Published at: 2026-10-12
Campaign business process overview
Understand how a campaign moves from plan to Expense Write-off.
Business value
Campaign Management connects plans, applications, agreements, evidence, audits, and write-offs in a flexibly configurable process that supports different levels of campaign management.
Main process
The default sequence is:
Campaign Plan → Campaign Application → Campaign Agreement → Promo Proof → Campaign Audit → Store Expense Write-off → Store Expense Disbursement → Dealer Expense Write-off
Campaign Plan is the starting node, and Campaign Application is required. The campaign type determines whether later nodes must be executed. The write-off stage can include Store Expense Write-off, Store Expense Disbursement, and Dealer Expense Write-off.
Node descriptions
| Node | Owner | What it does | Required? |
|---|---|---|---|
| Campaign Plan | Activity owner | Defines the plan period, amount, dealer scope, and product scope | Used when needed as the starting node |
| Campaign Application | Activity owner | Starts one campaign for a dealer and specifies stores, item scope, and requested expenses | Yes; included in every campaign process |
| Campaign Agreement | Sales representative | Signs the execution terms with a store and defines agreement items, quantities, and expenses | Agreement-based / detailed display campaigns only |
| Promo Proof | Sales representative | Reports store execution | Included in standard and more detailed execution campaigns |
| Campaign Audit | Auditor | Evaluates whether evidence is qualified | When configured in the campaign type |
| Store Expense Write-off | Finance owner | writes off by store, campaign application, and month | When configured in the campaign type |
| Store Expense Disbursement | Finance owner | Pays store expenses that meet execution requirements through a sales order | When configured in the campaign type |
| Dealer Expense Write-off | Activity owner starts it; finance owner approves it | Starts, approves, and posts a dealer write-off | When configured in the campaign type |
Preset campaign scenarios and paths
| Scenario | Common path |
|---|---|
| Display / distribution minimal | Campaign Application → Expense Write-off |
| Display / distribution standard | Campaign Application → Evidence → Audit → Expense Write-off |
| Display / distribution detailed | Campaign Application → Agreement → Evidence → Audit → Expense Write-off |
| Tasting standard | Campaign Application → Evidence → Expense Write-off |
| Tasting detailed | Campaign Application → Evidence → Audit → Expense Write-off |
| Livestream / e-commerce minimal | Campaign Application → Expense Write-off |
| Channel promotion minimal | Campaign Application only |
| Channel promotion standard | Campaign Plan → Campaign Application |
| Custom default | Application → Agreement → Evidence → Audit → Expense Write-off |
Entry points
| Task | Web entry | Mobile entry |
|---|---|---|
| Campaign Plan | Campaign app > Campaign Management > Campaign Plans | Workstation home page |
| Campaign Application | Campaign app > Campaign Management > Campaign Applications | Workstation home page |
| Campaign Agreement | Campaign app > Campaign Management > Campaign Agreements | Workstation home page |
| Promo Proof | Campaign app > Campaign Management > Promo Proof | Workstation home page > Promo Proof scenario |
| Campaign Audit | Campaign app > Campaign Management > Campaign Audits | Workstation home page > Campaign Audit scenario |
| Store Expense Write-off | Campaign app > Campaign Management > Store Expense Write-offs | Not available |
| Store Expense Disbursement | CRM > Sales Orders | CRM Sales Orders or field sales action |
| Dealer Expense Write-off | Campaign Audit list > Request Write-off, or create from Expense Write-offs | Workstation home page |