Campaign Page Layout (Enterprise or higher)

IIf you are using the Salesforce Enterprise or higher edition, you can either assign our campaign page layouts to your user profiles, or add the following components to your current page layout.

Assign the Adaptive Mailer campaign page layout to your user profiles:

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 the right arrow mark
Expand Campaigns
Select Page Layouts
Click the Page Layout Assignment button
Click the Edit Assignment button
Select the System Administrator profile and any other profiles that are assigned to users who will be managing Predictive campaigns
From the drop down list, select the Predictive AM Campaign Layout
Click Save when done

Assign the Adaptive Mailer campaign member page layout to your user profiles:

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 the right arrow mark
Expand Campaigns
Expand Campaign Members
Select Page Layouts
Click the Page Layout Assignment button
Click the Edit Assignment button
Select the System Administrator profile and any other profiles that are assigned to users who will be managing Predictive campaigns
From the drop down list, select the Predictive Campaign Member Layout

Add the Adaptive Mailer components to your page layout:

Reference: For more information on adding components to your page layouts, click here.

Buttons:

Help: provides access to our online user guide,
Synchronize: Click to update Salesforce member information to Predictive,
Send Now: Enables instant send of active email editions

Predictive section:

This section provides access to live Predictive data as your campaign progresses.

Click on the Setup link in the top right corner next to Salesforce username
In the left panel, 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 Predictive 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 440
Click OK when done

Data Fields:

As your campaign emails are sent and your members respond, Predictive collects the data and updates the information to Salesforce. Create sections to organize the data.

Related Lists:

We provide access to email editions statistics, clickthroughs and email history data and campaign member actions.

Reference: For more information on adding components to your page layouts, click here.

Reference: For a full description of the additional components we provide, click here.

Click here to go the next step: Configure Email Edition Details Page Layouts. Enterprise or higher | Professional

We can help!

Click here if you wish to set a meeting for assistance with the installation/configuration of a Predictive application or a training session.

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