Series: Create a campaign setting

Configure contact list column management

Note: This article applies to Genesys Cloud for Salesforce.

After you click Save in the Information section, a Contact List Column Management section appears. The integration imports the entries from the Contact List Column section in the campaign management global settings. For more information, see Configure contact list columns.

If you are upgrading from a managed package that included campaign management functionality, then you must add the Contact List Column Management section to the campaign setting page layout.

  1. In the upper-right corner of the campaign setting, click Edit Layout.
  2. Under PureCloud Campaign Setting Layout, click Visualforce Pages.
  3. Drag GenesysCloudCampaignSettingColumnMgmtPage to below the Phone Type Management section.
  4. Genesys recommends that you add scrollbars to this new section.
    1. In the new section, click Properties.
    2. In the Visualforce Page Properties dialog box, select Show scrollbars.
    3. Click OK.
  5. Genesys recommends that you use 1-Column Layout for this new section.
    1. Click the title of the new section (Contact List Column Management).
    2. In the Section Properties dialog box, select 1-Column.
    3. Click OK.
  6. Click Save.

In this section, you can add entries or modify any of entries imported from the global settings.

  1. Under Contact List Column Management, make any of the following changes:

    Any changes that you make to this section affect any new, active, or rescheduled campaigns associated with this campaign setting. 

    1. (Optional) Add a Campaign Member Field.

      Note: A particular Campaign Member Field cannot appear more than once.
      When you first create a campaign, all of the Campaign Member Fields under Campaign Management in the managed package are included with the campaign. If you add a Campaign Member Field to a campaign setting with associated campaigns that do not include this Campaign Member Field, the integration alerts you with an informational message. 

    2. (Optional) Delete a Campaign Member Field.
    3. (Optional) Change an entry.

      You can change the column that a Campaign Member Field is associated with.

  2. Click Save.

Contact List Column Management on campaign settings

For more information, see About Campaign Management.

For more information about the integration, see About Genesys Cloud for Salesforce.

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