Set Up: Campaign Suite

Introduction

Our Campaign Suite component lets your users do specific actions from campaign records immediately.

• View History - Get an overview of the audiences that updated the campaign members.
• Add Members - Select Audiences to manually add new campaign members based on the selected audiences.
• Schedule Audience - Set up Schedules for audiences that should repeatedly update the campaign members list.
• Scheduled Audiences Overview - See all audiences that currently sync into this campaign.

Setup Steps

• Open a Campaign record and click Setup> Edit Page.
• Choose an area where you want to place the component.
• You find it via Custom - Managed > CAB - Campaign Suite.
• Now drag and drop the component on 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 finish the Setup. If you've never set up a campaign record page before, you also need to activate this page now.