Sending Field Actions Using Campaign Manager

Enable Exact Search

Sending Field Actions Using Campaign Manager

Marketing users can prompt end users to take a recommended action using the Field Action channel, which creates Suggestions directly for the end user who covers each target. Marketing users can prompt end users to plan a call or send a specific email, or can simply share information with end users without prescribing an action at all.

The following Field Action types are available:

Call – Prompts the end user to plan a call. For example, an HCP opens an email about a new Cholecap indication, and a Field Action suggests planning a call to discuss it.
Email – Prompts the end user to send a specific approved email. For example, if an HCP selects a link in a campaign email, a follow-up Field Action can automatically create a suggestion for the HCP's rep to send a relevant event invitation, seamlessly blending home office-driven and field-driven tactics.
Insight – Shares information without prescribing an action. For example, a Field Action tells the rep that the HCP downloaded the Cholecap dosing guide or stopped by the Cholecap booth at a congress, and leaves the rep to decide what to do next.

Marketing users control which details display on each suggestion card and what end users can do with it. They can also track how many field actions are created, completed, and still pending from the Performance Summary and the performance export.

Who can use this feature?

Marketing User - Browser
Adding a Field Action as a Primary Action
Adding a Field Action as a Follow-up Action
Activating Campaigns with Field Actions
Viewing Field Action Performance
End User - iPad, iPhone
Using Suggestions from Campaign Manager Field Actions
Users require a Campaign Manager license

Configuring Field Actions for

Marketing Users

To configure this feature:

Ensure the following features are configured:
- Configuring Campaign Manager
- Configuring Suggestions
Navigate to Admin > Users & Groups > Permission Sets.
Select the appropriate permission set.
Select the Objects tab.

Grant the following permissions:

Object	Object Permission	Object Types	Fields	Field Permission
suggestion__v	R	call__v email__v insight__v	account__v account_priority_score__v campaign_group_action__v created_date__v display_dismiss__v no_homepage__v expiration_date__v id display_mark_as_complete__v ownerid__v posted_date__v priority__v reason__v display_score__v object_type__v suppress_reason__v title__v	Read
suggestion_feedback__v	R	activity_execution__v dismiss__v mark_as_complete__v	account__v activity_execution_type__v call2__v call_objective__v created_by__v created_date__v dismissfeedback1__v dismissfeedback2__v dismissfeedback3__v dismissfeedback4__v global_id__sys id last_initiated_by__sys modified_by__v modified_date__v sent_email__v status__v suggestion__v name__v object_type__v	Read

These field permissions are not required for creating, editing, or removing Field Actions, but instead determine which columns display in the Field Action Suggestion and Field Action Suggestion Feedback performance exports. Fields the user does not have Read access to do not display in the export.

Adding a Field Action as a Primary Action as

Marketing Users

If Field Action is selected as the channel for the Primary Action, follow-up actions cannot be added.

To add a Field Action as the primary action of a campaign:

Navigate to the Overview tab of the appropriate campaign.
Navigate to the Add Details section.
Select the Channel picklist for the appropriate segment flow, or for the entire campaign when using Single Action Campaign and Journeys.
Select Field Action.
Select the appropriate tile for the Field Action Type. The following tiles are available:
- Call – Prompts end users to plan a call
- Email – Prompts end users to send an email
- Insight – Shares information or an insight with users

Populate the following fields, based on the selected Field Action Type.

Field	Applicable Field Action Types	Required or Optional
Title	Call Email Insight	Required
Priority	Call Email Insight	Required
Field Action Details	Call Email Insight	Optional
Planned Call Channel	Call	Optional
Planned Call Date	Call	Optional
Suggested Email Template	Email	Required

Expand the Advanced Configuration section to control how the suggestion displays to end users. The section is collapsed each time the modal opens, and contains the following settings:

