Published at: 2026-10-12
TPM Campaign Management overview
Understand the closed loop from campaign planning to Expense Write-off.
Business value
Campaign Management puts campaign plans, campaign applications, campaign execution, and Expense Write-off into one configurable process. After the Campaign administrator builds campaign types for the enterprise, activity owners, sales representatives, auditors, and finance owners complete their tasks by node, reducing offline reconciliation and duplicate data entry.
Core concepts
| Concept | Definition | Related objects |
|---|---|---|
| Campaign node | A business step in campaign management, such as campaign application, Promo Proof, or campaign audit | Node-related object |
| Campaign type | An end-to-end campaign management template made up of multiple campaign nodes | – |
| Campaign plan | The starting node of campaign management. Defines the plan and expenses and serves as the basis for later applications | Campaign Plan |
| Campaign application | The node where users actually launch a campaign and apply for expenses | Campaign Application |
| Campaign execution | Signing an agreement, submitting evidence, and auditing evidence | Campaign Agreement, Promo Proof, Promo Proof Audit |
| Expense Write-off | Writing off prepaid expenses by store or dealer, with optional posting based on configuration | Store Expense Write-off, Expense Write-off |
How it works
The campaign type determines which nodes a campaign must go through. The default sequence is:
Campaign Application → Campaign Agreement → Promo Proof → Campaign Audit → Expense Write-off
- Campaign Application: The activity owner specifies dealers, stores, expenses, and the campaign period.
- Campaign Agreement: An agreement is signed with participating stores to define items, quantities, and expenses.
- Promo Proof: The sales representative visits the store and reports execution photos and quantities.
- Campaign Audit: The auditor evaluates execution results by full inspection or sampling.
- Expense Write-off: The finance owner starts write-off based on the write-off evidence. The expense takes effect after approval.
Campaign Application is the starting node and cannot be removed from the process. The campaign type determines whether the other nodes are used.
The same scenario can use different levels of detail:
- Display / distribution: Minimal uses Campaign Application + Expense Write-off; standard adds evidence and audit; detailed adds Campaign Agreement.
- Tasting: Standard uses Campaign Application + Evidence + Expense Write-off; detailed adds Audit.
- Livestream / e-commerce: Minimal uses Campaign Application + Expense Write-off.
- Channel promotion: Minimal uses Campaign Application only; standard uses Campaign Plan + Campaign Application.
- Custom: Includes Campaign Application, Campaign Agreement, Promo Proof, Campaign Audit, and Expense Write-off by default.
Therefore, the agreement, evidence, audit, store write-off, and store disbursement tasks in the user guide are not required for every campaign. Confirm which nodes the current campaign type contains before starting a task.
Applicable roles
| Role | Main work |
|---|---|
| Campaign administrator | Enable the app, configure nodes and campaign types, and maintain master data |
| Activity owner | Create campaign plans, submit campaign applications, and start dealer Expense Write-offs |
| Sales representative | Sign campaign agreements and submit Promo Proof |
| Auditor | Perform campaign audits |
| Finance owner | Write off store expenses, issue store expenses, and approve dealer Expense Write-offs |
Business scenario
A consumer goods company plans a display campaign. The Campaign administrator enables the preset Display Campaign type. The city manager submits a campaign application and specifies the dealers and stores. A sales representative submits evidence at the stores. After the auditor completes the audit, the finance owner writes off the dealer expenses based on the audit result.