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License Plan/Edition

Campaigns

Version

2.151 and higher

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Info

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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Info

The ADvendio default is:

  • Quote Preferences: 

    • Address Block (1st Page): Postal Recipient, Debtor, Agency, Advertiser

    • Contact Information (2nd Page): Account,  Debtor, Agency, Intermediary / Owner (Quote Preferences)

  • Invoice Preferences: 

    • Address Block (1st Page): Postal Recipient, Debtor, Agency, Advertiser

    • Contact Information (2nd Page): Account, Debtor, Agency, Intermediary / Sales Representative / Owner (Invoice Preferences)

Activating Contact Wizard Lightning

Info

In case you are using Salesforce's Lightning version, but are still seeing the classic view for Contact Wizard, you need to activate the Contact Wizard by adding another Action of Contact Wizard (Action with Name LwcContactWizard) to the page layout setup (steps below).

To activate the Contact Wizard Lightning view, follow these step-by-step instructions:

  1. Go to "Setup" and click on the "Object Manager" tab.

  2. Under the "Object Manager" tab, find and access "Media Campaign."

  3. Within the "Media Campaign" tab, navigate to the "Page Layouts" tab and click on "Media Campaign Layout."

  4. In the "Media Campaign Layout," go to the upper menu and select the "Mobile & Lightning Actions" tab.

  5. In the "Quick Find" search bar, look for the "Contact Wizard" button with the Name:

    Code Block
    ADvendio__MediaCampaign__c.ADvendio__LwcContactWizard
  6. Drag and drop this "Contact Wizard" button under the "Salesforce Mobile and Lightning Experience Actions" section.

  7. In the upper left corner, click "Save" to complete your changes.

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