Setting	Description	Default
Expiration Date	The date in the future the suggestion expires.	Blank
Allow Field users to: Dismiss	Enables end users to dismiss the suggestion and remove it from their list of suggestions.	Selected
Allow Field users to: Mark as Complete	Enables end users to mark the suggestion as complete and remove it from their list of suggestions.	Selected
Priority Score	The score used to sort Suggestion cards within a priority. Accepts integers between -99,999 and 99,999. Priority Score and Display Score are configured independently.	Blank
Display Score	Displays the Priority Score on the suggestion card. Priority Score and Display Score are configured independently.	Not selected
Display on Homepage: Field Action	Includes the suggestion in the Suggestions widget on the Home page and displays the suggestion on the Suggestions tab.	Selected
Display on Homepage: Field Action Details	Displays the Field Action Details text on the suggestion card.	Selected

Select Create Field Action.
Select the Select Territory button. The Select Territory modal displays the territory hierarchy based on the selected targets, along with the following coverage statistics:
- Coverage – The percentage of targets who have at least one matching end user assigned to their Account Territory
- Over-Covered – The percentage of targets who have more than one end user assigned to them
To prevent end users from receiving duplicate suggestions for the same target, over-covered targets’ assigned end users will not receive a suggestion.
Select the appropriate territory from the list.
Select Select Territory to confirm the selection. The Overview page displays the number of ineligible targets. These are targets whose assigned reps will not receive a suggestion due to being unassigned or assigned to multiple representatives within the selected territory.

Selecting a territory is a required step that users can only take once targets have been added.

Marketing users can review and update the configuration of a Field Action, including the Field Action Type, while the campaign remains in a Draft status.

Adding a Field Action as a Follow-up Action as

Marketing Users

Marketing users cannot add follow-up actions that are based on another follow-up action with a channel of Field Action.

Marketing users can also create Field Emails as a follow-up action:

Navigate to the appropriate segment flow.
Select + Add Follow-up Action at the bottom of the flow's section.
Select Field Action as the channel.
Populate the appropriate follow-up condition fields. See Adding Follow-up Actions for more information.
Select the appropriate tile for the Field Action Type. The following tiles are available:
- Call – Prompts end users to plan a call
- Email – Prompts end users to send an email
- Insight – Shares information or an insight with users
Populate the appropriate fields for the selected Field Action Type. See Adding a Field Action as a Primary Action for more information on required and optional fields for each Field Action Type.
Expand the Advanced Configuration section to control how the suggestion displays to end users. See Adding a Field Action as a Primary Action for more information on each control.
Select Add Follow-up Action.

Marketing users can review and update the configuration of a Field Action while the campaign remains in a Draft status. The Field Action Type cannot be changed after a follow-up action is saved. To use a different type, remove the follow-up action and add a new one.

Multi-action nodes for campaigns are configured on the Builder tab only. See Journey Builder in Campaign Manager for more information.

Activating Campaigns with Field Actions as

Using Suggestions from Campaign Manager Field Actions as

Viewing Field Action Performance as

Marketing Users

Marketing users can track real-time engagement metrics for campaigns that utilize Field Actions. The Performance Summary section of the Overview tab displays the following high-level metrics once a campaign is activated:

Actions Created – The number of Suggestion records created for the campaign
Completed – The number of Suggestion records that are actioned or marked as complete, and that number as a percentage of the actions created
Pending – The number of Suggestion records that are not actioned, not dismissed, not marked as complete, and not expired, and that number as a percentage of the actions created

The same metrics display in the Performance Summary section of the Performance tab, and on the Home tab while the campaign is active. The percentages do not display on the Home tab.

Hovering over a channel icon in any Performance Summary section displays which channels the campaign uses.

Marketing Users can select the Performance tab to view more detailed metrics about the campaign's Field Action activity, including the percentage of field actions that were executed, marked complete, pending, dismissed, and expired. See Viewing Field Action Performance for more information.

Marketing users can track real-time engagement metrics for campaigns that utilize Field Actions. The Campaign Performance Summary section of the Overview tab displays the following high-level metrics once a campaign is activated:

Audience Size – The number of targets who may receive suggestions as part of this campaign
Completed – The count of Suggestion records marked as complete or actioned
Pending – The count of Suggestion records that are not actioned, dismissed, or expired
Dismissed – The count of Suggestion records explicitly dismissed by the user

Users can select the Performance tab to view and download more detailed metrics about the campaign’s Field Action activity. See Viewing Field Action Performance for more information.