---
title: Setting Up Special Offers
description: You can create special offers for certain accounts or users which appear on the home page and within the marketing page of a report.
---

[Skip to content](https://guide.contentcatalyst.com/hc/en-gb/articles/212093026-how-do-i-set-up-special-offers-#main-content)

![CC logo blue-1 (1)](https://guide.contentcatalyst.com/hs-fs/hubfs/CC%20logo%20blue-1%20(1).png?width=200&height=89&name=CC%20logo%20blue-1%20(1).png)

- [Guide & Help](https://guide.contentcatalyst.com/)
- [Main Website](https://contentcatalyst.com/)
- [Go to Customer Portal](https://guide.contentcatalyst.com/tickets-view)

Open main navigation

Close main navigation

- [Guide & Help](https://guide.contentcatalyst.com/)
- [Main Website](https://contentcatalyst.com/)
- [Go to Customer Portal](https://guide.contentcatalyst.com/tickets-view)
- [Main Website](https://contentcatalyst.com/)

[Main Website](https://contentcatalyst.com/)

 Learn all about the platform

- There are no suggestions because the search field is empty.

1. [Guide & Help](https://guide.contentcatalyst.com/?hsLang=en)
2. [Sales & Marketing](https://guide.contentcatalyst.com/sales-marketing?hsLang=en)
3. [Trials](https://guide.contentcatalyst.com/sales-marketing?hsLang=en#trials)

# Setting Up Special Offers

## You can create special offers for certain accounts or users which appear on the home page and within the marketing page of a report.

**Read this article to understand how to:**

- Encourage existing users to expand their current subscriptions plans
- Showcase the breadth and quality of your content to new/guest users

### Add and View Special Offers

 

1. Go to the **Accounts** section of the admin interface and select an account.

2. Select **Add/View special offers** from the Related Actions menu on the right.

 

![Group 9 (6)](https://guide.contentcatalyst.com/hs-fs/hubfs/Group%209%20(6).png?quality=high&width=688&height=387&name=Group%209%20(6).png)

🔔 **This will list all the offers that currently exist on the system. You are also able to delete offers on this screen.**

### Add a new offer

1. Head to the **Add/view special offers** page.

2. Click **Add new**.

 

![Group 10 (7)](https://guide.contentcatalyst.com/hs-fs/hubfs/Group%2010%20(7).png?quality=high&width=688&height=383&name=Group%2010%20(7).png)

 

3. Click the **Start date** field and select a date from the calendar.

4. Click the **End date** field and select a date from the calendar.

5. Enter the text you’d like to display for your advert (including offer details) to the **Description** field.

6. Select whether you’d like the offer to apply to a specific report or all reports.

7. Select whether you’d like the offer to apply to your current account selection or all accounts.

8. Click **Continue**.

 

![Group 11 (6)](https://guide.contentcatalyst.com/hs-fs/hubfs/Group%2011%20(6).png?quality=high&width=688&height=384&name=Group%2011%20(6).png)

 

8b. If you selected the **Specific report** option, select the report you’d like the offer to apply to from the list that appears, using the search function and filters as required, then click **Submit.**

### Special offers based on customer activity

1. Another route to setting up a special offer is via the **Analysis** section of the admin area. Select the **Sales leads** tab to see which report marketing pages your customers have been looking at. You can filter this data by Account Manager or recent activity.

 

![Group 12 (6)](https://guide.contentcatalyst.com/hs-fs/hubfs/Group%2012%20(6).png?quality=high&width=688&height=383&name=Group%2012%20(6).png)

 

2. Click the + icon to expand the information. It will show the user. Click the $ icon to the right of the page, **Set special offer. **It will take you to the **Add a new offer **page, simply follow the steps detailed above.

 

![Group 13 (4)](https://guide.contentcatalyst.com/hs-fs/hubfs/Group%2013%20(4).png?quality=high&width=688&height=383&name=Group%2013%20(4).png)

 

🔔 When the user logs in, they can see what special offers are available to them on the homepage via the **Special Offers** tab.

