Source: https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CampaignManager/Details/FieldActions.htm ## Sending Field Actions Using Campaign Manager To improve collaboration with end user activities, Campaign Manager includes Field Action, a channel that allows marketers to directly create and send Suggestions to end users. Marketing users can prompt end users to record a call or send a specific email in response to an HCP's engagement. 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. **Who can use this feature?** * Marketing User - Browser * [Adding a Field Action as a Primary Action](#Adding) * [Adding a Field Action as a Follow-up Action](#Adding2) * [Activating Campaigns with Field Actions](#Activati) * [Viewing Field Action Performance](#Viewing) * End User - iPad, iPhone * [Using Suggestions from Campaign Manager Field Actions](#Using) * Users require a Campaign Manager license ### Configuring Field Actions for [![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)Marketing Users](#) To configure this feature, ensure the following features are configured: * [Configuring Campaign Manager](../Config/ConfigCM.htm) * [Configuring Suggestions](../../Suggestions/Config/SuggestionsConfig.htm) [![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)End Users](#) To configure this feature, ensure [Configuring Suggestions](../../Suggestions/Config/SuggestionsConfig.htm) is complete. ### Adding a Field Action as a Primary Action as [![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)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: 1. Navigate to the **Overview** tab of the appropriate campaign. 2. Navigate to the **Add Details** section. 3. Select the **Channel** picklist for the appropriate segment flow, or for the entire campaign when using [Single Action Campaign and Journeys.](../Creating/SingleAction.htm) ![](../../../Resources/Images/CampaignManager/FieldActions.png) 4. Select **Field Action**. ![](../../../Resources/Images/CampaignManager/FieldActions1.png) 5. 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. ![](../../../Resources/Images/CampaignManager/FieldActions2.png) 6. Select the appropriate territory from the list. 7. 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. ![](../../../Resources/Images/CampaignManager/FieldActions3.png) 8. Select either the **Call** or **Email** tile for the Field Action Type. 9. Populate the following fields, based on the selected Field Action Type: * Call * Title * Priority * Planned Call Channel * Planned Call Date * Field Action Details * Email * Title * Priority * Field Action Details * Select Email Template – Select the appropriate email template 10. Populate the appropriate **Expiration Date**. This field is optional. ![](../../../Resources/Images/CampaignManager/FieldActions4.png) 11. Select **Create Field Action**. ### Adding a Field Action as a Follow-up Action as [![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)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: 1. Navigate to the appropriate [segment flow](Segments.htm). 2. Select **+ Add Follow-up Action** at the bottom of the flow's section. ![](../../../Resources/Images/CampaignManager/FieldActions5.png) 3. Select **Field Action** as the channel. ![](../../../Resources/Images/CampaignManager/FieldActions6.png) 4. Populate the appropriate follow-up condition fields. See [Adding Follow-up Actions](CreatingFollowupActions.htm#Adding) for more information. 5. Select either the **Call** or **Email** tile for the Field Action Type. 6. Populate the following fields, based on the selected Field Action Type: * Call * Title * Priority * Planned Call Channel * Planned Call Date * Field Action Details * Email * Title * Priority * Field Action Details * Select Email Template – Select the appropriate email template 7. Populate the appropriate **Expiration Date**. This field is optional. ![](../../../Resources/Images/CampaignManager/FieldActions7.png) 8. Populate all other fields appropriately. See [Adding Follow-up Actions](CreatingFollowupActions.htm#Adding) for more information. 9. Select **Add Follow-up Action**. ### Activating Campaigns with Field Actions as [![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)Marketing Users](#) Once the campaign is fully configured, marketing users can activate the campaign immediately, or schedule it for a future date and time. See [Activating the Campaign](../Activating/ActivatingCampaign.htm) for more information. Once activated, [Suggestion](../../Suggestions/SuggestionsOverview.htm) records are created for each eligible target and assigned to the appropriate end user. ### Using Suggestions from Campaign Manager Field Actions as [![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)End Users](#) End users can view suggestions created from Campaign Manager Field Actions via the [Suggestions tile](../../Suggestions/UsingSuggestions/HomePageTile.htm). From the Suggestions tile, end users can either [schedule a call from a suggestion](../../Suggestions/UsingSuggestions/SchedulingCallfromSugg.htm) or [send an email from a suggestion](../../Suggestions/UsingSuggestions/EmailfromSuggestion.htm), depending on the selected Field Action Type, as well as dismiss the suggestion or mark the suggestion as complete. ### Viewing Field Action Performance as [![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)Marketing Users](#) 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 ![](../../../Resources/Images/CampaignManager/FieldActions8.png) 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](../Performance/CampaignPerformanceDetails.htm#Viewing2) for more information. ### Related Topics [Creating Follow-up Actions](CreatingFollowupActions.htm) [Scheduling a Call from a Suggestion](../../Suggestions/UsingSuggestions/SchedulingCallfromSugg.htm) [Using Approved Email for Suggestions](../../Suggestions/UsingSuggestions/EmailfromSuggestion.htm)