Upgrade Guide: CampaignFlow

Overview
Install CampaignFlow
Install InstantSend
Trigger Action Field
Active CampaignFlows
We can help!

Overview

The CampaignFlow (CFL) application has been upgraded to allow you to setup rules that will:

Utilize date fields and Salesforce date literals to trigger the addition of leads and/or contacts to a campaign.
Trigger flows based on formula and date fields using the Schedule option.
Populate your campaign using the new Run Now feature.

Install Campaign Flow

To start the install process:

Use the provided link
Click Continue
Click Next
Verify desired security access and click Next
On the next screen, select Grant access to admins only, and click Next
On the final screen, click Install.

Important: It is best to grant access to your system admin(s) first and then modify the profiles that are assigned to the users that will be using the application.

Install InstantSend

Stop: If you are not using Campaign Flow with the Adaptive Mailer, skip this step.

Use the provided link
Log into Salesforce (if prompted)
Enter the password provided in the email and click Submit
Click Continue
On the popup window – Approve Third-Part Access, click Yes… and Continue
Click Next
On the next screen, select Grant access to all users, and click Next
Click Install

Trigger Action Field

This field is required when using CFL with the Adaptive Mailer. The value has to be added to the picklist field.

Go to Setup
Locate and expand Create
Select Objects
Click on the Campaign Flow Label

Scroll down to the Custom Fields & Relationships section and locate the Trigger Action field
Click on Trigger Action and then New in the Picklist Values section
Add InstantSend for Predictive

Active CampaignFlows

Because we have moved from an InstantSend check box to a picklist value, all active flows have to be modified so that they continue working as planned. The easiest way to manage this process is to:

Click on the plus (+) sign in the Salesforce Interface
Locate the CampaignFlow menu item
Create a view as shown below

Open each active flow from the view and select InstantSend for xPress from the Trigger Action drop down.

We can help!

For assistance with the installation/configuration of a Predictive application or to request a training session, please use the link below:

https://help.predictiveresponse.com/support-session

Back to Top

(0)