Tämä artikkeli löytyy ainoastaan Englanniksi

Before configuring the Salesforce integration in Lyyti, follow the steps described below

Enabling campaigns for users

In Setup → Users → Edit User

1. Activate Marketing User selection for 
   1. user accounts creating new campaigns in Salesforce
   2. user account configuring the integration in Lyyti
   3. Note that users might also need the necessary create and edit rights for campaigns (e.g. through permission sets or profiles)

Update campaign layout

In Setup → Object Manager → Campaign → Page Layouts → Edit Layout

1. Ensure that the Active checkbox is included in the layout
2. Add the related list Campaign Member Statuses for the campaign layout in use

1. Add the lightning action Clone with Related to enable cloning campaigns with their campaign member statuses

Configuring the campaign template

Create a campaign with desired information for the template.

1. Add the following campaign member statuses. Set all statuses as Responded except for Not reacted
   1. Registered
   2. Declined
   3. Not reacted
   4. Attending
   5. No show
   6. To waiting list
2. Change the default status as “Not Reacted”
3. Delete the statuses Sent and Responded as these have been automatically added by Salesforce