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License Plan/Edition

AMS

Version

2.151 and higher

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Working with the Contact Wizard expects you to have a Media Campaign created already. If you did are not familiar with Media Campaigns please refer to this Wiki article: 1.1.5 Create a Media Campaign

The Media Campaign contains different Account lookups, that should be used in order to select Contacts in the Contact Wizard.Select a Media Campaign and select all relevant Account lookups:

  1. Navigate to an existing Media Campaign. Otherwise, you have to create one first.

  2. Please select Accounts for the following lookup fields:

    • Account (Advertiser)

    • Agency

    • Beneficiary

    • Debtor (formerly Invoice Recipient)

    • Intermediary

    • Postal Recipient

  3. Click the button Save.

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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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After setting up all the details you can hit the Save button in the upper right corner.

The Campaign Contacts can be found in the related list “Campaign Contacts“ of your Media Campaign afterwards.

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Setup

Please add the Contact Wizard action to the page layout of the Media Campaign. You can differentiate the old and new Wizard by the name. The Lightning Contact Wizard action has the name “LwcContactWizard“.

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You can adjust the Contact Wizard to show different information per Contact record in the list on the right left and you can define the list on the right to show additional columns based on the Contact records.

To do so please refer to the following Feature Setting:

Feature Setting Name

ContactSettings

Feature Name

ContactWizardLightning

Value

Default:

{"ContactField":"Department","AdditionalColumns":[]}

Explanation:

  • The Contact Field can be set to any Contact related field and refers to the subheading below each Contact in the list on the rightleft.

  • The Additional Columns can also be defined by any Contact field to show additional information in the table on the right of the Wizard. To edit it you can add a comma-separated list of API names.

Example:

{"ContactField":"Department","AdditionalColumns":["Department","Email","Phone"]}

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