Configure Apps for Campaigns

All published apps are available in the app library. As the System Administrator, you must install the app, configure it for business users and track the configured campaign. App configuration involves the following steps:

  • Install all published apps from the app library
  • Configure users for the installed apps

The right to configure apps is available only with the SMS-Magic Converse Admin and cannot be shared with any other user.

  1. Log in to Salesforce and click the Campaign Manager tab on the header row. The Campaign Manager home page appears.

  2. Click on the top right corner. The Configure Apps for Campaigns page appears.

  3. The SMS-Magic Converse App Library displays only apps that are published and active.
    For additional apps not in the library, contact the SMS-Magic Administrator.
  4. Hover over the name and click Install. The Installation pop-up window appears.

  5. Click Start Installation. The installation process begins.
  6. On completion, the App appears under app library view as well as under Configure Converse App.

  7. Click Configure App under the relevant app you want to configure. The Configure for Campaign pop-up window appears.

  8. Type the app name and description.
  9. Under Assign Users, click within the field and select the users you want to assign to the app, from the drop-down list that appears.
  10. Click Save. The configured app appears under the Campaign Manager home page.

  11. ICONDESCRIPTION
    To search for an app.
    To sort the app list.
    To refresh the list.

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