REDA One Help Center
EN
Language
English EN Español ES Português PT Italiano coming soon Français FR Deutsch coming soon العربية coming soon
reda.one ↗
Home / REDA One / Leasing / Lease fundamentals / Promotions & Lease Discounts

Promotions & Lease Discounts

A "First Month Free" offer, a percentage off rent for six months, a move-in incentive tied to a marketing campaign — these are promotions in REDA. A promotion is a reusable credit you build once and then apply to leases as a discount line. This article shows you how to create a valid promotion (the negative-amount and recurrence rules trip everyone the first time), how REDA decides which leases get offered it, how web inquiries are auto-tagged by campaign, and exactly how the credit lands on a lease. No prior REDA experience is assumed.

Getting there. Open the App Launcher (the grid icon at the top-left of any page) → REDA → the Promotions tab. You apply a promotion to a lease from the lease's Terms & Charges editor.
Access you'll need. Creating and editing promotions requires the REDA - Master Data - Admin permission set; the REDA - Master Data - Read Only set can view them. Applying a promotion to a lease requires the REDA - Property Leasing User set.
Using REDA Sales Cloud edition? This article shows the Platform edition, where promotions live on their own Promotion object under the Promotions tab. In the Sales Cloud edition you'll use standard Salesforce Campaigns with the "Leasing Promotion" record type instead — the fields and behavior described here are the same, and the promotion lookup on a lease charge points at a Campaign rather than a Promotion. Campaign membership has no Platform equivalent, so member-based targeting doesn't apply here.

What a promotion is

A promotion is a saved discount. When you apply it to a lease, REDA turns it into a charge line — the same kind of line as rent or a fee, except its amount is negative, so it reduces what the tenant owes. Two fields decide whether a promotion is even eligible to appear on a lease:

  • Type must be Leasing Promotion. The other type, Standard, is a marketing-tracking record that never reaches a lease — if a Standard promotion "doesn't work" on charges, that's why.
  • Is Active must be ticked. This is the real on/off switch: it filters the offers shown on leases, the campaign auto-match, and the promotion picker everywhere.
Status is just a label. The Status field (Planned, In Progress, Completed, Aborted) is informational — it records where a campaign is in its life but controls nothing. Only Is Active gates availability. Marking a promotion "Completed" does not stop it being offered; untick Is Active to retire it.

Creating a promotion

From the Promotions tab, click New and fill in the record. The fields group into five blocks:

BlockFieldsWhat to enter
ClassificationPromotion Name · Type · Status · Is Active · DescriptionSet Type = Leasing Promotion and tick Is Active — those two make it real. Status is informational.
EconomicsAmount · Charge Code · Promotion Billing Label · Promotion Billing Description · Promotion NotesAmount must be negative (it's a credit). The Billing Label becomes the charge's name; the Billing Description becomes the invoice's comment.
RecurrenceIs Recurring · Recurring Calculation · Recurring Instances · Charge Period · Do Prorate · Instance BasedFor a one-time credit, leave recurrence off. For a repeating credit, see below.
ScopeRegion · Property Type · Property · Leasing Rule · Parent Leasing PromotionControls which leases get offered the promotion (see Who gets offered it).
AttributionUTM Campaign · Start Date · End Date · Applicable On RenewalUTM auto-tags web inquiries; the renewal flag is a hard filter.

Recurring promotions

A one-time promotion credits once. A recurring promotion credits over several billing periods. To build one, tick Is Recurring and then set a Recurring Calculation — either:

  • Fixed Instances — credit for a set number of periods. Provide the number of Recurring Instances and a Charge Period (month by default, or week or day).
  • Date Range — credit across a From/To window set on the lease charge itself.

REDA enforces the pairing strictly: a recurring promotion needs a calculation type, and a non-recurring one must have those fields blank. The exact messages are in the FAQ.

Scoping: who gets offered the promotion

A promotion is offered on a lease when any of its scope fields matches — the logic is "or", not "and". A promotion is offered when:

  • its Region matches the lease's region (when the promotion sets no property type or rule); or
  • its Property Type matches, within the same region (a region is required whenever you set a property type); or
  • its Leasing Rule matches the lease's rule (the rule's region must line up with the promotion's region); or
  • its Property matches — a specific property and its child properties.

The Parent Leasing Promotion field is for grouping related promotions in reports only; nothing reads it when deciding what to offer.

New leases vs renewals. The Applicable On Renewal flag is a hard filter. Promotion offers opened from a Renewal ticket show only renewal-applicable promotions; offers on a new lease show only the non-renewal ones. You never switch "renewal mode" by hand — REDA picks the right set from the context you're in.
The Start/End dates don't stop an offer. A promotion has Start Date and End Date fields, and the help text says they bound when it applies — but in this release the charge picker does not filter on them. An active promotion past its end date is still offered. To retire a promotion for good, untick Is Active; the dates alone won't take it off the list.

Web attribution: matching campaigns automatically

A Leasing Inquiry record for Sara Mansour in REDA One, scrolled to show a linked promotion First Month Free - Fall 2026, an empty Address Information block, Inquiry Contact Info holding an example.com email address, and Inquiry Details listing Property Type 2 BR, Parent Property Meridian Court, Property Meridian Court #101, Region Harbour District and Neighbourhood Old Harbour.
The match, seen from the inquiry. First Month Free – Fall 2026 is sitting on Sara's inquiry without anyone having typed it. Below it are the details the promotion's scope was tested against — Region Harbour District, at Meridian Court #101.

