Configuring Campaign Manager

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Configuring Campaign Manager

Initial configuration includes the setup of all default functionality for Campaign Manager.

Configuring Campaign Manager for

Admin Users

To configure this feature:

Navigate to Admin > Users & Groups > Permission Sets.
Select the appropriate permission set.
Select the Objects tab.
Grant the following permissions:

Object	Object Permission	Object Type	Fields	Field Permission
campaign__v	CRE	suite_campaign__v	n/a	n/a
campaign_activity__v	CRE	hq_email__v	reply_to__v sender__v	n/a
domain__v	CRE	n/a	description__v domain__v name__v	Edit
email_address__v	CRE	n/a	application_target__v country__v domain__v email_username__v external_display_name__v name__v	Edit

Navigate to Admin > Configuration > Objects > campaign_activity_target_execution__v > Object Types > recommended_email_publishing__v.
Ensure the object type is active.

Integration Users

To configure this feature:

Navigate to Admin > Users & Groups > Permission Sets.
Select the appropriate permission set.
Select the Objects tab.
Grant the following permissions:

Object	Object Permission	Object Type	Fields	Field Permission
campaign__v	R	suite_campaign__v	n/a	n/a
campaign_activity__v	R	hq_email__v	reply_to__v sender__v	n/a
domain__v	R	n/a	description__v domain__v name__v	Read
email_address__v	R	n/a	application_target__v country__v domain__v email_username__v external_display_name__v name__v	Read

Navigate to Admin > Configuration > Objects > campaign_job_history__v > Object Types.
Select the Actions link.
Select Edit Object Type Actions from the Actions menu.
Enable the Download Log Job action for the recommended_email_publishing__v object type.

Additional Configuration

The following additional configuration is only required for integration users if Recommended Emails is not already enabled in the Vault CRM instance.

Assign the following permission sets to the integration user:
- Approved Email Integration User Permissions
- Recommended Emails Integration User Permissions
- Consent Capture End User Permissions
Navigate to the User Territories related list of the Vault CRM instance's root territory.
Create a user_territory__v record on the root territory for the integration user. This ensures the integration user has access to the root territory.
Grant the following additional permissions:

Object	Object Permission	Object Type	Fields	Field Permission
account__v	R	n/a	email_cda__v first_name_cda__v last_name_cda__v	Read
approved_document__v	R	n/a	allowed_document_ids__v	Read
tsf__v	R	All	n/a	n/a

Ensure the integration user has at least Read permission to any field referenced via token in templates and fragments used in Campaign Manager.

Marketing Users

Ensure the following features are enabled:

Ensure the following features are enabled:
- Using the My Setup Tab
- Creating and Assigning Territories - Ensure the Marketing User is assigned directly to territories for all accounts they want to target in a campaign
- Creating a Sending Domain
Navigate to Admin > Users & Groups > Permission Sets.
Select the appropriate permission set.
Select the Objects tab.
Grant the following permissions.

Object	Object Permission	Object Type	Fields	Field Permission
account__v	R	n/a	account_identifier__v email_cda__v first_name_cda__v last_name_cda__v level_cda__v hcp_type_cda__v all_degree_cda__v spec_1_cda__v primary_country__v	Read
approved_document__v	R	email_template__v email_fragment__v	allow_any_product_fragment__v allowed_document_ids__v approved_document_status__v content_type__v detail_group__v document_description__v document_host_url__v document_id__v document_last_mod_datetime__v email_allows_documents__v email_fragment_html_file__v email_html_file__v email_subject__v email_template_fragment_document_id__v email_template_fragment_html_file__v isi_document_id__v language__v other_document_id_list__v pi_document_id__v piece_document_id__v product__v territory__v vault_document_id__v vault_instance_id__v	Read
campaign__v	CRE	campaign_manager_campaign__v	name__v audience_size__v campaign_notes__v campaign_status__v object_type__v vcountry__v description__v end_date__v ownerid__v start_date__v target_list_description__v	Edit
campaign__v	CRE	campaign_manager_campaign__v	created_by__v created_date__v modified_by__v modified_date__v steps__v	Read
campaign_activity__v	CRD	hq_email__v recommended_email__v	account_email_source__v campaign__v name__v object_type__v email_fragments__v email_template__v email_template_vault_doc_id__v publish_date__v reply_to__v scheduled_send_datetime__v sender__v vault_instance_id__v	Edit
campaign_activity__v	CRD	hq_email__v recommended_email__v	created_by__v created_date__v modified_by__v modified_date__v	Read
campaign_target__v	R	account_campaign_target__v	n/a	n/a
campaign_query_builder__v	R	n/a	campaign__v query_exclude__v query_include__v modified_date__v	Read
domain__v	R	n/a	domain__v	Read
email_address__v	R	n/a	application_target__v country__v domain__v email_username__v external_display_name__v	Read
sent_email__v	R	campaign__v	ctrl_campaign__v sent_email_status__v click_count__v open_count__v	Read
tlist__v	CRED	account__v	account__v campaign__v defacto_owner__v tlist_state__v object_type__v	Edit
tlist__v	CRED	account__v	active__v created_by__v created_date__v modified_by__v modified_date__v	Read

Edit the appropriate user__sys records.
Select Marketing for the user_type__v field.
Ensure the user's vcountry__v field is populated.
Navigate to Admin > Configuration > Domains.
Select Create.
Create the appropriate sending domain. See Creating a Sending Domain for more information on best practices when creating sending domains.
Navigate to Admin > Configuration > Email Addresses.
Select Create.
Enter the following information:
1. Name - Enter the appropriate name
2. Status = Active
3. Domain - Select the appropriate domain
4. Email Username - The email address that displays to recipients of emails sent via Campaign Manager
5. External Display Name - The name that displays to recipients of emails sent via Campaign Manager
6. Application Target = Campaign Manager
Select Save.