To configure this feature:

1. Ensure Configuring Campaign Manager is complete.
2. Navigate to Admin > Users & Groups > Permission Sets.
3. Select the appropriate permission set.
4. Select the Objects tab.

5. Grant the following permissions:

   Object	Object Permission	Object Types	Fields	Field Permission
   campaign_group__v	R	n/a	All Fields	Read
   campaign_group_action__v	R	n/a	All Fields	Read
   campaign_group_action__v	R	n/a	All Fields	Read
   campaign__v	CRE	suite_campaign__v	campaign_template_type__v	Edit

To create a campaign:

1. Navigate to Campaign Manager > Home.

2. Select Multi-Action.

3. Enter a Campaign Name. A maximum of 80 characters is supported.

4. Select Create. The new campaign is created with the following fields automatically populated:

   • owner__v – Populates with the user who created the campaign
   • vcountry__v – Populates with the vcountry__v field of the user who created the campaign. If this field is not populated, the country is selected based on the user's country.

The new campaign displays in the Campaigns tab in a console view, providing marketing users with the following information:

• A Campaign Overview tab - Marketing users can use this tab to create a target list and add campaign details for the campaign.

  The URL for a campaign can be copied and shared with other Campaign Manager users who have access to the campaign. Selecting the URL displays the campaign in a new tab within the Campaign Console, along with the previously open campaigns.

• An edit icon next to the campaign name - Select this icon to edit the campaign’s name or description
• A pill indicating the start and end dates of the campaign, if populated
• A pill indicating the status of the campaign

Editing Campaign Details

To view or edit campaign details:

1. Select the information icon in the upper right corner to display campaign and target list details.
2. Select the Edit icon to edit the campaign details if needed, including the campaign’s name and description, as well as the target list description.
3. Select Save.

A warning displays if users attempt to close a campaign tab without saving edits to the campaign details.

Once the campaign is created, marketing users must perform the following processes to further plan, execute, and review Multi-Action Campaigns:

1. Create a Target List

After creating a campaign, marketing users can create a list of up to one million specific individuals or groups targeted by the campaign. When the campaign is executed, these targets receive the email associated with the campaign.

The following methods are available for adding targets to the campaign's target list:

• Build – Users can create filters on various fields and objects to create the target list. See Using the Target List Builder for more information.
• Copy – Users can copy the target list of an existing campaign to their new campaign. See Copying Target Lists for more information.
• Import – Users can data load campaign targets via spreadsheet. See Importing Target Lists Using the Data Grid Loader for more information.
• Search – Users can search for and add individual accounts to their campaign's target list. See Manually Adding Targets to Target Lists for more information.

Once targets are added to the list, users can review and refine the target list, including adding new targets, removing individual targets, or removing all targets from the campaign. See Managing Target Lists for more information.

2. Add Campaign Details

After creating the target list, use the Add Campaign Details section to specify the email template to use for the campaign.

See Adding Campaign Details for more information on selecting and previewing email templates.

Multi-Action Campaigns also enable end users to perform the following processes:

• Managing Target Groups (Available August 21, 2025) – Users can categorize their targets into appropriate groups, each of which may receive a different email template
• Creating Follow-up Actions (Available August 21, 2025) – Users can select additional emails to send to their target groups following up on the primary email template

3. Execute the Campaign

Once the target list is created and an email template is selected, users can send the campaign immediately or schedule the campaign for later.

See Sending the Campaign for more information on sending campaigns.

4. Monitor Campaign Performance

Once the campaign is executed and emails are sent, users can monitor key metrics associated with each campaign action to gauge effectiveness, including the following metrics:

• Audience Size – The total number of targets in the campaign’s target list
• Sent Emails – The total number of emails sent for this campaign
• Open Rate – The percentage of emails sent via the campaign that were opened. Calculated by dividing the total number of opened sent_email__v records associated with the campaign by sent_email__v records associated with the campaign without a status of failed__v.
• Unique Opens – The number of unique recipients who opened the email. For example, one recipient opening the email three times counts as one unique open.
• Click Rate – The click rate of links within the campaign’s email. Calculated by dividing the total number of sent_email__v records associated with the campaign that have a click_count__v field greater than zero by the number of sent_email__v records associated with the campaign without a status of failed__v.
• Unique Clicks – The number of unique recipients who selected a link in the email. For example, one recipient selecting a link in the email three times counts as one unique click.

See Monitoring Campaign Performance for more information on when these metrics become available for review, as well as when these metrics update.

Additionally, users can view campaign performance details for visual representations of campaign delivery and engagement rates.