All Products
Search
Document Center

Quick Audience:Create Marketing Campaign

Last Updated:May 20, 2025

Create a marketing campaign, including a primary campaign and a sub-campaign. For more information about the definition of the primary campaign and sub-campaigns, see Marketing Campaign Overview.

The creator must be an administrator or a custom role that has the User Insights-Marketing Campaign-Create Campaign permission.

Two types of portal for creating marketing campaigns are supported:

  • From the top right corner of the page, create a new campaign and enter the full configuration items.

  • Quickly create marketing campaigns from the event calendar and fill in simplified configuration items.

Create a new campaign from the top right corner of the page

Procedure

  1. Choose Workspace> User Marketing > Marketing Management > Campaign Management to go to the campaign management page.

image

  1. Click New campaign in the upper-right corner.

  2. In the dialog box that appears, configure the parameters, as shown in the following table.

image

Item

Example value

campaign

Enter a name for the campaign.

campaign code

Enter the campaign code.

Whether the primary campaign

Select whether the primary campaign is being created:

  • Select Yes to create a primary campaign.

  • If you select No, a child campaign is created.

Attribution to main campaign

If you select No for Primary campaign, a child campaign is created. The configuration items Belongs to Primary campaign appears. you can perform the following operations:

  • Select a primary campaign and attach the created sub-campaign to the primary campaign.

  • If not selected, the created sub-campaign will be an independent sub-campaign.

    If you need to deselect a selected primary campaign, you can move the pointer over the selected primary campaign. The 44icon appears on the right. Click to deselect. 11

Start and End Dates

Select the start and end time of the campaign.

Note

The start and end time of the sub-campaign must be within the start and end time of the primary campaign.

campaign Type

Enter or select an campaign type from the drop-down box, for example, Festival, Offline, or Mega Event.

campaign Description

Enter a description of the campaign.

campaign budget

Enter the campaign budget. The default unit is Yuan. You can switch to USD, GBP, EUR, or HKD.

Revenue Target

Enter a revenue target. The default unit is RMB. You can switch to USD, GBP, EUR, or HKD.

  1. Click OK.

Quickly create marketing campaigns from the event calendar

When quickly creating a marketing campaign from the campaign calendar, the configuration items will be simplified into the campaign name, campaign code, whether the main campaign is, the main campaign belongs to, and the start and end time. At the same time, the calendar time will be used as the default start and end date of the campaign (which can be changed).

Procedure

  1. In the left-side navigation pane, choose User Marketing > Marketing Management > Campaign Management.

  2. Select the 日历icon to enter the calendar of events, and then select Month or Year to enter the monthly or annual calendar, as shown in the following figure.

image

  1. On the monthly or annual calendar, click the required time grid to pop up the configuration window, as shown in the following figure. This time grid will be used as the default start and end dates.

image

  1. In the dialog box that appears, configure the parameters. For more information about the parameters, see the preceding table.

  2. Optional. To configure the parameters in the preceding table, click More. The pop-up window displays the complete configuration items.

  3. Click OK.