Glossary

Key terms and concepts used throughout our documentation.

To help illustrate these concepts, we’ll use a fictional example: FestivePro, a vertical software platform for holiday decoration installers, and its ecosystem of businesses and customers.

People & Organizations

Term	Definition	Example
Partners	The vertical software providers who embed Reach functionality into their platform.	FestivePro, the software platform for holiday decoration businesses.
Tenants	Businesses that use the partner’s vertical software platform. These can be nested (e.g. parent companies with multiple brands or locations).	”Five Star Holiday Services,” a holiday decoration installation company that uses FestivePro to manage their business.
Users	Individual contacts whom the tenants serve.	Homeowners and business owners who hire Five Star Holiday Services to install their holiday decorations, e.g. “Noel Brightman”.
Groups	Organizational units to which individual users may belong, relevant for attribution.	”The Brightman Family” or “Main Street Co.”, where Noel Brightman is ordering services on behalf of their business.

Reach Products

Product	Purpose	Example
Measure	Track ROAS and view comprehensive ad reporting dashboards across channels.	Five Star Holiday Services sees which ad channels and campaigns drove the most bookings for light installations.
Engage	Create targeted SMS & Email campaigns using customer data.	Five Star Holiday Services sends personalized emails to previous customers offering early booking discounts for the upcoming season.
Acquire	AI-powered ad builder and campaign optimization to reach new customers.	Five Star Holiday Services starts advertising online with just a few clicks.

”Acquire” & “Measure” Terminology

Term	Definition	Example
Ad Platforms	Systems that place advertisements, such as Google or Meta.	Five Star Holiday Services runs Facebook ads targeting homeowners interested in holiday decorations.
Landing Pages	Marketing websites where tenants direct their customers, often from ads.	www.fivestarholiday.com showcases their decoration services and portfolio.
Partner-Owned Pages and Forms	Scheduling pages, lead forms, checkout forms, etc. hosted by the vertical software partner.	FestivePro provides Five Star Holiday Services with an online booking system embedded in their website.
Third-Party Owned Pages and Forms	External tools like Hubspot, Acuity, or Calendly that are separate from partner-owned pages.	Five Star Holiday Services embeds a Calendly scheduling widget on their site.
Landing Page Visits	Initial visits to a website, with tracking information about the source.	A homeowner clicks on a Google ad and visits Five Star Holiday Services’ website.
Identifications	When a previously-anonymous visitor provides identifying information.	A visitor fills out a quote request form, providing their name, address, and contact information.
Transaction Data	Customer information from the partner system that helps provide a picture of revenue and LTV attributable to various sources.	Records of all decoration installations, including services purchased and revenue.

”Engage” Terminology

Term	Definition	Example
Channel Integrations	The available communication providers and their configurations at the partner level.	FestivePro has turned on select email service providers to enable all their tenant businesses to send emails.
Channel Accounts	Configured integrations that enable tenants to send communications through various channels.	Five Star Holiday Services’ email account configured with their branding and subdomain.
Channel Senders	Specific sender identities within a channel account, such as email addresses or phone numbers.	[e-mail] and [e-mail] are two different email senders.
Transaction Data	Customer information used for analytics, segmentation, and personalization.	Five Star Holiday Services segments customers based on past decoration packages purchased and targets them with relevant upgrades.