Published at: 2026-10-12
Campaign administrator quick setup
Complete a campaign type that frontline users can use in 30 minutes.
1. Learning objectives and end state
After completing this tutorial, you can:
- Open the Campaign app.
- Confirm that dealer and store master data is available.
- Create a campaign type for a scenario.
- Let activity owners launch campaigns with the type.
End state: A usable record appears in the campaign type list. Activity owners can select the type when creating a campaign plan or campaign application.
2. Prerequisites
- The enterprise has purchased TPM Campaign Management.
- Your account has the Campaign Administrator role.
- Dealer and store customers already exist in the enterprise.
- Store customers have an Affiliated Distributor value.
3. Step-by-step procedure
Step 1: Open the Campaign app
- On the web, open the Campaign app from the main navigation or More.
- Confirm that the Campaign home page opens.
Step 2: Grant the app license and administrator role
- Grant the Campaign app license to roles that need to use Campaign.
- Grant the Campaign Administrator role to the people who build the process.
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Creating and editing Campaign Plan, Campaign Application, Campaign Agreement, Promo Proof, Campaign Audit, Store Expense Write-off, and Expense Write-off are controlled by the app license.
Step 3: Confirm Account Master Data
- In Customers, maintain dealer customers and end-store/store customers by Record Type.
- Maintain Affiliated Distributor on end-store/store customers.
- If the enterprise uses a custom dealer Record Type, go to Activity Settings > General Settings and specify the Record Type that represents dealers and the field that represents the dealer affiliated with a store.
Step 4: Check expense items
- Go to Campaign app > Campaign Management > Expense Items.
- Confirm that preset items are available, such as shelf, endcap, hanging net, hanging strip, display pile, freezer, tasting, promoter, and advertising.
- Check the expense, billing method, and enabled status against enterprise standards.
Step 5: Create a campaign type for a scenario
- Go to Campaign > Activity Settings > Campaign Type Settings.
- Click New.
- Select a scenario, such as Display / Distribution. Confirm the process: Campaign Application → Campaign Agreement → Promo Proof → Campaign Audit → Expense Write-off.
- Save the campaign type.
4. Run and verify
- Find the saved record in the campaign type list.
- With an activity owner account, open Campaign Management > Campaign Applications.
- Click New, confirm that the campaign type is available, and create a campaign.