Create a campaign schedule
After you create a campaign setting in Salesforce, you can create a campaign schedule in Salesforce. By default, a campaign runs from 12:00 AM on the Start Date to 11:59 PM on the End Date of the campaign. A campaign schedule allows you to control when a campaign runs. You can associate a single campaign schedule with multiple campaigns.
- Create a tab to access campaign schedules.
- In Salesforce, click Setup.
- Search for Tabs.
- Under Create, click Tabs.
- In the Custom Object Tabs section, click New.
- In the Object menu, select Genesys Cloud Campaign Schedule.
- In the Tab Style menu, select any style.
The following steps assume the use of default settings. Change the standard Salesforce configuration options, if desired, before clicking Next or Save.
- Click Next.
- Click Next.
- Click Save.
The Genesys Cloud Campaign Schedules tab now appears in the top toolbar bar in Salesforce.
- Create a campaign schedule.
Warning: Do not change campaign schedules in Genesys Cloud. If you do change them in Genesys Cloud, campaigns in Salesforce will not behave as expected.
- In Salesforce, select Genesys Cloud Campaign Schedule from the menu in the top toolbar.
- In the Recent Genesys Cloud Campaign Schedules section, click New.
- Enter a name for Genesys Cloud Campaign Schedule Name.
- Select the Days of the Week that you want the campaign to run.
- Enter a Start Time for the campaign (24-hour format).
Start Time indicates when a campaign starts based on the particular Time Zone selected on the campaign. For example, a campaign associated with a campaign schedule that has a Start Time of 8:00 AM starts at 8:00 AM in the particular Time Zone selected on the campaign. For more information about Time Zone, see Associate a campaign setting and a campaign schedule with a campaign.
- Enter an End Time for the campaign (24-hour format).
End Time indicates when a campaign ends based on the particular Time Zone selected on the campaign. For example, a campaign associated with a campaign schedule that has an End Time of 18:30 PM ends at 18:30 PM in the particular Time Zone selected on the campaign. For more information about Time Zone, see Associate a campaign setting and a campaign schedule with a campaign.
- Click Save.
For information about all steps necessary to set up campaign management, see Set up campaign management.
For more information about the integration, see About Genesys Cloud for Salesforce.