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Campaign Call List
You can replace the default record page for Campaigns with a Vlocity-specific Campaign Call List page. Vlocity provides this page as an alternative Lightning Record Page, which contains a Visualforce Page, Card Templates, and Cards that you can customize as needed.
Campaigns help you manage outbound marketing campaigns with direct mail programs, seminars, print ads, email, and other kinds of marketing collateral. For more information about Campaigns, see Meet Salesforce Campaigns in the Salesforce help.
If you're using a campaign to market or communicate information about Medicare plans, there are specific guidelines and rules you need to be aware of, as detailed in this Health topicMedicare Communications and Marketing Guidelines (MCMG). These rules are meant to prevent plans from presenting misleading information about a plan’s costs or benefits.
The Vlocity Campaign Call List page has these features:
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A list of Campaign members that you can sort and filter
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An action for adding members to the Campaign
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An action for a mass email
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Call script, email template, and follow-up actions for a particular customer
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A list of events in a particular customer story
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Easy ways to add new events, tasks, and comments to the customer story
- Workflow for Installing and Configuring the Campaign Record Page Components
Before you can use the Campaign Call List page for campaigns, you must perform several installation and configuration tasks. - Campaign Call List Record Page Features
The Campaign Call List Record Page has six screen areas for data display and actions. You can manage members, manage events, and view campaign results. - Campaign Call List Record Page Component Reference
The Campaign Call List Record Page is comprised of numerous Visualforce pages and Card layouts. You can modify these components or clone them and modify the clones.
