Version: English

WeCom Employee Marketing Assistant

WeCom employee marketing tool (hereinafter referred to as employee marketing tool) is a plug-in developed by DM Hub based on WeCom's the ecological open ability, tapping the marketing contact ability of employees and empowering employees.

Note: WeCom employee marketing tool is a paid function, if you want to use this function, please contact your Convertlab account manager to apply for an opening, please indicate the launch of "WeCom internal application version".

1. Features Overview#

The complete DM Hub employee marketing tool features include the employee marketing tool plug-in (DM Hub background) and the marketing assistant application (the application in WeCom APP).

The features that an enterprise administrator or business principal can use within the DM Hub employee Marketing tool plug-in are as follows:

Organize employee management: Synchronize WeCom address book data to DM Hub, including department relations and employee contact information, for participation control of promotion activities. View the external contact added by the employee through WeCom and create the external contact as the customer in DM Hub.
Customer contact: Uniformly configure the welcome words, mass sending to customers, or messages sent to customer groups for adding external contacts by employees.
Customers can be screened through customer tags, and the task of a mass message can be pushed to employees automatically. Employees open a task card in WeCom's APP to confirm sending, and messages will be sent to customers under the selected tag in the form of personal conversations between employees and customers.
Employees can be screened through the organizational structure, and the mass sending to customer's task is pushed to the employees of the selected department. In WeCom's APP, the employee opens the task card and selects the customer group sent in the group (the group chat in which the employee has the permission of the group administrator) to confirm and send, and the message will be sent to the selected group chat.
Customer group management: Check the details of the WeCom customer group and the group managed by employees.
Text card messages: Create text card messages and use text card messages to send notifications to employees during promotional activities or DM Hub workflows.
Event management: Create WeCom employee promotion activities, which can popularize Wechat official accounts, WeChat-pages, games, external links, set promotion results and standard messages, participation rights, etc.
Support the allocation of rights and interests to motivate customers to participate in activities or to motivate external staff (KOC) to participate in a promotion.
Settings: Initialization settings for plug-in applications.

The features that employees can use in WeCom's APP applications are as follows:

Promotion activities: View and participate in promotional activities that you have the authority to participate in, and promote the activities to external contact customers or external employee customers (KOC).
My activities: Check the participation and collection of promotional activities, the results of promotional activities.
Customer management: View the external contact customers added by WeCom, view customer basic information, customer events, and order information, add or remove customer tags for management, and set customers as external employees.

2. Access Guide#

To connect employees through the external contacts added by WeCom and Wechat official account fans connected to DM Hub, before using DM Hub employee marketing tools, ask the administrator to go to the backstage of WeCom management, enter the 【Customer Contact】 menu, click the 【API】 button, and bind WeChat official account at 【WeChat Developer ID】. Please make sure that the official WeChat account and the WeChat official account connected to DM Hub are bound under the same WeChat open platform account on the Wechat open platform.

After binding the official account, you need to install the plug-in in DM Hub and initialize it in the WeCom background as follows:

2.1 Install the DM Hub employee Marketing tool plug-in#

After contact Convertlab account Manager to activate the WeCom employee Marketing tool feature, find the 【Employee Marketing Tool】 plug-in on the DM Hub 【Marketing Application-Application Market】 page and click 【Install】.

After installation, you can view the employee marketing tool plug-in on the DM Hub 【Marketing Apps-installed List】 page, then click to enter the plug-in.

2.2 Application Settings#

Initialization settings are required before using the employee Marketing tool plug-in feature, including 【Application Settings】【Feature Settings】【Business Settings】.

Click 【Settings - Application Settings】 in the DM Hub employee marketing plug-in, and configure applications according to the following instructions on the page:

2.2.1 Create a "Marketing Assistant" application#

The WeCom administrator goes to the WeCom management background, to the 【Application Management】 menu, and under 【Self-built】, click 【Create Application】.

The self-built application settings are as follows:

Logo: It can be customized for upload. It is recommended to upload logo images of Convertlab for identification and search.
Application name: It can be customized, it is recommended to fill in "Marketing Assistant" to identify and find.
Application description: It is not required.
Visible scope: Click to select visible departments and members.

