Published at: 2026-10-12
Create a campaign plan
Record a campaign pre-plan in the system as the basis for later applications.
Overview
A campaign plan is used to plan campaign content and expenses in advance. A later campaign application can be submitted from the plan, but it must meet the plan’s scope conditions.
Before you start
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You can open the Campaign app.
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A usable campaign type that includes Campaign Plan exists.
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The dealers covered by the plan and the products that can participate are ready.
Procedure
Create a campaign plan
- Go to Campaign > Campaign Management > Campaign Plans. On mobile, open it from the Workstation home page.
- Click New and select a campaign type.
- Enter the plan details.
- Set the participation scope.
- Click Save.
View plan details
- Open the target plan from the campaign plan list.
- Review the plan details.
Edit a campaign plan
- Open Edit from the campaign plan list or details page.
- Modify the fields that can be changed.
- Save.
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A campaign plan can be edited before it is executed. It cannot be edited after execution starts.
Expected result
- The new record appears in the campaign plan list.
- The plan details page shows the plan information.