This feature allows 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.
Note: 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
- Act-On package installed in Salesforce, with the most current version
- The users must be registered in Act-On to use the feature
- Pop-up blocker disabled
Installation
Prerequisites
- An active connection to Salesforce
- Act-On package installed to the most current version
- Salesforce administrator credentials
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
- Drag and drop the Add to Act-On List button over to Campaign Detail Custom Buttons.
- Note: There are two versions of this button. Both will function the same, 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)
Note: 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.