2.2.2 Configure the "Marketing Assistant" application in DM Hub#

Under the DM Hub employee Marketing tool plug-in 【Settings-Application Settings-Fill in Application Information】, fill in CorpId, AgentId, and Secret in turn:

CorpId: Each enterprise has a unique corpid. At the bottom of the 【My Enterprise-Enterprise Information】 page at the WeCom management background, you can view the enterprise ID，then copy and paste here (administrator permission is required).

AgentId: Each application has a unique agentid. Open the "Marketing Assistant" application in the background of WeCom's management, then copy and paste the AgentId of the application here.
Secret: Open the "Marketing Assistant" application in the background of WeCom's management, then copy and paste the Secret of the application here.

After filling in, click "【Save Configuration】 and then proceed to the next step of setting.

2.2.3 Set API reception in WeCom background#

Open the self-built "Marketing Assistant" application on the 【Application Management】page of WeCom Management background, click【Set API Reception】 in 【Receive Messages】 under 【Features】.

Copy the relevant configuration information from DM Hub and paste it into the received message server configuration:

URL: Copy and paste the URL here, which under the DM Hub employee marketing tool plug-in 【Apply Settings-Set Application Callback Address 】.
Token: Copy and paste the Token here, which under the DM Hub employee marketing tool plug-in 【Apply Settings-Set Application Callback Address】.
EncodingAESKey: Copy and paste the EncodingAESKey here, which under the DM Hub employee marketing tool plug-in 【Apply Settings-Set Application Callback Addres】.

Select the message event type to be received: you must check 【Normal messages sent by users】 and 【External contact change callback】. Other message event types are optional. It is recommended to check all event types.

2.2.4 Set up the application home page in the background of WeCom#

On the "Marketing Assistant" application page of WeCom's management background, click 【Set Application Home Page】 in 【Workbench Application Home Page】 under 【Features】.

Copy and paste the home page address here, which under the DM Hub employee Marketing tool plug-in 【Apply Settings-Configure Application Properties】.

2.2.5 Set up a trusted domain name in the background of WeCom#

On the "Marketing Assistant" application page of WeCom's management background, click 【Set trusted Domain name】 in 【Web Authorization and JS-SDK】 under 【Features】.

Copy and paste the trusted domain name here, which under the DM Hub employee marketing tool plug-in 【Application Settings-Configure Application Properties】.

Click to apply for a verification domain name, and send the original verification file (do not change the file name or content) to DM hub online customer service or project docking personnel, and ask them to contact the operation and maintenance personnel to configure the verification file to the root directory of the trusted domain name. After configuration, click 【OK】.

Click 【Save Configuration】 to complete the application settings.

2.3 Feature Settings#

Click 【Settings-Feature Settings】 in the DM Hub employee marketing plug-in, and set the following functional APIs in turn according to the page guidelines:

2.3.1 Set up address book synchronization#

To synchronize the data of department organizations and employees in WeCom to DM Hub employee marketing tools, to control the rights of employees to participate in promotion activities, as well as feature operations and data collection related to employees, it is necessary to set up the address book interface feature.

The WeCom administrator goes to the WeCom management background, to the 【Management Tools】 menu, and opens 【Address Book Synchronization】.

Setting as follows:

Rights: Click Edit and select API read-only address Book.

Secret: Paste Secret to the Secret under the DM Hub employee Marketing tool plug-in 【Feature Settings-Address Book Management】.

Set up the accept event server: Paste the configuration information of the accept message server here in return, which under the DM Hub employee marketing tool plug-in 【Features Settings-Address Book Management】.

2.3.2 Set up customer contact#

To enable employees to add WeChat of external contacts (customers) as friends, communicate with customers through WeChat single chat, and group chat, view and manage WeChat customers added by employees, and reassign customers of separating employees, customer contact interface function needs to be set up.

WeCom administrator goes to WeCom management background, enters the 【Customer Contact】 menu, and clicks 【API】. The settings are as follows:

Secret: Paste the Secret to the Secret under the DM Hub employee Marketing tool plug-in 【Feature Settings-External contact Management】.

