Published at: 2026-10-12

Submit a campaign application

Launch an executable marketing campaign.

Overview

Enterprises launch campaigns during holidays or designated periods. A campaign application carries the management process defined by the campaign type. After submission, complete execution and settlement through the configured nodes.

Before you start

❗
  • Object access: You can access Campaign Application and its source objects: Participating Campaign Items, Participating Campaign Stores, Participating Campaign Settlement Products, Campaign Products, Campaign Locations, and Campaign Materials.
  • Campaign type: The target campaign type is available and you are within its applicable scope.
  • Optional dependency: If the campaign type requires an associated Campaign Plan, complete the plan first.

Procedure

Create a campaign application

  1. Go to Campaign > Campaign Management > Campaign Applications. On mobile, open it from the Workstation home page.
  2. Click New.
  3. Select a campaign type.
  4. Enter the application details.
  5. Maintain the participation scope. For example, add Participating Campaign Items from Expense Items, and choose all, eligible, or specified customers for Participating Campaign Customers.
  6. As needed, maintain Campaign Products, Campaign Locations, Campaign Materials, and Participating Campaign Settlement Products.
  7. Save.
Campaign application list Campaign application creation entry Campaign application creation entry

View application details

  1. Open the campaign application details.
  2. Review the complete management process for the campaign type.
  3. Review execution status for each node.
Campaign application details and process

Edit a campaign application

  1. Open Edit for the application.
  2. Modify the content and save.
⚠️
A campaign application can be edited before execution. It cannot be edited after execution starts.

Expected result

  • The new record appears in the campaign application list.
  • The details page shows the complete process for the type.
  • Later nodes become available according to the type configuration.

Related topics

Submit Feedback
Previous
Create a campaign plan
Next
Sign a campaign agreement