Set up campaign management in CX Cloud from Genesys and Salesforce

Campaign Management enables you to create, manage, and view Genesys Cloud campaigns in Salesforce. To use the campaign management setup, configure global settings for campaign management and Salesforce page layouts. Then, create a campaign setting and associate it with a campaign.

  1. Configure the campaign management global settings
    1. Retrieve Genesys Cloud campaign options
    2. Configure Genesys Cloud campaign settings
    3. Configure Genesys Cloud contact list sync job
    4. Configure phone types
    5. Configure contact list columns
  2. Configure page layout settings for campaigns and campaign members
  3. Create a campaign setting
    1. Configure Genesys Cloud campaign setting information
    2. Configure phone type management
    3. Configure contact list column management
  4. (Optional) Create a campaign schedule
  5. Associate a campaign setting and a campaign schedule with a campaign
  6. (Optional) Configure the sort order of campaign members

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