Set up the receiving event server: Paste the configuration information of the receiving message server here in turn, which under the DM Hub employee marketing tool plug-in 【Feature Settings-External contact Management】.

Click 【Permission Configuration】 on the left side of the 【Customer Contact】 menu to modify the scope of use of the customer contact feature.

2.3.3 Set up session content archiving#

To meet the quality of customer service managed by enterprises, WeCom provides the customer service session content archiving function of employees (which needs to be activated at WeCom background). DM Hub provides employee customer service session violation analysis, etc. You need to set the session content archiving API function.

The WeCom administrator goes to the WeCom management background, to the 【Management Tools】 menu, and opens 【Session content Archiving】.

Paste the message encrypted public key version, private key, and Secret of the session content archive into the text box under 【Feature Settings-Session Archiving】 of the DM Hub employee Marketing tool plug-in.

Click 【Save Settings】to complete the feature settings.

2.4 Business Settings#

Once the application settings and feature settings are configured, you can start using the DM Hub employee marketing plug-in.

You also need to make 【Business Settings】 when using some business features (it is recommended that you set them at the same time as initialization or later).

Click 【Settings-Business Settings】 in the DM Hub employee marketing plug-in to make the following settings:

2.4.1 Label group settings for promoters to label customers#

Employees can view external contacts (customers) brought through promotional activities and tag customers in WeCom APP's marketing assistant application.

Select a tag group at 【Business Settings-Promoters to tag customers】 (that is the tag group under DM Hub 【Customer-Customer tag】), and employees can only tag customers within this group.

After selecting a label group and clicking 【Save Settings】, the modification grouping is no longer supported. You can modify, add and delete tags in the label group.

In the 4.2 【Customer Contact-Mass sending to Customers 】feature, you can filter customers of mass messages through tags. You can also select the tag group which was set here.

2.4.2 Session Archiving sensitive word Settings#

After paid to activate the session content archiving function in the WeCom background, you can set sensitive words to monitor and analyze employees' customer conversation service.

Click 【Sensitive words】 at 【Business Settings-Session Archiving Settings】.

Click 【New】at the top right to add sensitive words. You can manually enter or batch-import sensitive words. The applicable object can be selected by employees or customers.

2.4.3 Rights and interests system docking configuration#

When setting up performance incentives for promotion activities, support the allocation of rights and interests to encourage customers to participate in activities or motivate external employees, you can use the existing rights and interests in the DM Hub 【Marketing Application-Rights Code】 module, and it also support the docking of the enterprise's rights and interests system.

If the enterprise wants to use its equity system for equity incentive distribution, this setting should be made before using the 【Activity Management】 module of the employee marketing tool plug-in.

Make the following settings in 【Business Settings-Rights and interests System Docking Configuration】:

The setting here is similar to the Webhook setting in system integration in DM Hub. If the business staff is not clear, you can consult the enterprise IT or operation and maintenance staff.

Authentication methods: Four authentication methods are supported: a secret key, basic authentication, OAuth2, and no authentication. The first three methods need to set the corresponding secret key, an account password, etc.
Get the equity list address: That is the address where DM Hub obtains the equity list from the enterprise-owned equity system.
Address for rights distribution and acceptance: That is the address where DM Hub pushes the data of customers or external employees who have gained interests in the promotion activities to the enterprise rights and interests system.
Message body: The message body of push rights and interests. The message body format is fixed and cannot be edited by default. The first line is rewardId, and the second line will be filled in according to the identity variable set below automatically.
Recipient identity variable: The data object supports the insertion of rights recipient (customer) attributes and identity. after setting, the second row of the message body is updated to the set variable.

Click 【Save Settings】to complete the setting.

3. Organize staff management#

Open the DM Hub employee marketing plug-in, enter the 【Organization Employee Management】 menu, and click 【Synchronize Address Book Data】 at the top right of the list to synchronize WeCom's background address book to DM Hub, including employee information and organizational structure.

