License Plan/Edition | AMS |
---|---|
Version | 2.151 and higher |
...
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:
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.
...
Info |
---|
If you can not see the action please contact your administrator to add the right action to the layout. |
...
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.
...
You can see a tab at the top of the page for every Account type that was set in the Media Campaign.
...
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.
...
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“.
...
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:
Example: {"ContactField":"Department","AdditionalColumns":["Department","Email","Phone"]} |
...