Enable Salesforce users to push a Salesforce Campaign over to Act-On and create a marketing list. This component is a button that creates a pop-up window to Act-On. The list is pushed to Act-On in the background.
Though Sales users can use this to create Campaign lists in Act-On, only Marketing users will be able to view and manage these lists.
User Requirements
To use this feature, sales users must have:
- An active connection to Salesforce.
- The Act-On package installed in Salesforce, with the most current version.
- Users registered in Act-On to use the feature.
- Pop-up blocker disabled.
Add the Button to Your Campaign Layout
These instructions apply to both Salesforce Classic and Lightning.
- Log in to Salesforce as an administrator.
- Navigate to Page Layout setup:
- In Classic, go to Setup > Build > Customize > Campaigns > Page Layouts.
- In Lightning, go to Setup > Quick Find > Object Manager > Campaign > Page Layouts.
- Select the layout you wish to add the component to and Edit.
- In the top console, navigate to Buttons.
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Drag and drop the Add to Act-On List button over to Campaign Detail Custom Buttons.
There are two versions of this button. Both will function the same way & only one needs to be installed. - In the top console, navigate to Mobile & Lightning Actions.
- Drag and drop the Add to Act-On List button over to Salesforce Mobile and Lightning Experience Actions.
- Click Save at the top console.
- Have a Sales user test the button (pop-ups must be disabled).
More info: Customize Page Layouts with the Enhanced Page Layout Editor (Salesforce.com)
Do not install any Act-On Components from Visualforce Page or Custom S-Controls on the Campaign layout. These are not intended for use on this page.