License Plan/Edition | AMSCampaigns |
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Version | 2.151 and higher |
Challenge
Defining relevant Contacts per Campaign and display displaying them later on offer and invoice PDFs.
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The Contact Wizard helps users to select the right contacts for their campaigns quickly. It shows only the contacts related to the involved accounts. The selected contacts are displayed afterwards at the corresponding media campaign in the related list Campaign list of Campaign Contacts.
Create/Open a Media Campaign
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The Media Campaign contains different Account lookups, that should be used in order to select Contacts in the Contact Wizard:
Navigate to an existing Media Campaign. Otherwise, you have to create one first.
Please select Accounts for the following lookup fields:
Account (Advertiser)
Agency
Beneficiary
Debtor (formerly Invoice Recipient)
Intermediary
Postal Recipient
Click the button Save.
If a lookup is not used, the user can skip that lookup. In this case, the Contact Wizard does not show any contacts, that can be selected.
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If you can not see the action please contact your administrator to add the right action to the layout. |
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The Campaign Contact Wizard helps users to add new campaign contacts to an existing media campaign. It only displays those contacts assigned to the Media Campaigns Accounts.
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You can see a tab at the top of the page for every Account type that was set in the Media Campaign.
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Please add the Contact Wizard action to the page layout of the Media Campaign. You can differentiate between the old and new Wizard by the their name. The Lightning Contact Wizard action has the name “LwcContactWizard“.
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To customize which in which order contacts are displayed at the address block (1st page at PDF) or the contact information (2nd Page at PDF) please follow the steps below.
Navigate to App Launcher > Quote Preferences or App Launcher > Invoice Preferences and select the corresponding record.
Edit the settings for Address Block (1st Page) and Contact Information (2nd Page).
Default: The default changes all picklists to default.
Not selected: This field is not used for the order.
Possible Picklist Values:
Quote Preferences:
Address Block (1st Page): Account, Agency, Beneficiary, Intermediary, Debtor, Postal Recipient
Contact Information (2nd Page): Account, Agency, Beneficiary, Intermediary / Owner, Debtor, Postal Recipient
Invoice Preferences:
Address Block (1st Page): Account, Agency, Beneficiary, Intermediary, Debtor, Postal Recipient
Contact Information (2nd Page): Account, Agency, Beneficiary, Intermediary / Sales Representative / Owner, Debtor, Postal Recipient
Click the button Save.
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Contacts can be mapped using the Mapping BA from Media Campaign to Invoice. |
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