![Group 14 (4)](https://guide.contentcatalyst.com/hs-fs/hubfs/Group%2014%20(4).png?quality=high&width=688&height=387&name=Group%2014%20(4).png)

 

- [Setting Up Your Content Catalyst Subscriber Portal](https://guide.contentcatalyst.com/setting-up-your-content-catalyst-subscriber-portal?hsLang=en#main-content)
  
  
  
  
  
    - [Onboarding](https://guide.contentcatalyst.com/setting-up-your-content-catalyst-subscriber-portal?hsLang=en#onboarding)
    - [Site Options](https://guide.contentcatalyst.com/setting-up-your-content-catalyst-subscriber-portal?hsLang=en#site-options)
    - [Showcase Page](https://guide.contentcatalyst.com/setting-up-your-content-catalyst-subscriber-portal?hsLang=en#showcase-page)
    - [Export Template Customisation & Branding](https://guide.contentcatalyst.com/setting-up-your-content-catalyst-subscriber-portal?hsLang=en#export-template-customisation-branding)
    - [Site Design & Branding](https://guide.contentcatalyst.com/setting-up-your-content-catalyst-subscriber-portal?hsLang=en#site-design-branding)
- [Site Authentication & User Registration](https://guide.contentcatalyst.com/site-authentication-user-registration?hsLang=en#main-content)
  
  
  
  
  
    - [Site Access](https://guide.contentcatalyst.com/site-authentication-user-registration?hsLang=en#site-access)
    - [User Registration](https://guide.contentcatalyst.com/site-authentication-user-registration?hsLang=en#user-registration)
    - [SSO](https://guide.contentcatalyst.com/site-authentication-user-registration?hsLang=en#sso)
- [Account & User Management](https://guide.contentcatalyst.com/account-user-management?hsLang=en#main-content)
  
  
  
  
  
    - [Account Creation & Management](https://guide.contentcatalyst.com/account-user-management?hsLang=en#account-creation-management)
    - [User Creation & Management](https://guide.contentcatalyst.com/account-user-management?hsLang=en#user-creation-management)
    - [Security](https://guide.contentcatalyst.com/account-user-management?hsLang=en#security)
    - [Account Manager Creation & Management](https://guide.contentcatalyst.com/account-user-management?hsLang=en#account-manager-creation-management)
    - [Guest Access](https://guide.contentcatalyst.com/account-user-management?hsLang=en#guest-access)
- [Licensing & Access Management](https://guide.contentcatalyst.com/licensing-access-management?hsLang=en#main-content)
  
  
  
  
  
    - [Creating & Managing Licenses](https://guide.contentcatalyst.com/licensing-access-management?hsLang=en#creating-managing-licenses)
    - [Prevent Full Downloads](https://guide.contentcatalyst.com/licensing-access-management?hsLang=en#prevent-full-downloads)
    - [Remote Access](https://guide.contentcatalyst.com/licensing-access-management?hsLang=en#remote-access)
    - [Restrict Export Formats](https://guide.contentcatalyst.com/licensing-access-management?hsLang=en#restrict-export-formats)
- [Organise, Categorise, and Link Content](https://guide.contentcatalyst.com/organise-categorise-and-link-content?hsLang=en#main-content)
  
  
  
  
  
    - [Creating & Managing Category Trees](https://guide.contentcatalyst.com/organise-categorise-and-link-content?hsLang=en#creating-managing-category-trees)
    - [Configuring Category Landing Pages](https://guide.contentcatalyst.com/organise-categorise-and-link-content?hsLang=en#configuring-category-landing-pages)
    - [Category & Report Covers](https://guide.contentcatalyst.com/organise-categorise-and-link-content?hsLang=en#category-report-covers)
    - [Chapters & Sections](https://guide.contentcatalyst.com/organise-categorise-and-link-content?hsLang=en#chapters-sections)
    - [Analysts](https://guide.contentcatalyst.com/organise-categorise-and-link-content?hsLang=en#analysts)
    - [Tags](https://guide.contentcatalyst.com/organise-categorise-and-link-content?hsLang=en#tags)
    - [Report Series & Linked Reports](https://guide.contentcatalyst.com/organise-categorise-and-link-content?hsLang=en#report-series-linked-reports)
    - [Promote Categories](https://guide.contentcatalyst.com/organise-categorise-and-link-content?hsLang=en#promote-categories)
- [Create & Deliver Content and Data](https://guide.contentcatalyst.com/create-deliver-content-and-data?hsLang=en#main-content)
  
