CampaignFlow Configuration | Predictive Response

CampaignFlow Configuration

Reference Reference: Click here to see details on using CampaignFlows.

Information

CampaignFlow can be used with one of our free plugins.

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Configuring CampaignFlow

Related List

For easy access to a campaignflow associated to a campaign, add the CampaignFlow related list to your campaign page layout. This will provide access to create and manage flows for that campaign. Go to:

  • Setup
  • Customize
  • Campaigns
  • Page Layout(s)
  • Click Edit for the page layout to be modified
  • In the layout grid, click the Related List menu item
  • Drag the CampaignFlow related list to your campaign page layout

layoutgrid

Use the Wrench icon to add the following columns to the section:

  • Name
  • Description
  • Active
  • and any other fields you wish to view

Custom Settings

The CampaignFlow application is not able to manage a mass update of lead or contact data that matches an existing flow. You may see an error message if this occurs. The following options will help with this type of issue:

To temporarily disable CampaignFlow, go to:

  • Setup
  • Develop
  • Custom Settings
  • Locate CFL Settings and click on the Manage link
  • Click Edit for each option you want to utilize.

Settings

  1. Disable Error Emails: Use this option if you do not want to receive error emails when a CampaignFlow fails.
  2. Disable Realtime CampaignFlow: This option allows you to disable all your real-time CampaignFlows at one time. If selected, your CampaignFlows will only run if you use the Run Now or Schedule button.
  3. Disable Scheduled CampaignFlows: If selected your CampaignFlows will run in real-time

Information Note: if RealTime CampaignFlow and Scheduled are disabled, no CampaignFlows will run at all.

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CampaignFlow Access Settings

1bestpractices Best Practice: Create a separate Permission Set for the CampaignFlow application.

If you are using our CampaignFlow application and one or more of the available plugins, the following settings apply.

Assigned Apps: Required

  1. Click Assigned Apps heading
  2. Click the Edit button
  3. Move CFL.CampaignFlow from the left to the right
  4. Click the Save button

Object Settings: Required

Campaign Members

Most of these fields will be included in the PAM Permission Set and will not be modified here. The only field needed for CampaignFlow is the Trigger Action field which should be marked as Read,

CampaignFlow

  • Tab Settings: Click so that the tab is Available and Visible
  • Object Permissions: Click all the boxes

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Field Permissions

The following should have the Edit box checked:

Active Campaign Member Status Change Status
Condition Type Description Existing Lead/Contact
Field Label 1-5 Field Name 1-5 Field Operator 1-5
Field Value 1-5 Lookup Id R1 – R5 New Lead/Contact
Object Operator 1-5 Trigger Action

The following should have the Read box checked:

Last Run Now Schedule Created Schedule Last Run
Schedule Next Run Server Url

Apex Class Access: Required

All items with list with CFL as the namespace need to be enabled. Highlight all and click the Add arrow to move from the Available section to the Enabled section.

If you have installed the InstantSend for Predictive plug-in, move all items with ISX as the namespace to the Enabled section.

Visualforce Page Access: Required

All items with list with CFL as the namespace need to be enabled. Highlight all and click the Add arrow to move from the available section to the Enabled section.

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Assign Permission Sets to users

After creating the permission set, it needs to be assigned to an user. to do so go to:

  • Setup
  • Manage Users
  • Permission Sets
  • Click on the applicable permission set name
  • Click the Manage Assignments button

assign

  • Click the Assign button
  • Check the box next to each applicable user
  • Click Assign when done

assign2

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