You can view synchronized employee information (name, mobile phone number, organization), status (activated, inactive, quit the enterprise, etc.), creation method, and external contacts in the list.

The synchronized organizational structure can be viewed on the left side of the page, and the list of external contacts added by the employee can be viewed by clicking on the number of external contacts corresponding to the employee.

The external contacts added by WeCom will match the existing customers in DM Hub through the official account unionid of WeChat bound by WeCom. If they match the existing customers, they will add a WeCom identity to the matching customers. If there is no matching customer, a new customer will be created in the system by "WeCom external contact Import" with the customer identity of WeCom and WeChat unionid automatically.

Click on the name of the external contact to go to the details page of the customer corresponding to that external contact in DM Hub.

In 【WeCom app- Marketing Assistant Application-Customer Management】, employees can view their external contact customer details, including customer attributes, customer events, and orders.

Employees can modify the customer's tag on the mobile side (only the label group tags set in the business settings) and set the customer as an external employee.

You can view the event records related to an employee's employee marketing tool on the 【Timeline】. You can set the time range, filter the event type, and view the data of related events in the corresponding period.

4. Customer Contact#

In DM Hub 【Employee Marketing plug-in - Customer Contact】, enterprise administrators or business leaders can uniformly configure the welcome words for employees to add external contacts and mass messages by employees to customers or customer group chat.

4.1 Welcome Words#

The enterprise administrator or business head configures the welcome message content to be assigned to all or some of the employees. When the employee adds an external contact (customer) through WeCom, the configured personalized welcome content will be sent automatically.

Click 【New】 on the 【Welcome】 page to enter the new welcome page.

The welcome words are configured as follows:

Assign employee: You can choose to send all or select an employee from the drop-down box.
Text message: The first welcome message sent by the group to the customer, which supports entering text and inserting employee attribute variables.

Media message: This is optional, the second welcome message to the customer, support to send pictures, web pages, and Mini Program.
i. Send picture: Click upload pictures.
ii. Send a web page: Enter a link to the page, title, summary, and cover.
iii. Send Mini Program: Select Mini Program from the box below, enter Mini Program path, title, cover image.

If mini Program cannot be selected in the drop-down box below, please confirm whether Mini Program has been connected to DM Hub.

Click 【Save configuration】, you can view the welcome words that have been created in the welcome list, and you can modify and delete them.

4.2 Send customers in groups#

The enterprise administrator or the person in charge of the business has configured the content of the group message. All or some of the employees receive the task notification in WeCom's app, and the message will be sent to the customer after the employee is confirmed.

The same enterprise can only send four messages for one customer/customer group per natural month, and customers who exceed the receiving limit will no longer be able to receive mass messages. The same customer may be an external contact of multiple employees, and if multiple employees send custom messages to customers in groups, they will occupy the quota of receiving messages four times a month.

Click 【New】 on the 【Mass Message to Customers】 page to enter the new mass message page.

The configuration of the mass message is as follows:

Target customers: You can choose to send all customers or filter customers by criteria.
Filter criteria: Select a customer tag from the drop-down box and the message will be sent in groups to the external contact customer who contains the tag. The customer tag can be selected from the tag group in 【Settings-Business Settings】.
Group content: The content of the first message sent to the customer in a group, which supports the input of text and the insertion of employee attribute variables.
Media message: This is optional, the content of the second message sent to customers in a group, supports sending pictures, web pages, and a Mini Program.
i. Send picture: Click upload pictures.
ii. Send a web page: Enter a link to the page, title, summary, and cover.
iii. Send Mini Program: Select mini Program from the box below, enter mini Program path, title, cover image.

Click 【Send】, You can view the content, delivery status, and delivery time of the created mass messages in the list of customer group mass messages. Click on the content of the message to view the specific data of the mass message.

During the WeCom app - Customer Contact Session, employees will receive a "corporate message to be sent" task reminder, open the task card, click send, and the mass message will be sent to qualified customers.

4.3 Mass messages to customer groups#

The enterprise administrator or the person in charge of the business has configured the content of the mass message, all or some of the employees will receive the task notification in WeCom's app. After the employee confirmation is sent, the message will be sent to the group chat where the employee is the group administrator (WeCom).