  
  
  
  
    - [Report Metadata](https://guide.contentcatalyst.com/create-deliver-content-and-data?hsLang=en#report-metadata)
    - [Importing Content](https://guide.contentcatalyst.com/create-deliver-content-and-data?hsLang=en#importing-content)
    - [Instant Insights/Briefings](https://guide.contentcatalyst.com/create-deliver-content-and-data?hsLang=en#instant-insights-briefings)
    - [Interactive Docs](https://guide.contentcatalyst.com/create-deliver-content-and-data?hsLang=en#interactive-docs)
    - [DocuViewer](https://guide.contentcatalyst.com/create-deliver-content-and-data?hsLang=en#docuviewer)
    - [PDF/SlideViewer](https://guide.contentcatalyst.com/create-deliver-content-and-data?hsLang=en#pdf-slideviewer)
    - [Power BI](https://guide.contentcatalyst.com/create-deliver-content-and-data?hsLang=en#power-bi)
    - [Video Content](https://guide.contentcatalyst.com/create-deliver-content-and-data?hsLang=en#video-content)
    - [External Reports](https://guide.contentcatalyst.com/create-deliver-content-and-data?hsLang=en#external-reports)
    - [Publishing Workflow](https://guide.contentcatalyst.com/create-deliver-content-and-data?hsLang=en#publishing-workflow)
    - [DataViewer](https://guide.contentcatalyst.com/create-deliver-content-and-data?hsLang=en#dataviewer)
    - [RSS Feeds](https://guide.contentcatalyst.com/create-deliver-content-and-data?hsLang=en#rss-feeds)
- [Operations & Administration support](https://guide.contentcatalyst.com/operations-administration-support?hsLang=en#main-content)
  
  
  
  
  
    - [Domain Configuration](https://guide.contentcatalyst.com/operations-administration-support?hsLang=en#domain-configuration)
    - [Email Deliverability](https://guide.contentcatalyst.com/operations-administration-support?hsLang=en#email-deliverability)
    - [Search Configuration](https://guide.contentcatalyst.com/operations-administration-support?hsLang=en#search-configuration)
    - [Chargeback Codes](https://guide.contentcatalyst.com/operations-administration-support?hsLang=en#chargeback-codes)
    - [Policies & Notices](https://guide.contentcatalyst.com/operations-administration-support?hsLang=en#policies-notices)
    - [API](https://guide.contentcatalyst.com/operations-administration-support?hsLang=en#api)
- [Site Extensions & Integrations](https://guide.contentcatalyst.com/site-extensions-integrations?hsLang=en#main-content)
  
  
  
  
  
    - [CRM Integrations](https://guide.contentcatalyst.com/site-extensions-integrations?hsLang=en#crm-integrations)
    - [Integrations](https://guide.contentcatalyst.com/site-extensions-integrations?hsLang=en#integrations)
- [Tracking & Analytics of Subscriber Use](https://guide.contentcatalyst.com/tracking-analytics-of-subscriber-use?hsLang=en#main-content)
  
  
  
  
  
