Creating and uploading offer codes

This guide explains how offer codes work within the SheerID platform. It outlines what you manage within your ecosystem and how SheerID distributes rewards to your verified customers.

How offer codes work

• Your role: You create and manage codes within your e-commerce or purchase platform. You determine how discounts are structured, set redemption rules, and upload the generated codes to MySheerID.
• SheerID role: SheerID delivers your uploaded codes to customers on the form immediately after they complete the verification, as well as in a confirmation email.

Using discount codes is a reliable way to help verified consumers apply an offer on any purchase platform without requiring custom software development.

If you use Shopify, you can use bulk discount applications to generate these codes quickly.

Code requirements

To ensure your code files upload successfully, follow these formatting rules:

• Format codes to be alphanumeric, with 8 characters plus 2 words, with up to a 3-letter optional static prefix
• Configure codes as single use strings. Your purchase platform must prevent a code from being reused once a customer redeems it
• Export your finalized list of codes into a standard CSV file. File must be under 10MB and should have a header and single column of codes

Advanced protection and platform options

If you use an Annual plan that includes support from a SheerID Solutions Architect, you can use advanced integration options. This includes utilizing SheerID REST APIs to tag customer accounts with a verified status directly within your database.

If you manage a high-value offer and need to minimize offer abuse, SheerID provides built-in offer protection features. Annual plan customers can also request custom consultations with the data science team to evaluate risk trends. Reach out to your CSM for details.

Uploading codes

Users with Reward Admin permissions can upload code files.

If you need to upload more than 100K codes at a time, divide your code files into smaller batches. MySheerID automatically removes duplicate codes during the upload process.

Follow these steps to upload your CSV file:

1. Log in to your MySheerID account
2. Go to your list of Programs and select your specific program

3. Find the Offer Delivery card within the program settings and click Edit

   

4. Click the Upload codes button

   

5. Choose to either add the new codes to your existing reward pool or replace the current codes completely

   

6. Click Upload Codes in the popup window and select the CSV file your computer

7. Review the Upload Results popup window to confirm the total number of successfully uploaded codes, then click Done

   

8. Save your program changes

Managing your code supply

SheerID distributes one unique code per verified customer until your pool is empty. You can track your remaining code balance on the program overview page. To configure customer messaging when an offer ends or when codes are running low, see this article.

MySheerID automatically sends email notifications to the Reward Admin when your reward pool runs low. This notification ensures you have time to upload a new batch of codes before your live program runs out or stock.

Reach out to SheerID Product Support with any questions about reward delivery.