When a web inquiry is saved with a UTM Campaign value and no promotion linked yet, REDA looks for the active promotion whose UTM Campaign matches exactly and stamps it onto the inquiry. This makes marketing attribution automatic — the inquiry that came from your "fall-2026-free-month" ad is tagged with that promotion without anyone typing it.

A few things to know about the match:

  • It's one-shot, at inquiry save. There is no back-fill — activating a promotion later does not go back and tag inquiries that already exist.
  • An existing link is never overwritten.
  • If several active promotions share the same UTM tag, whichever REDA finds first wins — so keep UTM tags unique per active promotion.
  • A promotion referenced by any inquiry can't be deleted; retire it by unticking Is Active instead.

Applying a promotion on a lease

Promotions attach to a lease as charge lines — there is no "promotion" field on the lease itself. To apply one:

Open the lease's Terms & Charges editor. On a renewal, open Renewal Terms & Charges from the Renewal ticket instead — REDA flips to the renewal-applicable offers automatically.
Review the offered promotions. REDA lists every active, Leasing-Promotion-type promotion whose scope matches this lease and isn't already on it.
Tick the ones to keep and save. Each ticked offer becomes a promotion charge line: name from the Billing Label, the negative amount, recurrence copied across, marked Optional. Un-ticking a previously saved offer removes its line (as long as it hasn't been invoiced).
Let it bill. At the next invoice run the negative amount posts as a credit line, carrying the promotion's charge code and billing description.

Child leases in a family are included in the promotion offers alongside the master. And if your organization runs rent-inflation adjustments, promotion credits survive the restructuring — they carry onto the re-created charges rather than getting lost.

Worked example: First Month Free

You're running an autumn incentive on Meridian Court. You create a promotion named "First Month Free – Fall 2026": Type Leasing Promotion, Amount −1,200.00 (one month of the 1,200.00 rent), non-recurring, Charge Code "Rent Discount", Billing Label "First Month Free", scope Region = Harbour District, UTM Campaign "fall-2026-free-month", and Is Active ticked.

A web inquiry arrives carrying that UTM value, so REDA auto-links the promotion to it. When the lease is created for Aisha Rahman, you open Terms & Charges, see "First Month Free" in the offered list, tick it, and save — a −1,200.00 credit line (Optional) is added. The first invoice run credits it against the opening rent.

For a repeating incentive instead, you'd build "5% Off Rent for 6 Months": Amount −60.00, Is Recurring on, Recurring Calculation Fixed Instances, Recurring Instances 6, Charge Period month — six monthly credits of 60.00.

Promotions list view with a one-time and a recurring active Leasing Promotion
The Promotions list, showing a one-time and a recurring Leasing Promotion — both active, with their Type, Start Date, End Date and Is Active columns.
First Month Free Fall 2026 promotion record showing type, dates, active flag and campaign tag
The "First Month Free – Fall 2026" promotion record, showing its type, effective dates, active flag and campaign tag, with the Inquiries and Child Promotions tabs.
Inquiry with the Promotion field auto-linked from its UTM Campaign value
An inquiry whose Promotion field is auto-linked to "First Month Free – Fall 2026", matched from the inquiry's UTM Campaign value.

Reference: the create-form validation rules

These checks fire while you build a promotion, quoted exactly as they appear:

WhenWhat REDA shows
The amount isn't negative"Promotion amount must be a negative."
Recurring, but no calculation type"Provide calculation type of recurring promotions."
Not recurring, but a calculation type is set"Recurring Calculation must be blank for non recurring promotions."
Not recurring, but instances are set"Recurring Instances must be blank for non recurring promotions."
Prorate ticked on a non-recurring promotion"Do Prorate can only be checked for recurring promotions."
Fixed Instances without instances and a period"You must provide Recurring Instances and Charge Period for recurring promotions based on fixed instances."
A property type without a region"Region must be provided in order to provide Property Type."
A leasing rule from a different region"Invalid leasing rule. The region specified in the selected leasing rule does not align with the region specified in the campaign."

Where to go next

  1. Setting Up Lease Charges — the editor where promotion credits live on a lease.
  2. Renewing a Lease — where renewal-applicable promotions are offered.
  3. Web Attribution — how UTM values reach an inquiry.
  4. How Billing Works — how a credit line posts to an invoice.
  5. REDA Editions — Promotion versus Campaign across editions.

Frequently asked questions

A promotion is a credit, so the amount has to be negative: "Promotion amount must be a negative." Enter the discount as a negative figure.

The recurrence fields must line up. A recurring promotion needs a calculation type: "Provide calculation type of recurring promotions." A non-recurring one must leave those fields blank: "Recurring Calculation must be blank for non recurring promotions." and "Recurring Instances must be blank for non recurring promotions."

Proration only applies to recurring promotions: "Do Prorate can only be checked for recurring promotions." Turn on Is Recurring first, or leave Do Prorate off.

A Fixed Instances promotion has to say how many periods and how long each is: "You must provide Recurring Instances and Charge Period for recurring promotions based on fixed instances."

Property-type scope is always read within a region: "Region must be provided in order to provide Property Type." Set the region first.

In this release the charge picker doesn't enforce the Start/End dates. An active promotion is offered regardless of its dates. Untick Is Active to retire it.

The campaign match runs once, at inquiry save, and there is no back-fill. Activating a promotion later does not go back and tag inquiries that already existed.

Was this article helpful?