Page layouts

  • Automatically add and remove Campaign Monitor for Salesforce page layouts.

  • Contact, lead and campaign page layouts are automatically updated when you complete the Campaign Monitor for Salesforce setup wizard (unless cancelled during setup).

If for any reason you need to undo this automation or you have and want to re-apply the page layouts follow these instructions.

Page layouts will only be added and removed from standard Salesforce layouts. If you have custom Salesforce layouts, you will need to manually add the layout items (to do this, reference the standard layout items on the standard layouts).

Removing page layouts

  1. In Salesforce, click the App menu at the top right, then select Campaign Monitor admin.

  2. Click the General settings tab.

  3. Select the Maintenance option.

  4. From here choose Remove layouts.

Adding page layouts

  1. In Salesforce, click the App menu at the top right, then select Campaign Monitor admin.

  2. Click the General settings tab.

  3. Select the Maintenance option.

  4. From here choose to Setup layouts.

The following section describes what is updated when adding page layouts automatically:

  • Two related lists added to contact and lead pages are subscriber list memberships and email tracking statistics.

  • The subscriber list memberships displays which lists the contact or lead belongs to. It also provides buttons to quickly add contacts or leads to lists, or unsubscribe them from all lists.

  • Email tracking statistics shows how individual contacts and leads are engaging with your email campaigns.

  • For Salesforce campaigns, you will see a new section with fields allowing you to see tracking statistics.

  • On the Campaign Member related list there is an add members to subscriber list button.

Manual Setup

It is rare but it possible for the code to automatically update your contact, lead or campaign page layouts not to work due to a conflict. A Salesforce administrator or consultant can easily setup the pages using the steps below:

Contact / Lead

1. Go to the contact / lead page layout.

2. Drag onto the page the
a. subscriber list memberships and
b. email tracking history related lists.

3. On the subscriber list memberships related list click the wrench icon.

4. Click on the plus icon for buttons
a. uncheck New and Change Owner
b. Move the appropiate Add and view buttons to selected buttons as well as the unsubscribe all

5. On the email tracking history related list click the wrench icon.

6. Click on the plus icon for buttons uncheck New and Change Owner.

7. Once finished click Save.

The image below shows how the related list should look on the page. If you have more than one page layout you will need to repeat the process.

Campaign

1. Go to the campaign page layout.

2. Optionally create a new section called Campaign Monitor.

3. Drag on the fields below to that section:

a. World View Email Tracking
b. Num Unsubscribed
c. Num Unique Opens
d. Num Spam Complaints
e. Num Recipients
f. Num Opens
g. Num Mentions
h. Num Likes
i. Num Forwards
j. Num Clicks
k. Num Bounced
l. Email Web Version
m. Email Text Version
n. Campaign Monitor Id
o. Campaign Monitor

The image below shows how the related list should look on the page. If you have more than one page layout you will need to repeat the process.

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