Manage promo program types

A promo program type is a company-level template for a promotion that an agent later applies to an individual borrower loan. Use the Promo Program Types screen in the Admin Portal to add these templates, edit them, and move them through their lifecycle.

• Portal: Admin Portal
• Role: Requires the admin role or the peach-support role. Either one grants access to the Admin section of the sidebar.

• Permissions: Requires admin.portal:read for the Admin Portal itself, plus loan.promoprogram.type:list to load the list and loan.promoprogram.type:read to open a type. Each write action requires one further permission: loan.promoprogram.type:create to add, loan.promoprogram.type:update to edit, activate, or set inactive, and loan.promoprogram.type:delete to archive.

• Permissions the portal does not pre-check: The screen hides the write controls when you lack :create, :update, or :delete, but it does not check :list or :read before loading. Without :list you reach the page and the table shows Error loading promo program types.

• Admin Portal layout: This screen appears only in the new Admin Portal layout. You turn that layout on for yourself by selecting Try it now at the bottom left. Peach stores that choice in your browser, so it does not follow you to another machine or another browser. Peach adds new features to this layout only.

• Feature flags: A Peach-controlled flag gates the screen, and it is on for every lender. If you do not see Promo Program Types in your sidebar, confirm you are in the new Admin Portal layout.

• Status: Available to all lenders in the new Admin Portal layout.

• Program type is permanent. You choose Same as cash or Deferred interest when you add a type, and you cannot change it afterwards.
• Archiving cannot be undone. An archived type can never be edited or activated again.
• Activating a draft cannot be undone. Once you activate a type, Peach rejects any attempt to return it to Draft.

• Promotions apply to some loan types only. Agents can build a promo program from a type on installment loans and on draws — the sub-accounts within a line of credit. Peach rejects a promo program on any other loan type.
• Same as cash is installment-only. Same as cash works on installment loans but not on draws. To run a promotion on a draw, choose Deferred interest, which works on both.

• Activate a type before it is applied to a loan. Move a promo program type from Draft to Active before an agent applies it to a borrower's loan.

From the Admin Portal sidebar, under Admin, select Promo Program Types.

The table lists every promo program type on your company, 25 rows to a page, sorted by name.

Enter a term in Search promo program types to match against the name, the external ID, and the description. Matching is case-insensitive and matches anywhere in the value, so a type whose description mentions your term appears even though the description is not a column.

Use Add filter to narrow the list by Status, which you can set to match a value or to exclude one, or by Program type, which can only match. Each filter takes a single value, and only the first filter you add for a column applies. Use the column control to hide, reorder, or reset the columns.

When nothing matches, the table shows No promo program types found.

Select + Add new in the upper right. The Create new promo program type dialog opens.

Complete the fields under Program details and Borrower disclosure. See Field reference. Borrower facing name and Program type are required; the dialog keeps the submit button disabled until both are set.

Select Create promo program type. Peach saves the type with the status Draft. The dialog has no status field, and a new type is always a draft.

Select any row to open its drawer. The header shows the name, a status chip, the external ID or the type ID, and the Created and Last updated timestamps.

Select Edit. You can change Borrower facing name, External ID, and Description. Program type and Status stay read-only. Edit does not appear on an archived type.

Select Save. The button stays disabled until the form is valid and you have changed something. If you close the drawer or select Cancel with unsaved edits, Peach asks you to confirm before discarding them.

Status never changes through the edit form. Each transition has its own button in the drawer header, and each asks you to confirm.

• Archive retires a Draft or Inactive type. An Active type has no Archive button — set it inactive first.
• Activate moves a Draft or Inactive type to Active.
• Set inactive moves an Active type to Inactive. Inactive types stay on the loans that already use them and cannot be added to new loans.

Editable fields, shown in the Create new promo program type dialog and editable again in the drawer:

Read-only fields, shown in the drawer:

A new promo program type appears in the list as Draft. When an agent builds a promo program from a type on a borrower's installment loan or draw, Peach copies the type's program type, borrower-facing name, and description onto that loan's promotion. Setting a type inactive stops it being used for any new promotion and leaves promotions that already use it untouched. Archiving retires the type permanently and blocks all further editing.

• Admin Portal overview — Find the rest of the Admin Portal screens and how the beta layout works.
• Manage promo rates and promotional programs — Apply and cancel promotions on an individual loan from the Agent Portal.
• Core concepts — Understand same-as-cash and deferred-interest promotions.