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Quick Audience:Create Marketing Campaign

Last Updated:Jun 16, 2026

Create marketing campaigns, including primary campaigns and sub-campaigns. For definitions, see Marketing Campaign Overview.

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

You can create marketing campaigns from two entry points:

  • Create a campaign from the upper-right corner of the page with full configuration options.

  • Create a campaign from the campaign calendar with simplified configuration options.

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.

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  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.

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Item

Example value

campaign

Enter a name for the campaign.

campaign code

Enter the campaign code.

Whether the primary campaign

Specify whether to create a primary campaign:

  • 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 and the Belongs to Primary campaign field appears. You can perform the following operations:

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

  • If you do not select one, the sub-campaign remains independent.

    To deselect a primary campaign, hover over it. The 44icon appears on the right. Click the icon 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 you create a campaign from the campaign calendar, only simplified configuration items are required: campaign name, campaign code, primary campaign designation, parent campaign association, and start and end dates. The selected calendar date is used as the default start and end date, which you can change.

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.

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  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.

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  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.