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. |
| AI Voice | AI-powered voice answering service that handles incoming calls with natural language processing. | Five Star Holiday Services can answer calls automatically 24/7. |
”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. | marketing@fivestarholiday.com and sales@fivestarholiday.com 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. |