在此页面上:了解活动是什么,并按照关键步骤创建一个活动,以便您可以发送简单的计划批量通信,如促销优惠、公告或策略更新。
关于操作营销活动 about
通过“操作营销活动”(或“计划营销活动”),可以针对营销用例(如促销产品建议、参与性营销活动、公告、法律声明或政策更新)进行简单的临时批量通信。
要查看操作营销活动计划,请使用统一的 日历 菜单。 了解如何使用日历。
➡️ 通过观看视频了解此功能
操作营销活动创建的关键步骤 steps
在开始营销活动之前,请检查此部分🔗中列出的以下先决条件。 在满足以下先决条件后,您就可以开始创建营销活动:
- 定义“操作”营销活动属性
- 配置营销活动操作
- 编辑操作营销活动内容
- 定义操作活动受众
- 计划操作营销活动。 (可选)使用批次🔗发送以在一段时间内批量传递消息。
- 查看并激活行动营销活动
操作说明视频 video
了解如何创建操作营销活动。
This section contains structured knowledge intended to support interpretation, retrieval, and question answering related to this topic.
For complete understanding, this information should be combined with the documentation on this page. Neither source is intended to stand alone; the page describes the feature, while this section provides additional context that helps disambiguate terminology, intent, applicability, and constraints.
- TL;DR: This page introduces Action campaigns (also called Scheduled campaigns) for simple ad-hoc batch communications and lists, in order, the six key steps to create one.
Intents:
- Understand what an Action campaign is and which use cases it covers
- Know the order of the steps to create an Action campaign
- Find the page for each creation step
- Find where to check the prerequisites before creating a campaign
- Know that sending using waves is an optional part of the scheduling step
Glossary:
- Action campaign (also called Scheduled campaign): Campaigns for simple ad-hoc batch communications for marketing use cases like promotional offers, engagement campaigns, announcements, legal notices, or policy updates (product-specific)
- Send using waves: Optional way to deliver the message in batches over time, offered in the scheduling step
Guardrails:
- Available channels vary based on your licensing model and add-ons.
Prerequisites and permissions:
- The prerequisites must be met before you start creating a campaign. They are listed in the Prerequisites section of the Get started with campaigns page.
Terminology:
- Canonical name: Action campaign — variants: Scheduled campaign
FAQ:
- Q: What are Action campaigns used for? — Action campaigns (or Scheduled campaigns) allow for simple ad-hoc batch communications for marketing use cases like promotional offers, engagement campaigns, announcements, legal notices, or policy updates.
- Q: What are the steps to create an Action campaign? — In order: define the Action campaign properties, configure the campaign action, edit the Action campaign content, define the Action campaign audience, schedule the Action campaign, then review and activate the Action campaign.
- Q: Can I deliver the message in batches? — Yes. When you schedule the Action campaign, you can optionally send using waves to deliver the message in batches over time.
- Q: Which channels are supported? — See the table in the “Channels in journeys & campaigns” section. Available channels vary based on your licensing model and add-ons.
- Q: Where do I check the prerequisites? — In the Prerequisites section of the Get started with campaigns page.
Related pages:
- Prerequisites before creating a campaign: Get started with campaigns (campaigns/get-started-with-campaigns.md#prerequisites)
- Supported channels: Channels in journeys & campaigns (channels/gs-channels.md#channels)
- Step 1, campaign properties: Define the Action campaign properties (campaigns/campaign-properties.md)
- Step 2, action: Configure the campaign action (campaigns/campaign-action.md)
- Step 3, content: Edit the Action campaign content (campaigns/campaign-content.md)
- Step 4, audience: Define the Action campaign audience (campaigns/campaign-audience.md)
- Step 5, schedule: Schedule the Action campaign (campaigns/campaign-schedule.md)
- Delivering in batches over time: send using waves (delivery/send-using-waves.md)
- Step 6, review and activation: Review & activate the Action campaign (campaigns/review-activate-campaign.md)
- Complete campaign creation workflow with type-specific guides: Get started with campaigns (campaigns/get-started-with-campaigns.md#workflow)
Personas:
- marketer: Can create Action campaigns for ad-hoc batch communications such as promotional offers, engagement campaigns, announcements, legal notices, or policy updates. Can follow six steps in order: define the campaign properties, configure the campaign action, edit the content, define the audience, schedule the campaign, then review and activate it. Can optionally send using waves during scheduling to deliver the message in batches over time. The page states that available channels vary based on licensing model and add-ons. Where: “Key steps for Action campaigns creation”.
Onboarding:
- Level: Beginner
- First minimal step: Define the Action campaign properties.
- Success check: The campaign reaches the final listed step, review and activate the Action campaign.
- Previous: Before creating a campaign, check the prerequisites: Get started with campaigns (campaigns/get-started-with-campaigns.md)
- Next: After defining the campaign properties, configure the campaign action: Configure the campaign action (campaigns/campaign-action.md)