How do I add a button inside Salesforce to send contacts to CampaignBreeze?
You can install our Salesforce app to connect your CampaignBreeze and Salesforce accounts so that you can send campaigns to your Salesforce contacts, leads and/or campaign members.
Requirements:
User Interface setup for Salesforce. Within the setup section of Salesforce, under the Customize menu, click the User Interface menu item.
Within the user interface section the following two options should be enabled:
- Enable the Salesforce Classic 2010 User Interface Theme
- Enable Enhanced Lists
Installation:
To install CampaignBreeze for Salesforce, visit:
https://login.salesforce.com/packaging/installPackage.apexp?p0=04t1Y0000011U8v
Configuration:
Once the CampaignBreeze app has been installed in Salesforce, the Send to CampaignBreeze buttons need to be added to the contacts, leads and campaign view layouts.
Adding buttons to Contacts and Leads section
1. Click the Contacts - Search Layout menu item within the customize section of the Salesforce Setup area
2. Then click on edit for the Contacts List View
3. Select the Send To CampaignBreeze button from the list of available buttons, and click the Add arrow to add it to the selected Buttons, then click Save
4. Repeat the above steps for the leads section to add the buttons to the Leads List View.
Adding button to Campaign Layout
To add the Send to CampaignBreeze button to the Campaign layout.
1. From the setup section of Salesforce, select the Customize section, then Campaigns, and then Page Layouts.
2. Select the Buttons section from the Layout options at the top of the page.
3. Click and drag the Send to CampaignBreeze button to the custom buttons section of the page layout.
CampaignBreeze Tab
A CampaignBreeze tab will also be added to Salesforce, allowing you to access CampaignBreeze directly from within Salesforce via the tab.
