Published at: 2026-10-12
Campaign owner quick start
Use an existing campaign type to create a campaign plan and submit a campaign application.
1. Learning objectives and end state
After completing this tutorial, you can:
- Open the Campaign app.
- Create a campaign plan by campaign type.
- Submit a campaign application.
End state: The new records appear in both the campaign plan and campaign application lists. The application details show the management process for the selected type.
2. Prerequisites
- You can open the Campaign app.
- A usable campaign type exists.
- The dealers and stores required for the campaign exist.
- The required expense items exist.
- If the campaign type contains a Campaign Plan node, create the plan before the application.
3. Step-by-step procedure
Step 1: Open the work entry
- Go to Campaign > Campaign Management > Campaign Plans.
Step 2: Create a campaign plan
- In the campaign plan list, click New.
- Select a campaign type.
- Enter the plan details, participating dealer scope, and product scope, then save.
Step 3: Submit a campaign application
- In the campaign application list, click New.
- Select a campaign type.
- Enter the application details, participating items, and store scope, then save.
4. Run and verify
- Find the new plan in the campaign plan list.
- Find the new application in the campaign application list.
- Open the application details and review the complete management process for the type.