Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.


Aura - Panel
tab1
styles{"body":{"text":{"color":"#465671","textAlign":"left","fontWeight":"normal","fontSize":14}},"header":{"backgroundColor":{"color":"#f2f8fa"}},"headline":{"alignment":{"horizontal":"start"},"text":{"text":"Campaign Codes","color":"#002d72","textAlign":"left","fontWeight":"bold","fontSize":26}},"base":{"border":{"bottom":false,"left":true,"right":false,"top":false,"color":"#002d72","width":4,"style":"solid"},"backgroundColor":{"color":"#f2f8fa"},"borderRadius":{"radius":4},"boxShadow":{"shadows":[{"color":"rgba(0, 0, 0, 0.08)","x":0,"y":1,"blur":1,"spread":0},{"color":"rgba(0, 0, 0, 0.16)","x":0,"y":1,"blur":3,"spread":1}]}}}
body<p><br /></p>

With the Combined Residential ApplicationsEmPower+ Application, CLEAResult Shared Services, Contractors, Participating Utilities, and Community Organizers can create Campaign Codes from their Salesforce Application Portal. Once a campaign code is created, a web link will be generated that can be posted to a website or shared with an applicant through email.

  • Campaign codes generated by Contractors or Community Organizers will prepopulate the associated fields on the Partner Information page of the online Combined Residential EmPower+ Application when the customer initiates an application through the associated web link.
  • All applications initiated by the customer through a campaign code generated web link, will be associated with that campaign code and trackable via a linked report.
  • All entities with access to generate a campaign code can set up multiple campaign codes to track different marketing outreach efforts through Salesforce.



UI Steps
sizesmall


UI Step

To create a Campaign Code, log into Salesforce.


UI Step

Access the Generate Campaign tab.

Expand
titlescreenshot



UI Step

On the Generate Campaign tab, a list of all campaigns created by the logged in user are displayed. To create a new Campaign, click Generate Campaign.

Expand
titlescreenshot



UI Step

A modal window will open. Click OK to confirm the request to generate a new Campaign Code (and URL).

Expand
titlescreenshot



UI Step

Back on the Generate Campaign tab, the newly generated Campaign Code will appear on the top of the list. Be sure to check that the Campaign Code status is set to Active. The Campaign URL can be copied and pasted for use in websites or shared through email.

Expand
titlescreenshot



UI Step

Campaign Codes that will no longer be utilized should be switch to Inactive status. 


UI Step

Click the Edit link to the far right of the Campaign Code.

Expand
titlescreenshot



UI Step

On the modal window that opens, click the Status drop-down and change the selection from Active to Inactive. Then click Save Changes.

Expand
titlescreenshot



UI Step

The number of applications that have been received for each campaign code can be viewed on the Generate Campaign Code tab.

Expand
titlescreenshot



UI Step

To view the applications associated with the campaign code, click on the View hyperlink in the Action column.

Expand
titlescreenshot



UI Step

The page will then redirect to the campaign code Record.

Expand
titlescreenshot





HTML
<style type="text/css">
.rwui_button {
background-color: #0073A4;
margin:0px;
}
.rwui_button:hover {
background-color: #002D72;
} 
#com-atlassian-confluence .page-metadata {
display:none;
}
   </style>



HTML
<script type="text/javascript" >
   jQuery(document).ajaxComplete(function() {
      if(jQuery('.ia-fixed-sidebar.collapsed').length == 0 ) {
         jQuery('.expand-collapse-trigger').click();
     };
   });
</script>