Series: Configure the campaign management global settings
Configure zip code column
The global settings for the Campaign Management setup includes a Zip Code Column section. In this section, you can associate the Zip/Postal Code or custom field in campaign member records in Salesforce with a column in a contact list that contains customers’ zip or postal code in Genesys Cloud.
- On the Setup Home page in Salesforce, click the App Launcher icon.
- Search for Campaign Management in the Search apps and items box and open the app.
- In the navigation menu, select Global Campaign Settings.
- Under Zip Code Column, select a campaign member field.
The campaign member field appears on campaign member records in Salesforce. You can select a default field or a custom field, but this field must contain customer’s zip or postal code. Custom fields can be any data type, but if you use any of the text data types, set Length to 512 or fewer characters.
- Click Setup.
- Search for Fields.
- Under Object and Fields, navigate to Object Manager > Campaign Member > Field & Relationships.
- Click New.
- Choose the appropriate data type for the new custom field and click Next.
- Enter a name for the custom field in the Field Label and click Next. Note: If you use any of the text data types, set Length to 512 or fewer characters.
- For different user profiles, you can modify the field-level security for the custom field as required and click Next.
- Click Save.
This custom field is now available on the Campaign Member Field menu.
- Click Save.
For more information, see About Campaign Management in CX Cloud from Genesys and Salesforce.