selected the wrong discount

Open the Discount Code block, choose the correct ROLLER discount, and save the automation again.

Frequently asked questions

Can I use this in SMS and email?

Yes, as long as the send step supports the discount code field.

Does the discount code affect conversion attribution?

Yes. If a discount code is tagged in the message, Patch uses that code to track the conversion instead of orders or check-ins.

Do I need a separate Discount Code block for each offer?

Yes, if you want to use a different discount in a different step or automation.