The same enterprise can only send 4 messages for one customer/customer base per natural month, and customers who exceed the receiving limit will no longer be able to receive mass messages.

Click 【New】 on the 【Mass sending to Customers】 page to enter the new mass message page.

The configuration of the mass message is as follows:

Target customers: You can choose to send all customers or filter customers by criteria.
Filter criteria: Select an organizational department from the drop-down box, and the message will be sent to the group chat owned by the organization's employees (WeCom).
Group content: The content of the first message sent to the customer in a group, which supports the input of text and the insertion of employee attribute variables.
Media message: This is optional, the content of the second message sent to customers in a group, supports sending pictures, web pages, and a Mini Program.
i. Send picture: Click upload pictures.
ii. Send a web page: Enter a link to the page, title, summary, and cover.
iii. Send Mini Program: Select mini Program from the box below, enter mini Program path, title, cover image.

5. Customer Group Management#

In DM Hub【Employee Marketing plug-in - Customer Group Management】, You can view the (WeCom) customer group managed by employees, including group name, group owner (group administrator), group number, number of people joining and quitting the group on the same day, etc.

Click the 【Tagging】 button under the operation bar to tag the customer group for identification and management. The label here is only used to mark the customer group, not on the customer.

Click the 【Detail】 button under the operation bar to enter the customer details page. In the list of group members, you can view the member type, membership method, membership time, etc.

Member type: Includes (1) enterprise members and (2) external contacts.
The ways of joining the group include: (1) inviting members to join the group (directly inviting them to join the group), (2) inviting members to join the group (joining the group through inviting links), (3) joining the group by scanning the QR code of the group.
View details: Click to enter the employee or customer details page. If the member is neither an employee nor a customer, click "View details" without data.

The customer group members' type only distinguishes between enterprise employees and external contacts. External contacts can be existing customers of the enterprise (including customers whose employees already have the identity of Wechat unionid in the DM Hub through the external contacts added by WeCom), or they may not be customers of the enterprise.

6. Text card message#

6.1 New text card message#

Click 【New】 on the 【Text Card Message】 page.

The settings for the new card message are as follows:

Title: Text card message title, within 128 characters.
Description: Text card message content, supporting the customer attribute variables inserted, within 512 characters.
Tags: Select or manually enter tags to identify and manage text card messages. The tags here are only used to mark text card messages, not on the customer, and have nothing to do with the customer tag in DM Hub.
Link type: You can choose a custom link or promotion details page. After setting up, click 【Details】 at the bottom of this card message to jump to the link page or promotion details page.
- Select custom link: Fill in the jump link address, if you do not fill in, it will default jump to WeCom plug-in home page.
- Select the promotion details page: Do not need to fill in the jump link, create a promotion in the employee marketing tool, select the text card message when setting the performance reminder, and the jump details are associated with the promotion details page automatically.
Link name: Text card message at the bottom of the jump prompt text, the default is 【Details】, you can customize the name in four texts.

Click 【Save】 after setting up, and you can view the created text card message on the text card message list page.

6.2 Application of text card messages#

Messages can be sent to employees through text card messages in either the DM Hub 【Employee Marketing plug-in】 promotion settings or the DM Hub automated process.

6.2.1 Send a text card message through a workflow#

When customers have customer events, attribute changes, phase changes, and other changes outside the WeCom ecosystem, they can send text card messages to inform employees through the workflow.

Add 【Send WeCom Card Message】 component to the workflow, when customers enter the workflow to trigger the text card message action, the enterprise employees associated with the customer will receive the text card message sent by the marketing application in WeCom.

Note: Customers who enter the process node will trigger the node action and proceed to the next step if they are not associated with any employees, but no enterprise employees will receive a text card message.

