> ## Documentation Index
> Fetch the complete documentation index at: https://docs.opensubs.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Set up a promotion

> Targeted offers inside the portal: pick the audience, place the banner, watch the funnel.

OPENSUBS PLATFORM

15 min

Promotions are offers shown in the customer portal to subscribers you choose: a banner with a one-tap action.

**1. Create it**

* Open **Settings > Promotions** and create a promotion. The editor runs top to bottom: **Details** (name it), **Creative** (message and look), **Call to action** (what the button does), **Placement** (where it shows; one promotion can hold several).

> [!TIP]
>
> **Checkpoint:** the banner says one thing and the button does it.

![The promotion editor: details, creative, call to action, placement, and targeting, top to bottom.](https://mintcdn.com/opensubs-docs/T6NpYT9MdOxqnOk5/images/platform-v2/run/32-promotion-editor.png?fit=max\&auto=format\&n=T6NpYT9MdOxqnOk5\&q=85\&s=d9c1f9941d09c5a149947fde05b08025)

**2. Aim it**

* **Targeting** picks the audience: conditions combined with **ALL of** / **ANY of**, plus a live estimate of matching subscribers. The condition builder works like the one in [bulk operations](https://docs.opensubs.com/platform-v2/run/change-many-at-once.md).
* **Schedule**, in the right sidebar, bounds a seasonal promotion; leave it open-ended if standing.
* Press **Activate** when ready; until then it's a draft no subscriber sees.

> [!TIP]
>
> **Checkpoint:** the estimate matches who you meant and the badge reads **Active**.

**3. Watch it, and retire it**

* **Performance** tracks impressions, clicks, and conversions, plus revenue for the **Add product** and **Apply discount** calls to action (others show revenue as not tracked), with **Export stats** and **Export activity** CSVs.
* Pause a promotion to stop it showing; archive it when done. Stats stay.
* A temporary discount that can't be taken back off a subscription surfaces as a banner on the promotion's page and as the **Promo revert abandoned** alert on **Settings > Operational health** ([When an alert opens](https://docs.opensubs.com/platform-v2/run/when-an-alert-opens.md)).

> [!TIP]
>
> **Checkpoint:** the funnel moves and nothing asks for attention.


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