---
schema_version: "1"
id: 8775ea268877c2c6a1730ea52a66f0b850c8f7bfbdab052dc3c7bf337005580e
title: Create a Marketing Tactic in Marketing Planning and Operations
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/mktg/264-0-0/mktg_pln_oper_tactics_create.md
canonical_url: https://help.salesforce.com/s/articleView?id=mktg.mktg_pln_oper_tactics_create.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 61ea7a131511c9fb80d37a5a48ad466ac989c1beca6d46767109560f22ca5863
description: Campaign and marketing managers create a tactic under a program or campaign to organize the content and channels that deliver the work. Build a tactic from scratch, or start from a template to reuse a proven setup.
products:
  - Marketing
release: "264"
---
# Create a Marketing Tactic in Marketing Planning and Operations

Campaign and marketing managers create a tactic under a program or campaign to organize the content and channels that deliver the work. Build a tactic from scratch, or start from a template to reuse a proven setup.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col style="width:100%"></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;"><a href="https://help.salesforce.com/s/articleView?id=mktg.mktg_pln_oper_setup_editions.htm&amp;release=264.0.0&amp;type=5" title="Marketing Planning and Operations requires specific Salesforce editions and licenses. Learn about the editions, licenses, and add-ons that provide access, including the add-on for planning agents.">View supported editions</a></td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
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            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="vertical-align:top;" id="d31334e67">User Permissions Needed</th>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d31334e67 ">To create and edit tactics:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d31334e67 ">
              <p><span>Marketing Planning and Operations</span> Leader permission set group</p>
              <p>OR</p>
              <p style="margin-bottom:0;"><span>Marketing Planning and Operations</span> Specialist permission set group</p>
            </td>

          </tr>
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A tactic connects to a source, either a marketing program or a campaign. When the source is a program, you set the tactic's business unit. If the source is a campaign, the tactic inherits the campaign's business unit. After you save a tactic's business unit, you can't change it.

1. Based on whether you're creating a tactic for a marketing program or for a campaign:
    - Marketing program: From the navigation menu of the Marketing Planning & Operations app, click **Marketing Tactics** | **New**.
    - Campaign: On the Tactics tab of a campaign's Planning & Operations area, click **New Tactic**.
2. Select whether you want to create the tactic from scratch or from a template, and click **Next**.
3. To create from scratch:
    1. Enter the primary details of the tactic, such as name, description, and type.
    2. If the tactic is part of a business unit, select it.
    3. If the tactic belongs to a marketing program or campaign, select the program or campaign as the source.
    4. Save the tactic.
4. To create from a template, search and select the template, and then click **Use Template**.