How to Use Company-Level Promotions

Company-Level Promotions let you run campaigns across multiple organizations and channels from one place. You’ll need to be a company admin to use them. For everything else the Promotions area can do, see Working in Promotions.

Switch to the Company view

Use the organization/channel selector in the navigation and choose Company. This view spans every organization and channel in your company. (Don’t see the Company option? Confirm you’re a company admin.)

Create a company-level promotion

1. From the Company view, click Promotions and then Create campaign.
2. Enter the details: campaign title, promoter name, channels, zone, and schedule dates.
3. Add the promotion content — headline, text, image or banner, and the promotion link. You can also choose the HTML type to paste custom code or ad tags.
4. Click Activate, or Save as draft to finish later.

View and manage promotions

From the Promotions page you can see all company-level promotions in one list, check status, scheduled dates, impressions, and clicks, edit existing promotions, and export metrics. For deeper performance data, see Promotions insights.

Use company promotions in a newsletter

• Open a draft newsletter in any channel and add a Promotion block, selecting the appropriate zone. The newsletter automatically pulls the matching company-level promotion based on the send date.
• Or skip manual placement entirely: a company promotion can auto-inject into every send, landing in the placement you choose (or the default spot).

If a promotion is scheduled for the send date but not placed in the newsletter, you’ll see a warning during preview and scheduling — add the Promotion block, or continue without it.

Choose who sees a promotion

Set who a promotion is for once, on the promotion, and every placement follows it, whether you placed it by hand in a template or newsletter or it was auto-injected.

1. Open the promotion and find Show this promotion on. Choose Everywhere, Desktop only, or Mobile only.
2. Under Show this promotion to, pick the segments whose readers should see it, such as one of your own segments or a built-in engagement segment like Loyalists, and choose whether a reader needs to be in any or all of them.
3. Click Save on a promotion that is already running. Saving a rule applies it to every placement of the promotion. A promotion that is not yet active offers Activate instead. Save as draft keeps the promotion, or makes it, inactive, so don’t use it to change a rule on a running promotion.

A few things to know:

• Nothing set means everyone. A promotion with no device choice and no segments shows to every reader, exactly as before.
• A placement can override. A promotion block in a template or newsletter follows the promotion by default. If you set the block’s own display choice, including an explicit choice to show to everyone, the block’s choice replaces that part of the promotion’s rule (the device choice or the segments) for that one placement. A newsletter’s block keeps its own choice.
• Segments apply to company-audience sends from Letterhead. On other sends, such as through a third-party email provider, the promotion shows to everyone. The web version of a newsletter leaves out promotions aimed at segments.
• You can choose who sees it, but not who is kept from it. There is no way yet to exclude a segment.
• The device and segment choices work together. A promotion set to mobile only and to Loyalists shows only to Loyalists reading on mobile.
• You can see the rule without opening the promotion. The promotions list and a promotion’s detail page show Who sees it, such as “Everyone, on any device” or “Only readers in any of: Loyalists”. When a promotion has both a device rule and an audience rule, the two are shown together. A promotion block in a template or newsletter says which rule it follows when it follows the promotion.
• Check who sees it before you send. In a newsletter’s preview, pick a contact or a segment to see each promotion the way that reader gets it. The All subscribers view shows everything, including promotions only some readers get, and says so. A newsletter you reopen at its preview step can show the last saved rule until you refresh the preview.
• A zone with several hand-placed promotions that have different rules shows them without a rule, since the block can only hide or show as a whole. Give them the same rule, or place them in separate blocks.

The promotion calendar

Company-Level Promotions include a calendar view showing when promotions run across your company: all scheduled promotions by date, which channels and zones each is assigned to, and gaps where a promotion is scheduled but not yet placed. It’s a single timeline for reviewing upcoming and active promotions across organizations.

FAQ

What happened to organization-level promotions? They’re no longer used — create and manage all new promotions at the Company level.

Prefer to have it done for you?

Penpal can list your promotions and their schedules, and reschedule, pause, reactivate, or edit them for you in conversation. See how Penpal works.