Set Up: Campaign Suite

Introduction

The Campaign Suite component enables users to perform specific actions directly from campaign records.

• View History - Provides an overview of the audiences that have updated the campaign members.
• Add Members - Allows users to manually add new campaign members to selected audiences.
• Schedule Audience - Enables the setting up of schedules for audiences that should repeatedly update the campaign members list.
• Scheduled Audiences Overview - Displays all audiences that currently sync into this campaign.

Setup Steps

• Open a Campaign record and click Setup> Edit Page.
• Choose an area where you you'd like to place the component.
• You can find it via Custom - Managed > CAB - Campaign Suite.

• Drag and drop the component onto your record page.

  

• To ensure that only users with CAB permissions can see the component > Set Component Visibility > + Add Filter.
• Select Advanced > Permissions > Custom Permission > lb.UseCampaignAudienceBuilder Equals True.

• Click Done.

  

  

• Click Save to complete the setup. If you've never set up a campaign record page before, you also need to activate this page now.