Examples of scenarios are as follows:

When a customer submits the DM Hub form, the workflow will send a text card message to the employee. The start condition of the workflow is to submit the WeChat-page form, and after entering the process, the action of sending the WeCom card message is completed. Three customers submitted forms to enter the process, of which:

Customer A is the WeCom contact customer of the employee. If you reach the text card message action to proceed to the next step, the associated employee will receive a text message.
Customer C is not the WeCom contact customer of the employee. Reach the text card message action to proceed to the next step. No employee will receive the text card message.

Note: When using a text card message in a workflow, no employee will receive the text card message because the customer identity is not merged.

Examples of scenarios are as follows:

The employee Tree adds the external contact Joy as the customer through WeCom, and automatically creates the customer Joy, in DM Hub whose customer identity is WeCom identity and Wechat unionid identity; the employee Tree sends the WeChat-page form to the customer Joy, after Joy receiving the message in WeChat and filling out the form, a new customer J is created in the system (the customer is created by submitting the form, and the customer identity is WeChat OpenID). Customer J touches the text card message action to proceed to the next step, and the employees associated with the customer Joy will not receive the text card message.

6.2.2 Apply the message under the text card when setting the promotion score reminder#

See activity management below.

7. Activity Management#

In DM Hub [Employee Marketing plug-in-activity Management], enterprise administrators or business leaders can create promotion activity tasks, and employees can view and spread the activities in WeCom's APP application to attract customers to browse and visit, follow official accounts, submit forms, and buy products, to achieve the goal of rapid powder absorption, content promotion, and customer expansion.

Compared with the activities in the DM Hub full staff promotion, the activities in the employee marketing plug-in support the allocation of benefits to motivate customers to participate in the event or to motivate KOC (external employees) to participate in the promotion to bring more customers.

7.1 Create Activity#

Click 【New】 at the top right of the 【Activity Management】 page to enter the new event page.

To create a promotion activity, it is necessary to set up the basic information of the activity, the content, and form of the activity propagation, the achievement and motivation, and the participation permission in the activity.

Basic event information

Bind official account: Select the official account that has been connected to DM Hub from the drop-down box. When customers open the promotional content of the event, they will obtain the customer's OpenID under this official account through authorization.
Source setting: This is not required. You can set active source parameters.
Title: The title of the activity in the system, and it is also the name of the activity when the employee views the activity in WeCom's internal application, for the customer is not visible.
Description: You can fill in the activity description or reward, etc. The employee can view the summary of the activity in WeCom's internal application, for the customer is not visible.
Label: This is not required, enter the label manually to identify and manage promotional activities. The tags here are only used to mark promotional activities, not on customers, and have nothing to do with the customer tags in DM Hub.
Cover image: Sets the active cover image.
Start and ending time: Set the start and ending time of the activity.

Activity Propogation

Promotion content: It supports the choice of promotion games, WeChat official account, WeChat-pages, external links.
- Promotion games: It supports the promotion of external games or WeChat-pages with raffle activities in DM Hub; enter the URL in the text box, promotion raffle WeChat-pages of the game page also need to copy and paste the WeChat-pages' URL into the input box!
- Promotion official account: Select the official account that has been connected to DM Hub from the drop-down box.
- Promote WeChat-pages: Select published WeChat-pages from the drop-down box.
- Promote external links: Fill in the external page link address in the text box.
Manual communication: Poster, text + link, and H5, those three forms are supported.
- Poster: Click to upload the event poster to adjust the size and position of the activity QR code; you can choose whether the poster displays the promoter's name (adjustable position and font style), head portrait (adjustable position), and mobile number (adjustable position and font style). When spreading through the poster, the QR code on the poster will be replaced with the exclusive activity to promote the QR code automatically.
- Text + link: Enter the promotion language in the text box; through the text + link, you can copy the promotion language + exclusive interactive promotion link and send it to the customer. When the promotion content is on the official account, this form of communication is not supported.
- H5: Propagation in the form of H5 is supported and selected by default only if the promotional content is WeChat-page. When propagating through H5, the promoted WeChat-page can be sent directly to the customer.

Achievement and Motivation

Achievement standard-setting: Set the achievement standard condition, select the customer event from the drop-down box, and set the number of times, when the customer meets the set conditions, record as a valid promotion score. If you visit the WeChat-page 2 times, it's when the customer visits the WeChat-page 2 times, it will be recorded as 1 effective promotion achievement.

