Campaigns
Campaigns
The Campaign enhancement allows you to process a scan as a Salesforce Lead or Contact and add it to an active campaign all from the Scan app. The Campaign enhancement can be found on the Save to Salesforce screen (when sending scans to the Scanning Queue in Salesforce) and the Destination screen (Processing scans as Leads or Contacts from your device).
A campaign can be selected by tapping the "Campaign" enhancement icon. On the campaign screen, you will be prompted to search for and select a campaign. You can search for a campaign by typing the campaign name in the search box.
Once selected, the campaign will remain selected until removed or a new campaign is selected.
After selecting a campaign a checkmark will appear over the Campaign enhancement and the campaign name will be displayed under the enhancement icons.
Selecting a Campaign
You can select a campaign using the Campaign enhancement on either the Save to Salesforce screen (when sending scans to the Scanning Queue) or the Destination screen (when processing scans on your device).
Once a campaign is selected, it will remain active until you remove it or choose another campaign.
To select a campaign:
1. On the Save to Salesforce screen or the Destination screen, tap the Campaign enhancement icon.
2. In the campaign selection screen, search for the desired campaign.
3. Select the campaign from the search results.
If sending a scan to the Scanning Queue, the scan will be added to the campaign once it’s saved as a Lead or Contact in Salesforce. If you’re processing the scan on your device, it will be added to the campaign when you save it as a Lead or Contact.
How To Remove A Salesforce Campaign
Option 1:
On the Save to Salesforce screen or the Destination screen, tap the "X" next to the currently selected campaign.
Option 2:
On either the Save to Salesforce screen or the Destination screen, tap the Campaign enhancement.
On the campaign search screen, tap "Reset" at the top right.
Scanning Queue
Scans sent to the Scanning Queue with a selected campaign won't be added to the campaign until the Scanning Queue entry is saved as a Lead or Contact.
In the Scanning Queue, the CampaignID field on the Scan Item record displays the ID of the selected campaign.
Once the record is saved as a Lead or Contact, it will be added to the campaign.
