Layouts: Leads/Contacts (Professional)

If you are using the Salesforce Professional edition, you may want to add the following components to your current page layout.

Add the Adaptive Mailer components to your page layouts:

The components of our page include buttons, fields and related lists as documented below.

Available Buttons: These buttons provide access to data or one-click actions as needed.
Fields: These fields provide information that can be useful as you manages Predictive campaigns.
Related Lists: We provide Subscriber Choices that is useful if you are taking advantage of our subscription page feature and fields that can be added to the Campaign History related list that provide additional information about lead/contact activity in campaigns.

Buttons

Opt In: If a lead/contact has globally opted out from a campaign and then wishes to change their action, click this button to reverse the member status in Salesforce and all Predictive campaigns.
Opt Out: If a lead/contact notifies you that they want to globally opt out from your campaigns, this button will update Salesforce and all current and future Predictive campaigns.

Reference: For more information on how the opt out process works, click here.

Subscriptions: Provides access to the latest version of the subscription page as completed by the lead/contact. You can make changes on their behalf as desired.

Activity Section

This section provides access to live actions taken by leads/contacts added to campaigns.

Click on the Setup link in the top right corner next to Salesforce username
In the left pane, under Build, expand Customize by clicking on right arrow mark
Expand Campaigns
Select Page Layouts
Click Edit for the desired page layout (repeat for all applicable layouts)
Create a new section and drag the Lead or Contact Activity VFP item to your new section
Add a name and select 1-column
Click the wrench icon in page display and change the height to 240
Click OK when done

The information provided in this section includes

Email Activity: Displays the campaign emails sent to the lead/contact and the actions taken.
Web Activity: Displays the links clinked from a campaign email.

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Fields

The following fields can be added to lead/contact pages as desired:

Lead/Contact Score: As your campaign members open emails, click links, etc., they can be assigned scores for each action. The score shown here is the total of scores from all activity in all campaigns.

Reference: For more information on how to set scoring options, click here.

Lead/Contact Score Rating: This field is a formula field that calculates based on the lead/contact score.

Reference: Run a lead or contact score report (located in the Predictive Campaign Member Report folder in Salesforce Reports), to export a list of your leads/contact and their respective scores.

Test Group/Member: Complete these two fields to set a contact as a global test member.

Reference: For more information on global test members, click here.

Related Lists

Campaign History

Add the following fields to this related list as desired:

Level: Displays the latest action the lead/contact has taken with the campaign email.
Reason: If the lead/contact has an Inactive status, this field provides information as to why they are not receiving emails from the campaign.
CampaignFlow: If the lead/contact was added to a campaign due to a campaignflow, this field indicates which flow was used.

Reference: CampaignFlow is a separate Predictive application that can be used with the Adaptive Mailer. For more information on CampaignFlow, click here.

Subscriber Choices

If you are taking advantage of our subscription page feature, add this related list to your lead/contact pages. The information displayed provides data on which subscriptions your leads/contacts have selected or de-selected from the subscription page.

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