The Tactics page isn’t just for reviewing and analyzing tactics — you can also create new events directly from this page. This makes it easy to start planning an initiative without switching over to the Events view.
How to Create an Event from the Tactics Page
Go to the Tactics page from the main navigation.
Click the Create button and Select Event.
The Event sidebar will open, prompting you to fill in the required details:
Event Name
Start Date and End Date
Initiatives (if used/required by your organization’s admin)
Event Tags (if used/required by your organization’s admin)
Retail Customer (if enabled by your organization’s admin)
⚠️ Note: If Initiatives, Event Tags, or Retail Customers are required in your org settings, you will not be able to save the event until those fields are filled.
Complete any optional details such as description, objectives, or strategy if your org has custom fields set up.
Save Options
When you’re done entering information, you’ll see two save options at the bottom of the sidebar:
Save
Creates the event and keeps you on the Tactics page grid.
You can immediately begin adding tactics.
How the event appears depends on your current grouping mode:
Ungrouped View: The event name becomes available in the Event Name dropdown.
Group by Event View: The new event appears as a new grouping in the grid.
Save and Open Matrix
Creates the event and immediately opens the Planning Matrix feature.
The Planning Matrix is designed for complex events with many participating brands or multiple tactics.
This view makes it easier to assign tactics in bulk and plan spend across brands.