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Add Navigation Bar

Switch to lightning mode
  • Click on ‘Switch to Lightning’ on the home page the following page will appear:
Lightning View
  • Here, you can see the steps to add Campaign Button. You can add the object by clicking on the edit icon in lightning view personalize your navigation bar the following page will appear:
Edit App Navigation Items

Here, we are adding a Sales App Navigation Item to the Home Page.

  • Click on ‘Add More Items’ the following page will appear:
Add More Items
  • Click on ‘All’ the following page will appear:
All Items To Add
  • Click on ‘Campaigns’ And you will see that the Campaign option has been auto-selected:
Add Campaigns To Nav Items
  • Click on ‘Add 1 Nav item’ the following message will appear:
Nav Bar Updated Message

These are the steps of adding a navigation bar.

Item Added to Nav Bar
  • Click on the ‘Save’ button the following message will appear:
Nav Bar Updated Message



Configure Run SMS Salesforce Campaign Lightning Steps

  • Click on the ‘Setup’ icon the following page will appear:
  • Click on the ‘Setup’ icon the following page will appear:

Under Quick Find search for the object manager the following page will appear:

  • Click on ‘Campaign’ the following page will appear:
  • Click on ‘Page Layout’ on the left side of the page under ‘Details’ the following page will appear:
  • Click on the ‘Campaign Label’ the following page will appear:

Drag and drop the Run SMS Campaign button in the below campaign detail section and click on the ‘Save’ button. The following page will appear which shows your Layout has been saved.

  • Click on the app launcher icon  the following list will appear:

Search for ‘Campaigns’ in the search field the following page will appear:

  • Click on the ‘New’ button the following page will appear:
  • Enter the ‘Campaign Name’ in the campaign name field
  • Click on ‘Status’ the following list will appear:
  • Choose the appropriate option from the above field
  • Click on the ‘Active Check’ box to make the plan active 
  • Click on ‘Type’ the following list will appear:
  • Choose the appropriate option from the above field
  • Click on the ‘Parent Campaign’ the following list will appear:
  • Choose the appropriate option from the above list
  • Enter the ‘Description’ in the description field 
  • Enter the ‘Start Date’ and ‘End Date’ in the required fields to run the campaign
  • Enter the ‘Num sent in Campaign’, ‘Expected Response’, ‘Expected Revenue in Campaign’, ‘Budget Cost in Campaign’, and ‘Actual Cost in Campaign’ in the required fields
  • Click on the ‘Save’ button the following message will appear:

Here, you can add members who are ‘Leads and Contacts’. 

  • Click on ‘Add Contacts’ the following page will appear:
  • Choose the number of contacts you want to send the message to and click on the ‘Next’ button the following page will appear:
  • Click on the ‘Submit’ button the following message will appear: