Marketing Plan Center
📖 Best for: Marketing / brand / marketing lead teams — people who want AI-collaborated planning, drafting, approval, and post-mortem in one place
📖 Reading time: 4 minutes
📖 In one sentence: The marketing collaboration hub built into YingCore, covering the full lifecycle of plan drafting, collaborative editing, smart approval, performance attribution, and post-mortem review. Accessible from the top nav "营销方案 / Marketing Plan" (route
/plan-marketing) for all roles.
1. Capabilities
| Capability | Description |
|---|---|
| Template library | Built-in industry templates (festivals, product launches, private-domain acquisition, member activation) ready to apply or customize |
| Collaborative drafting | Multiple editors on the same plan with auto-save, visual diff comparison, and conflict prevention |
| Structured fields | Goals, audience, budget, channels, and KPIs stored as structured fields for easy cross-plan analytics |
| Approval workflow | Plans route through approval nodes based on budget and impact. Approvers get notifications in Workbench, Feishu, or WeCom |
| Performance tracking | Once live, plans can be bound to execution data, with conversion rate and ROI auto-attributed |
| AI-assisted generation | Pulls from the knowledge base and historical plans to suggest copy and budget allocation. In-editor, select any text to invoke AI rewrite / summarize / translate |
2. Typical Scenarios
- Double 11 campaign prep: Pull the e-commerce template and finalize the plan in three days.
- Private-domain acquisition: Reuse a previous campaign plan, tweak only budget and prize fields—60% faster.
- Cross-functional review: Plan goes through product / finance / legal tri-party approval, with every comment preserved.
- Post-mortem: After a campaign ends, the system auto-pulls conversion data and drafts a review report.
3. UI & Operations
Top Bar
- Title + 「Marketing Plan Settings」 button (jumps to
/cloud-productsto configure brand / product / plan).
Filters & List
- Filters: brand / product / year, three-dimensional filtering.
- Card info: brand logo, quarter tag (Q1/Q2…), status (executing with pulse animation / archived), title, AI description, creation date.
- Card actions: edit / view / delete (delete only available for non-executing plans, with secondary confirmation).
Editor
- Rich-text formatting (bold, italic, underline, font size, alignment, color). Title capped at 30 chars.
- 「Execution Status」 toggle controls whether the plan is in effect.
- Supports save / cancel / fullscreen toggle (ESC to exit).
AI Selection Assistant
Select text in the editor → 「Invoke AI」 button appears → configure in the right-side drawer:
| Config | Options |
|---|---|
| Intent | Rewrite / Summarize / Translate / Unify terminology / Suggest |
| Tone | Professional / Friendly / Concise / Inspiring |
| Adjustment strength | Light / Medium / Heavy |
| Target length | Shorter / Keep / Longer |
| Translate to | Chinese / English (only when intent is Translate) |
After generation, a selected text vs AI suggestion comparison preview pops up. You can 「Apply & Replace」, 「Copy」, or 「Close」.
4. How to Use
| Scenario | Steps |
|---|---|
| View a plan | Open the page → filter by brand / product / year → click 「View」 on a card |
| Edit a plan | Click 「Edit」 on a card → modify content (AI assistant available) → toggle 「Execution Status」 → save |
| Delete a plan | Only non-executing plans can be deleted. Click delete → secondary confirmation |
| Create a plan | Click top 「Marketing Plan Settings」 → jump to product config page → finish initialization → return to see the card |
5. Tips
- Only 「executing」 plans are counted as active marketing plans on the 「Overview」 dashboard and appear in the ROI board.
- The AI selection assistant depends on a chat model configured in 「Model Providers」. Without it, AI features are unavailable.
- Marketing plans link to brands and products. The data structure is maintained in 「Configuration Management」 and the product config page.