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Create Promotional Plan Sets


A promotional plan set is a group of plans that you can you can offer to your customers at reduced rates or that you can offer to your customers in a specific channel. After you create a promotional plan set, you can associate the promotional plan set with a promotion code. Your customers can then enter a promotion code when subscribing to new plans or you can provide a promotion code programmatically in your Account Registration application.

Creating Promotional Plan Sets

Getting Here: Click Marketing > Promotional Plan Sets

  1. Click New.


  1. In the Set Name field, enter a short, descriptive name for the promotional plan set.
  2. In the Client Defined Identifier field, enter a name for the plan set based on naming conventions used in your company or organization.
  3. In the Description field, enter an explanation of what the promotional plan set will provide.
  4. Use any of the available options to filter the list of plans displayed in the Plan Selection field: Plan Name, Plan Level, Currency, Billing Interval, and/or Status, then click Filter.
  5. Click each plan that you want to include in the promotional plan set from the Plan Selection field.

The plans you added appear in the right column. You can click a plan that you added to remove it from the promotional plan set.

  1. Click Save.

You can then associate the promotional plan set with a promotion code.

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