The optional events for achievement setting are related to the promotion content. The achievement events corresponding to different promotion content are shown in the following table:

Propagate content	Achievement events
Official account	Scan the official account of WeChat and follows the official account
WeChat-page	Visit the WeChat-page, submit the order (the WeChat-page needs to include the form module), and buy goods and services (the WeChat-page needs to include the goods and payment module)

Game|All customers customized events, participate in the lucky draw (when the promotion game is DM Hub raffle WeChat-page), win the prize (when the promotion game is DM Hub raffle WeChat-page)|

External links| All customer customized events|

Message reminder service: Set to send text card messages to promoters when promotion results reach a certain target; multiple message rules can be added to each promotion activity.

The message reminder rule can be executed multiple cycles (when the promotion performance reaches a multiple of the set target, a message will be sent to the promoter) and a single cycle (only when the promotion performance reaches the set target for the first time, the message will not be sent again).

If it is set to send a message at a single time when the score reaches 2, a message will be sent to the promoter only when the score reaches 2; if the message is sent in multiple cycles, then when the score of the promoter reaches 2, 4, 6, 8, that is, a multiple of 2, messages will be sent to the promoters.

Rights and interests support: Support the allocation of rights and interests to encourage customers to participate in activities or encourage external staff (KOC) to participate in promotion to bring more customers; after the rights and interests support rules are set, the system will send the rights and interests code to the corresponding customers or external employees through SMS. If there is no equity incentive, there is no need to fill in.
- Customer rights and interests: Select the customer events that trigger the incentives (optional events are consistent with the achievement standard-setting, all related to the promotion content), select the equity code (the optional rights and interests are the rights and interests in DM Hub 【Marketing Application-Rights Code】 or distribute the rights and interests through the docking rights and interests system), and set the number of times to receive incentives.
- External employee rights and interests: Select the performance indicators that trigger external employee incentives, select the equity code (optional rights and interests are those in DM Hub【Marketing Application-Rights Code】 or distribute rights through the docking rights system), and multiple external employee rights rules can be added to each promotion activity.

Participation permissions

Set participation rights: You can choose to be fully open or partially participate.
Set the scope of visibility: Selecting "partial participation" requires the selection of one or more departments from the organizational structure, and the activity is limited to members of those organizations.

After setting up the basic information of the activity, the content and form of the activity communication, the achievement and motivation, and the permission to participate click 【Release】 to return to the activity list to view the activity.

7.2 Activity List#

On the activity list page, you can view the created activities, including the name of the activity, the start and end time of the activity, the creator, the status of the activity, etc.

Click the 【Notification】 button under the action bar to select a card message to notify employees with permission to pay attention to ongoing activities.

Click the 【Edit】 button under the action bar to modify unstarted activities.

Click the 【End】 button under the action bar to end the ongoing activities ahead of time.

Click the 【Set Rotation】 button under the operation bar, and the activity will be displayed in the banner column of the promotional activities page applied in WeCom.

For activities that have been set up for rotation, you can click the button to cancel the show.

Click the 【Delete】 button under the action bar, and the activity will be deleted.

7.3 Participate in promotional activities#

Employees can view and participate in promotional activities in WeCom's marketing assistant application.

You can view all the activities with participation permission in the 【Promotion Activities】 list, and click to enter the details of the event.

Forward: Click forward to forward the activity to external employees.
Promotion: Click on the promotion to view the promotion forms supported by the activity (poster, H5, text + short chain), each of which can be promoted.
Activity results: Click to view the details of the activity results.

If the activity sets a score message reminder, when the promotion score reaches the standard, you will receive a card message sent by the application.

You can view the activities you participate in and collect in 【My Activities】.

7.4 Activities details#

Click the activity name on the activity list page to enter the activity details page.

You can view the basic information, dissemination, performance incentives, and so on in 【Basic Information】 on the event details page.

You can view the data statistics, trend chart, and promotion results of the participating activities in 【Statistics】 on the activity details page.