    - [General](https://guide.contentcatalyst.com/tracking-analytics-of-subscriber-use?hsLang=en#general)
    - [Report Access](https://guide.contentcatalyst.com/tracking-analytics-of-subscriber-use?hsLang=en#report-access)
    - [Popular Searches](https://guide.contentcatalyst.com/tracking-analytics-of-subscriber-use?hsLang=en#popular-searches)
    - [Tracking Snippets](https://guide.contentcatalyst.com/tracking-analytics-of-subscriber-use?hsLang=en#tracking-snippets)
    - [Account Statistics](https://guide.contentcatalyst.com/tracking-analytics-of-subscriber-use?hsLang=en#account-statistics)
    - [Analytics Sales Leads](https://guide.contentcatalyst.com/tracking-analytics-of-subscriber-use?hsLang=en#analytics-sales-leads)
- [Sales & Marketing](https://guide.contentcatalyst.com/sales-marketing?hsLang=en#main-content)
  
  
  
  
  
    - [Email Customisation & Branding](https://guide.contentcatalyst.com/sales-marketing?hsLang=en#email-customisation-branding)
    - [Buy It Now](https://guide.contentcatalyst.com/sales-marketing?hsLang=en#buy-it-now)
    - [Instant Access Links](https://guide.contentcatalyst.com/sales-marketing?hsLang=en#instant-access-links)
    - [Search Engine Verification](https://guide.contentcatalyst.com/sales-marketing?hsLang=en#search-engine-verification)
    - [Trials](https://guide.contentcatalyst.com/sales-marketing?hsLang=en#trials)
    - [Personalised Content Notifications](https://guide.contentcatalyst.com/sales-marketing?hsLang=en#personalised-content-notifications)
- [Content Discovery](https://guide.contentcatalyst.com/content-discovery?hsLang=en#main-content)
  
  
  
  
  
    - [Site Navigation](https://guide.contentcatalyst.com/content-discovery?hsLang=en#site-navigation)
    - [End-User Search](https://guide.contentcatalyst.com/content-discovery?hsLang=en#end-user-search)
    - [Categories & Tags](https://guide.contentcatalyst.com/content-discovery?hsLang=en#categories-tags)
    - [MyCatalyst](https://guide.contentcatalyst.com/content-discovery?hsLang=en#mycatalyst)
- [End-User Actions](https://guide.contentcatalyst.com/end-user-actions?hsLang=en#main-content)
  
  
  
  
  
    - [Share Briefing](https://guide.contentcatalyst.com/end-user-actions?hsLang=en#share-briefing)
    - [Ask The Analyst](https://guide.contentcatalyst.com/end-user-actions?hsLang=en#ask-the-analyst)
    - [Collate & Export Content](https://guide.contentcatalyst.com/end-user-actions?hsLang=en#collate-export-content)
    - [Share](https://guide.contentcatalyst.com/end-user-actions?hsLang=en#share)
    - [Notes](https://guide.contentcatalyst.com/end-user-actions?hsLang=en#notes)
    - [Translation](https://guide.contentcatalyst.com/end-user-actions?hsLang=en#translation)
    - [User Profile](https://guide.contentcatalyst.com/end-user-actions?hsLang=en#user-profile)
- [RabbitMQ](https://guide.contentcatalyst.com/rabbitmq?hsLang=en#main-content)
  
  
  
  
  
    - [How to Use Rabbit MQ](https://guide.contentcatalyst.com/rabbitmq?hsLang=en#how-to-use-rabbit-mq)
    - [RabbitMQ: Events](https://guide.contentcatalyst.com/rabbitmq?hsLang=en#rabbitmq-events)

- [Main Website](https://contentcatalyst.com/)
- [Go to Customer Portal](https://guide.contentcatalyst.com/tickets-view)
- [Release Notes](https://guide.contentcatalyst.com/release-notes)
- [Raise a Ticket](https://guide.contentcatalyst.com/tickets-view/new?)

[![CC logo blue-1 (1)](https://guide.contentcatalyst.com/hs-fs/hubfs/CC%20logo%20blue-1%20(1).png?width=100&height=44&name=CC%20logo%20blue-1%20(1).png "CC logo blue-1 (1)")](http://contentcatalyst.com)

Energise your insights

<https://www.linkedin.com/company/content-catalyst>

Copyright © 2025, Content Catalyst Ltd.