Manage Marketing Campaigns

Campaign calendar

Go to Workspace > User Marketing > Marketing Management > Campaign Management. Click the icon to open the campaign calendar. The page displays campaigns in either a monthly or yearly view, as shown in the following figure.

Click Month or Year to switch between monthly and yearly views. Use the and icons in the upper-left corner to navigate between pages. Click Today to return to the current date.

• Calendar: Provides a daily view of main activities and independent sub-activities.

• Yearly view: Displays 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 time slot contains more than five main campaigns and independent sub-campaigns, not all items are displayed directly. The text ... more campaigns appears. Move your mouse over this text to view all items in a pop-up window.

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 pop-up window to go to the campaign details page. For more information about the campaign details page, see Campaign details.

Campaign list

Go to Workspace > User Marketing > Marketing Management > Campaign Management. Click the icon to open the campaign list. The page displays campaigns in a list, as shown in the following figure.

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

Campaign details

Associate sub-campaigns with audiences and marketing tasks

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

• When you create or edit an audience, associate the audience with a sub-campaign. For more information, see the Audience Management document.

• When you create or edit a marketing task (excluding WeChat Marketing, Douyin Marketing, and Kafka Push), associate the marketing task with a sub-campaign. For more information, see the User Marketing and Automated Marketing documents.

Edit activity

Procedure:

1. Click the icon to open the campaign list.

2. Click Edit for the campaign.

3. In the pop-up window, modify the campaign parameters. For a description of the parameters, see Create Marketing Campaign.

4. Click OK to save the changes.

Grant permissions for a sub-campaign

Administrators and campaign creators can grant usage or management permissions for a sub-campaign to other members:

• Usage permission: View and use the sub-campaign, and configure associated audiences and marketing tasks.

• Management permission: Edit and remove the sub-campaign, in addition to having usage permissions.

The procedure for granting management and usage permissions is similar:

1. Click the icon to open the campaign list.

2. Click Permission Settings for the sub-campaign.

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

   

4. The current sub-campaign is selected by default. You can also select other sub-campaigns. A select-all option is available.

5. Select an Authorization Method. You can authorize by Member or Member Group.

   The accounts that have been granted permissions for the selected sub-campaigns are displayed below, along with the permission validity period.

   Note

   If you select multiple sub-campaigns, the accounts that have been granted permissions for all selected sub-campaigns are displayed. If the validity period is empty, it means the validity periods for the sub-campaigns differ. Check the specific validity period for each sub-campaign.

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

7. Grant permissions: Select one or more accounts to grant permissions to, set a validity period, and then click OK.

Embed Quick BI reports

You can create reports in the Quick BI visual analytics platform using campaign-related data, and then embed them into the marketing campaign page for display and visual analysis of campaign performance. The reports also support automatic filtering to display data for the current marketing campaign.

Procedure:

1. A Quick Audience organization administrator configures Quick BI authorization. For more information, see Quick BI Authorization Configuration.

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

   1. A Quick BI administrator configures the embedding channel for embedding reports into Quick Audience.

   2. A Quick BI workspace member creates and saves the report.

      When creating the report, use the data synced from the marketing campaign to your ADB 3.0 analysis source.

   3. If you want Quick Audience to automatically filter and display data for the current marketing campaign, in addition to using the data synced from the campaign to ADB 3.0, you must also set the activity_id field in the data as a global parameterglobal parameter. The parameter name must be set to `activityid`, as shown in the following figure.

      

   4. Publish the report.

   5. Enable embedding for the report that you want to embed. For more information, see Enable Report Embedding.

   6. (Optional) In Quick BI, specify the workspace in Quick Audience where the report will be embedded. For more information, see Report Embedding Configuration.

3. A Quick Audience organization administrator grants permissions on the report with embedding enabled to the workspace. For more information, see Report Authorization.

   If you have already configured report embedding in Quick BI in the previous step, you can skip this step.

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

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

   2. In the upper-right corner, click Associate Dashboard.

   3. In the pop-up window, select a report and click OK, as shown in the following figure.

5. Administrators and members with a custom role that includes the `User Marketing > Marketing Management > Marketing Campaign > Campaign Dashboard` permission can go to the details page of any main campaign or sub-campaign. Click Data Analysis in the upper-right corner to open the analysis page, where the report loads.

   If the `activity_id` field from the data synced to ADB 3.0 was set as a global parameter for the report, the report automatically filters and displays data for the current marketing campaign. As shown in the following figure, only the ID of the current marketing campaign is displayed under "Campaign ID".

   

   You can use the report for data analysis. The specific operations depend on the type of dashboard and report. For more information, see the Quick BI User Guide.

Remove a campaign

You can remove campaigns that you no longer need.

1. Click the icon to open the campaign list.

2. Click Remove for the campaign.

3. Confirm the removal to complete the process.