Want to offer consumers a limited-time discount tied to a specific holiday or event? Use ACE’s Single Use Promotion Codes and this example Labor Day workflow to create a targeted campaign using logic blocks, ETL uploads, and automated email/text messaging.
Overview: How Promo Codes Work in ACE
Reference: Single Use Promotion Codes documentation.
Promo codes are tied to a bundle, offering a fixed amount or percentage discount.
They may be configured manually or via ETL.
Discounts can be applied:
At the time of payment
During payment plan setup
Settlement-based codes apply to the full balance, while non-settlement codes apply to a specific bucket.
Agents redeem codes during payment or plan setup.
Promo usage is trackable via SQL queries.
Sample Workflow: Labor Day Promotion
This example campaign offers a 15% discount for qualified consumers who act before September 5, 2025.
1. Determine Your Promotion Strategy
Decide what type of discount you want to offer and who qualifies. In this case:
Code: LABOR15
Discount: 15%
Settlement: Yes (applies to full balance)
Expiration: 09/05/2025
2. Identify Eligible Accounts Using a Logic Block
Create a logic block to target consumers who should receive the promotion.
The logic block filters based on account current balance and account assigned age.
Image Displays Example Labor Day Promo Code Logic Block
3. Load Promo Codes via ETL
Use the BUNDLE_PROMO_CODES load method:
Go to Accounts → ETL Import → Profiles → New.
Upload the file to configure the ETL Profile and map the fields.
Choose the following load method:
BUNDLE_PROMO_CODES
Test the profile with or without a job to verify it loads data as expected.
Save the profile for future use.
Image Displays Example Bundle Promo Code ETL Import Profile
4. Create Email and Text Profiles to Notify Consumers
Email Profile Example:
Identifier: LABOR_DAY_PROMO
Subject: “End Summer With Savings! Use Your Promo Code & Save Instantly”
Image Displays Example Email Profile Template for Labor Day Promo Campaign
Text Message Profile Example:
Identifier: LABOR_DAY_PROMO_CODE
Message: “Use promo code LABOR15 to get 15% off your account balance (up to $100) until Sept Call us to apply it today!”
Image Displays Example Text Msg Profile for Labor Day Promo Code
5. Set Up Action Paths
Action Paths:
Send Labor Day Promo Text
Send Promo Email - Labor Day
Image Displays Example Send Labor Day Promo Text Action Path
Image Displays Example Send Promo Code Email Action Path
6. Create Jobs for Promo Delivery
Job A: Send Promo Code via Text
Uses the Labor Day Promo Code Logic Block
Uses the Send Labor Day Promo Text Action Path
Image Displays Example Send Labor Day Promo Code Text Job
Job B: Send Promo via Email
Uses the Labor Day Promo Code Logic Block
Uses the Send Promo Email- Labor Day Action Path
Image Displays Example Send Labor Day Promo Email Job
7. Track Promo Code Usage with SQL
Use SQL Designer to report on redemption and bundle-level usage.
Example SQL Query:
SELECT
debt.bundle_id,
bundle_promo_code.code,
bundle_promo_code.discount_percent,
bundle_promo_code.expiration,
bundle_promo_code.settlement
FROM debt
LEFT OUTER JOIN bundle_promo_code ON bundle_promo_code.bundle_id = debt.bundle_id
WHERE bundle_promo_code.discount_percent = 0.15
ORDER BY debt.last_update DESC
LIMIT 50;Best Practices
Promo codes are one-time use only.
Always redeem the promo code before applying payments.
Use expiration dates to drive urgency.
Test your ETL file before launching a live campaign.