Promotions

Types, configuration inputs, and governance rules for BAU promotions.

Overview

Promotions are used to drive acquisition, reward loyalty, and support bundle pricing.

This section covers what the platform supports in business-as-usual (BAU), as well as the rules you must follow when launching and operating promos.

Promotions apply only to the plan's Monthly Recurring Charge (MRC).

They do not discount add-ons, one-time fees, shipping, or device charges.

All promotions must be configured per tenant in the Reach Catalog using the Promo BAU Configuration Sheet. Please reach out to your Account Manager whenever you would like to create a promotion for your customers.

What you can do (BAU)

• Create coupon code and systematic promotions
• Limit promotions by plan, customer type, user type, and number choice
• Control stacking and priority when stacking is allowed
• Support bundle-triggered discounts via API, for product bundle only

• Coupon-Based Promotion: Agent-applied promotion using a code or catalog selection, subject to eligibility, stackability, and lifecycle controls.
• Systematic Promotion: System-applied promotion triggered automatically based on predefined eligibility rules, with no agent action or override.

Promotion types

Type	How it works	Operational behavior
Coupon code	Customer or agent enters a promo code at checkout.	Once applied to an account, it cannot be removed. Validate configuration before publishing the code.
Systematic	Discount auto-applies when eligibility rules match.	Removed only when eligibility is no longer met. Manual removal is not supported.
API — product bundle only	Discount triggers when the customer meets brand-defined product bundle eligibility.	Requires an active Product Bundle API integration. Treated as the base promo with the highest priority (P0).

Standard configuration inputs

The platform expects the fields below for every promo.

Field	Required	Allowed values	Notes
Promo Name	Mandatory	Free text, max 15 chars	Customer-facing label used across Web/App/RC and billing views.
Promo Code	Mandatory	Free text, max 15 chars	Coupon: must be unique. Systematic: can match Promo Name. Shows in reporting.
Promo Reason Code	Mandatory	Free text, max 15 chars	Used for reporting and reconciliation.
Application Duration	Mandatory	Purchase / Activation	Purchase applies at checkout. Activation applies when the line activates.
Promo Start Date	Mandatory	MM-DD-YYYY	First day the promo can apply.
Promo End Date	Optional	MM-DD-YYYY	Leave blank for open-ended promos.
Promo Type	Mandatory	Systematic / Coupon / API (product bundle only)	Defines how the promo is triggered.
User Type	Mandatory	New User / Existing (Add line) / Both	Promo applies to new purchases only (even for add-a-line).
Customer Type	Mandatory	Residential / Business / Employee / combinations	Allowed combinations: Res+Bus, Res+Emp, Bus+Emp, Res+Bus+Emp.
Plans	Mandatory	All / specific plan names	Use exact plan names when scoping.
Number Preference	Mandatory	New Number / Port-In / Both	Controls eligibility by number choice.
Frequency	Mandatory	# bill/renewal cycles or Recurring-infinite	Examples: One-time, Recurring (6 cycles), Recurring-infinite.
Value	Mandatory	$ amount or % (≤ 100%)	Example: $10 off, 100% off.
Line Criteria	Mandatory	Primary / Secondary / Both / specific lines	Controls which lines the promo targets on a multi-line account.
Usage Limit	Mandatory	Numeric value or # lines on account	Max number of applications.
Account / Plan Level	Conditional	Account / Plan	Required for multi-line discounting logic.
Promo Stacking Allowed	Mandatory	Allowed / Not Allowed	Whether other promos can coexist.
Promo Stacking Priority	Conditional	Priority order + promo list	Required only when stacking is allowed.
Promo Description	Mandatory	Free text, max 20–25 chars	Short customer-facing description on the plan card.
Invoice Display Name	Optional	Free text, max 15 chars	If blank, invoice uses Promo Name.

Stacking and priority

When stacking is enabled, promos are applied in a fixed priority order.

• P0 — product bundle discount (API; always highest priority)
• P1 — 1st line free / employee discount
• P2 — BOGO
• P3 — coupon codes and other stackable promos

Stackability determines whether multiple promotions can apply simultaneously to the same account or line.

• When stacking is enabled, only compatible promotions are applied together.
• If multiple promotions are eligible, they are applied in a fixed order of priority (P0 → P3).
• Higher-priority promotions are applied first and may override or block lower-priority ones.
• Non-stackable promotions cannot coexist and must be replaced with conflicting promos.
• Selective stackable promotions can coexist only with the promo types allowed in the catalog.
• The final set of applied promotions is determined after resolving eligibility, conflicts, and priority rules.

Governance rules (non-negotiables)

Rule	Policy
When promos can be applied	Only during a new purchase flow. You cannot add a promo to an already-active plan after purchase.
Coupon removal	Not supported once applied to an account.
Systematic removal	Happens only when the account no longer matches eligibility. Manual removal is not supported.
Effective date of removal	Any removal takes effect starting the next billing cycle. No retroactive adjustments.
Non-BAU configurations	Anything outside these rules is treated as custom work.

BAU use cases (templates)

Use the examples below as reference templates when completing the Promo BAU Configuration Sheet. This list is indicative and not exhaustive of all promotion types supported in the catalog.

Use case 1 — 1st line discount via coupon

Field	Value
Promo Name	First line discount
Promo Code	FIRST10OFF
Promo Type	Coupon
Application Duration	Purchase
User Type	New User
Customer Type	Residential
Plans	All Plans
Value	$10 off
Frequency	Recurring – 6 months
Line Criteria	Primary
Usage Limit	1 (Account level)
Promo Stacking	Allowed — P1
Number Preference	New Number
Invoice Display Name	First line discount

Use case 2 — BOGO (buy one, get one)

Field	Value
Promo Name	BOGO Feb 2026
Promo Code	BOGO Feb 2026
Promo Type	Systematic
Application Duration	Activation
User Type	Existing (Add line)
Customer Type	Residential + Employee
Plans	All Plans
Value	100% off
Frequency	Recurring – 3 months
Line Criteria	Every 2nd line (2, 4, …)
Usage Limit	2 (Plan level)
Promo Stacking	Not Allowed
Number Preference	Both
Invoice Display Name	1 Unlimited Line Free

Use case 3 — 1st line free (systematic)

Field	Value
Promo Name	1st Line free
Promo Code	1st Line free
Promo Type	Systematic
Application Duration	Activation
User Type	New User
Customer Type	All
Plans	Unlimited Plans Only
Value	100% off
Frequency	Recurring – 12 months
Line Criteria	Primary
Usage Limit	1 (Plan level)
Promo Stacking	Allowed — P2
Number Preference	Both
Invoice Display Name	1st Line free

Use case 4 — employee discount

Field	Value
Promo Name	Employee discount
Promo Code	Employee discount
Promo Type	Systematic
Application Duration	Purchase
User Type	Both
Customer Type	Employee
Plans	All Plans
Value	100% off Line 1 / $X off other lines
Frequency	Recurring – Infinite
Line Criteria	Both
Usage Limit	# lines on account (Account level)
Promo Stacking	Not Allowed
Number Preference	Both
Invoice Display Name	Employee discount

Questions or clarification? Reach out to your respective account manager or email us at [e-mail] for help and support.