How to Use Company-Level Promotions

Before You Start

Before using Company-Level Promotions, make sure that:

• You are a company admin in Letterhead

Step-by-Step: Using Company-Level Promotions

Step 1: Go to the Company View

1. Open Letterhead and sign in to your account.

2. Use the organization or channel selector in the navigation.

3. Select the Company option to switch to the company-level view.

This view shows all organizations and channels that belong to your company.

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Step 2: Create a Company-Level Promotion

1. From the Company view, click Promotions in the left-hand menu.

2. Click Create campaign.
   

3. Enter the promotion details, including:

• Campaign title

• Promoter name

• Channels

• Zone

• Schedule dates

• Add the promotion content (text, image, or banner).

• Headline

• Text

• Promotion Link

     4.  Click Activate or Save as draft.

The promotion is now available at the company level.

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Step 3: 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 or update existing promotions

• Export promotion metrics

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Step 4: Use Company Promotions in a Newsletter

• Open a draft newsletter in any channel.

• Add a Promotion block to your newsletter layout.

• Select the appropriate promotion zone.

• The newsletter will automatically pull the matching company-level promotion based on the send date.

If a promotion is scheduled but not placed in the newsletter, you’ll see a warning during preview and scheduling.

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Using the Promotion Calendar

When working with Company-Level Promotions, you’ll see a calendar view that helps you understand when promotions are scheduled to run across your company.

The calendar allows you to:

• View all scheduled promotions by date

• See which channels and zones each promotion is assigned to

• Identify gaps where promotions are scheduled but not placed in a newsletter

This view is especially useful when managing promotions across multiple organizations, as it gives you a single timeline to review upcoming and active promotions.

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Troubleshooting and FAQs

I don’t see the Company option in navigation

• Confirm you are a company admin

I see a warning that a promotion is missing from my newsletter

This means a promotion is scheduled for the send date but the matching promotion block hasn’t been added to the newsletter. You can:

• Go back to the editor and add the Promotion block, or

• Continue without the promotion

What happened to organization-level promotions?

Organization-level promotions are no longer used. All new promotions should be created and managed at the Company level.