Promotions
Types, configuration inputs, and governance rules for BAU promotions.
Promotions are used to drive acquisition, reward loyalty, and support bundle pricing.
This section covers what the platform supports in BAU, plus the rules you must follow when launching and operating promos.
Promotions apply only to the plan 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.
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 (HSI only).
Promotion types
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 — HSI only
Discount triggers when the customer meets brand-defined HSI 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.
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 (HSI 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 — HSI bundle discount (API; always highest priority)
P1 — 1st line free / employee discount
P2 — BOGO
P3 — coupon codes and other stackable promos
Governance rules (non-negotiables)
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 copy/paste templates when completing the Promo BAU Configuration Sheet.
Use case 1 — 1st line discount via coupon
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)
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)
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
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 at [email protected]
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