Series: Create a campaign setting

Configure phone type management

Note: This article applies to Genesys Cloud for Salesforce.

After you click Save in the Information section, a Phone Type Management section appears. The integration imports the entries from the Phone Type section in the campaign management global settings. For more information, see Configure phone types.

If you are upgrading from a managed package that included campaign management functionality, then you must add the Phone Type 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 GenesysCloudCampaignSettingPhoneMgmtPage to below the GenesysCloud Campaign Setting Detail 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 (Phone Type 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 the entries imported from the global settings.

  1. Under Phone Type 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.

      A campaign setting must include at least one Campaign Member Field that exists in associated campaigns. If you delete all Campaign Member Fields except ones that do not exist in campaigns associated with the campaign setting, the integration displays an error message. 

    3. (Optional) Reorder the Campaign Member Fields.

      Sort Order affects the order that the integration dials phone numbers in a Genesys Cloud contact list. If the integration does not reach a live person with the first phone number, the integration dials the subsequent phone numbers in order. For preview calls, Sort Order affects the order of phone numbers that agents can select on an interaction. 

  2. Click Save.

Click image to enlarge.Phone Type Management section on campaign setting

For more information, see About Campaign Management.

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

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