Manage Marketing Campaigns

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After you create a marketing campaign, it is displayed in a campaign calendar and a campaign list. You can view campaign details, edit or remove campaigns, and associate audiences and marketing tasks with sub-campaigns. You can also grant management and usage permissions for a campaign to other users.

Event calendar

Click the 日历 icon to open the campaign calendar. The page displays campaigns in a monthly or yearly view, as shown in the following figure.

Click Month or Year to switch between the monthly and yearly views. Click the 左 or 右 icon in the upper-left corner to navigate between pages.

  • Monthly calendar: Displays main activities and standalone sub-activities for each day.

  • Yearly view: Displays the main campaigns and independent sub-campaigns for each month.

Different colors indicate different campaign categories and statuses:

  • Orange: Main campaigns that have not started or are in progress.

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

  • Gray: Main campaigns and independent sub-campaigns that have ended.

As shown in the following figure, if a date cell contains more than five campaigns, the cell displays a message such as ... more campaigns. To see all campaigns, you can hover over the text. A pop-up window appears and lists all of the campaigns.

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Click a campaign to display its information in a pop-up window, as shown in the following figure. Click Details in the upper-right corner of the window to open the campaign details page. For more information, see Campaign details.

Campaign list

Click the 22 icon to open the campaign list. The page displays campaigns in a list, as shown in the following figure.

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The 44 icon indicates a main campaign, and the 子 icon indicates a sub-campaign. Click the plus sign (加) icon next to a main campaign to expand the list of its sub-campaigns.

Campaign details

Main campaign details

In the campaign list, click a main campaign name to open its details page. The page displays detailed information about the main campaign and a list of its sub-campaigns, as shown in the following figure.

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Sub-campaign details

In the campaign list, click a sub-campaign name to open its details page. The page displays detailed information about the sub-campaign and lists its associated audiences and marketing tasks.

The list of participating audiences is shown in the following figure. For audiences generated by filtering, intersection, or union, you can click the 44 icon to open the audience editing page.

The list of marketing tasks is shown in the following figure. The tasks are displayed by type. You can click the 44 icon to open the details page or list page of the corresponding marketing task.

Associate sub-campaigns with audiences and marketing tasks

Because sub-campaigns are the marketing activities that are actually executed, you can associate them with audiences and marketing tasks:

Note

After a marketing task is associated with a sub-campaign, the audiences involved in the task are not automatically associated with the sub-campaign. This excludes audiences generated by the Generate Audience component in an automated marketing task. To associate these audiences with the sub-campaign, you must edit or re-upload the audiences.

Edit activity

Note

You cannot change a main campaign to a sub-campaign, or a sub-campaign to a main campaign.

Procedure:

  1. Click the 22 icon to open the campaign list.

  2. Click the 编辑 icon.

  3. In the pop-up window, modify the campaign parameters. For more information about the parameters, see Create Marketing Campaign.

  4. Click Confirm to save the changes.

Grant permissions for a sub-campaign

You can grant usage or management permissions for a sub-campaign to other users:

  • Usage permission: Allows users to view and use the sub-campaign, and configure associated audiences and marketing tasks.

  • Management permission: Allows users to edit and remove the sub-campaign. This permission includes all usage permissions.

Note

After you grant usage or management permissions for a sub-campaign, the authorized user can view the corresponding main campaign.

The procedure for granting management and usage permissions is similar:

  1. Click the 22 icon to open the campaign list.

  2. Click the 授权 icon.

  3. In the pop-up window, select Management Permission or Usage Permission.

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  4. The current sub-campaign is selected by default. You can also select other sub-campaigns, or select all sub-campaigns.

  5. Select an Authorization Method. You can grant permissions By User or By User Group.

    The accounts that have permissions for the selected sub-campaigns and their permission expiration dates are displayed below.

    Note

    If you select multiple sub-campaigns, the system shows the accounts that have permissions for all of them. An empty expiration date means the permissions for the sub-campaigns expire on different dates. To see a specific expiration date, you can view the details for each sub-campaign.

  6. Revoke permission: Click Remove next to an account to revoke its permission. The change takes effect immediately.

  7. Grant permission: Select one or more accounts, set an expiration date, and then click Confirm.

Remove a campaign

You can remove campaigns that you no longer need.

Note
  • If you remove a main campaign, its sub-campaigns are retained and become independent sub-campaigns.

  • If you remove a sub-campaign, the audience and marketing tasks associated with it are retained.

  1. Click the 22 icon to open the campaign list.

  2. Click the 删除 icon.

  3. The activity is deleted upon confirmation.