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

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 |
|
n/a |
domain__v | CRE | n/a |
|
Edit |
email_address__v | CRE | n/a |
|
Edit |
- Navigate to Admin > Configuration > Objects > campaign_activity_target_execution__v > Object Types > recommended_email_publishing__v.
- Ensure the object type is active.

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 |
|
n/a |
domain__v | R | n/a |
|
Read |
email_address__v | R | n/a |
|
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 |
|
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.

-
Ensure the following features are configured:
- 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 suite_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 - 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 - 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 - active__v
- created_by__v
- created_date__v
- modified_by__v
- modified_date__v
Read - Navigate to the Application tab of the permission set.
-
Select the following check boxes:
- Access API
- View User Information
- Navigate to the Tabs tab of the permission set.
-
Grant View permission to the following items:
- The Campaign Manager tab collection
- The following tabs:
- Home
- Campaigns
- Navigate to the Pages tab of the permission set.
-
Grant View access to the following pages:
- Campaign Manager
- Campaigns
- Home
- 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:
- Name - Enter the appropriate name
- Status = Active
- Domain - Select the appropriate domain
- Email Username - The email address that displays to recipients of emails sent via Campaign Manager
- External Display Name - The name that displays to recipients of emails sent via Campaign Manager
- Application Target = Campaign Manager
- Select Save.