Access Campaign Manager

The Campaign Manager is well-integrated with the SMS-Magic Converse modules and helps you create and execute campaigns efficiently.

Classic view

You can access the Campaign Manager from the Salesforce Classic header tab row.

  1. Log in to Salesforce. On the header tab row click on Campaign Manager. The Campaign Manager list view page appears.
  1. If you are unable to view the Campaign Manager tab, click and select Campaign Manager from the All Tabs view page.
Campaign Manager Classic View

Lightning view

You can access Campaign Manager by adding a tab in the SMS-Magic converse app navigation bar.

  1. Click on edit personalize navigation view icon
click on personalize navigation view icon

2. Click on the ‘All’ option and select the Campaign Manager tab. Then click on ‘Add more items’ and save it.

Add items admin guide configure campaign

3. Click on the Campaign Manager tab. It will take you to the Campaign Manager dashboard.

Campaign manager dashboard admin guide

Adding view in default apps

You can also give visibility to the Campaign Manager tab for users in the default apps they access/work with.

  1. Click on edit personalize navigation view icon
edit personalize navigation view icon

2. Click on the ‘All’ option and select the Campaign Manager tab. Then click on ‘Add More items’ and save it.

Add More Items Admin guide

3. Click on the Campaign Manager tab. It will take you to the Campaign Manager dashboard.

Campaign manager dashboard admin guide

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