Quick Audience:Manage Marketing Campaign

Event Calendar

In the left-side navigation pane, choose User Marketing > Marketing Management > Event Management. On the Event Management page, click the icon to go to the Event Calendar page. Events are displayed in the monthly and annual calendars, as shown in the following figure.

You can click Month or Year to switch between the monthly and annual calendars. Click the or icon in the upper-left corner to turn pages. Click Today to return to the current time.

• Monthly calendar: displays the primary campaigns and independent sub-campaigns involved in each day on the monthly calendar.

• Almanac: displays the primary campaign and independent sub-campaigns involved in each month on the almanac.

Different colors indicate different campaign categories and different states:

• Orange: The primary campaign has not started and is in progress.

• Purple: Independent sub-campaigns that have not started and are in progress.

• Gray: The primary campaign and independent sub-campaigns that have ended.

As shown in the following figure, if there are more than 5 primary campaigns and independent sub-campaigns in the time grid, all items cannot be directly displayed in the time grid, and will be displayed and... campaigns and move the mouse over the text to display all items in the pop-up window.

Click the campaign. A pop-up window displays the campaign information, as shown in the following figure. Click Details in the upper-right corner of the dialog box to go to the event details page. For more information about the event details page, see Campaign Details.

Campaign list

In the left-side navigation pane, choose User Marketing > Marketing Management > Campaign Management. On the Campaign Management page, click the icon. The campaign list appears, as shown in the following figure.

The icon represents the primary campaign and the icon represents the sub-campaign. Click the plus icon in front of the primary campaign to expand the list of sub-campaigns under the primary campaign.

Campaign Details

Sub-campaigns associated with audience and marketing tasks

Because sub-campaigns are marketing campaigns that need to be actually executed, they can be associated with audience and marketing tasks:

• Associate an audience with a child campaign as you create and edit an audience. For more information, see Audience Management Documentation.

• Associate a marketing task with a sub-campaign when you create or edit a marketing task (excluding WeChat marketing, Douyin marketing, and Kafka push). For more information, see User Marketing Documentation and Automatic Marketing Documentation.

Edit campaign

Procedure

1. Click the icon to go to the list of campaigns.

2. Click Edit in the Actions column.

3. Modify the active parameters in the pop-up window. For more information, see Create Marketing Campaigncampaign.

4. Click OK.

Sub-campaign authorization

The administrator and campaign creator can grant the usage or management permissions of a sub-campaign to others:

• Use permission: View and use sub-campaigns, configure associated audience, and associate marketing tasks.

• Manage permissions: Edit, remove, and use permissions for sub-campaigns.

The authorization operations for managing and using permissions are similar. Procedure:

1. Click the icon to go to the list of campaigns.

2. Click Permission Settings for the child campaign.

3. In the dialog box that is added, select Manage Permissions or Use Permissions.

   

4. By default, you have selected the sub-campaigns at the time of entry. You can also select other sub-campaigns. All sub-campaigns are supported.

5. Set the Authorization Method parameter to By Member or By Member Group.

   The authorized accounts of the selected child campaign and the validity period of the authorization are displayed in the lower part.

   Note

   If multiple sub-campaigns are selected, the accounts that have been authorized for multiple sub-campaigns are displayed below. If the validity period is empty, the validity period of multiple sub-campaigns is different. Please check the specific validity period of the sub-campaigns.

6. To cancel the authorization, click Remove in the Actions column corresponding to the account to cancel the authorization. The authorization immediately takes effect.

7. Authorization: Select the account to which you want to grant permissions. You can select multiple accounts, specify a validity period, and then click OK.

Embed Quick BI Report

You can use campaign-related data to create reports on the Quick BI visual analysis platform, and then embed the reports on the marketing campaign page for display. At the same time, the report can be automatically filtered to display the data of the current marketing campaign.

Procedure

1. Quick Audience administrators configure Quick BI authorization. For more information, see Quick BI Authorization Configuration.

2. In the Quick BI Console, perform the following operations:

   1. The Quick BI administrator embeds reports into the Embedding Channel Configuration of Quick Audience.

   2. Quick BI workspace members create and save reports.

      When you make reports, you can use marketing campaigns to sync data to your ABD3.0 analytics source.

   3. If you want Quick Audience to automatically filter and display the data of the current campaign, you must set the campaign_id parameter to Global Parameters in addition to the data that is synchronized from the campaign to ABD 3.0. The parameter name must be set to campaignid, as shown in the following figure.

      

   4. Publish a report.

   5. For more information about how to enable embedding for a report, see Report Enable Embedding.

   6. (Optional) You can specify the space where the report is embedded in Quick Audience from the Quick BI. For more information, see Report Embedding Configuration.

3. The organization administrator of Quick Audience grants permissions to the workspace on which the report is embedded. For more information, see Report Authorization.

   If the Report Embedding Configuration was performed from the Quick BI in the previous step, you can omit this step.

4. The Quick Audience organization administrator or workspace administrator embeds the report.

   1. Choose Workspace> Configuration Management > Marketing Configuration > Report Configuration, as shown in the following figure.

b. In the upper-right corner, click Associated Dashboard.

c. In the dialog box that appears, select a report and click OK, as shown in the following figure.

4. If you are an administrator or a member of a custom role that has the User Marketing-Marketing Management-Campaign-Campaign Dashboard permission, click Data Analysis in the upper-right corner of the details page of a primary campaign or a sub-campaign to go to the analysis page. The report is loaded on the page.

If the report has set the campaign_id field in the data synchronized from marketing campaigns to ABD3.0 as a global parameter, the report will automatically filter and display the data of the current marketing campaign. As shown in the following figure, only the number of the current marketing campaign is displayed in the "Campaign number" section.

You can use reports to analyze data. The specific operations depend on the types of dashboards and reports. For more information, see Quick BI User Guide.

Remove a campaign

You can remove campaigns that you no longer need. Procedure:

1. Click the icon to go to the list of campaigns.

2. Click Remove for the campaign.

3. Confirm the deletion to complete the campaign removal.