Understanding Response Prompt Campaigns
Response Prompt campaigns make sales reps' lives easier. The Response Prompt dropdown menu displays more user-friendly language (as opposed to campaign names, which can be complex, convoluted, or just downright fiddly), so campaign selection and lead qualification are quick and intuitive. Streamlined campaign display neatly sidesteps the default campaign selection popup. To increase visibility, the most recent response is always visible, as well as the one that is tracking the current engagement. From a practical perspective, Response Prompt campaigns enable reps to qualify leads and contacts independently of the related record's score, and to insert repeat campaigns if they need to.
Organizations running in Active Mode should use Response Prompts on their Lead and Contact page layouts. Response Prompt campaigns are a little different from standard campaigns:
- They are always considered qualified, so lead scores are irrelevant.
- They are eligible to bypass the Nurture Timeout date if one is defined
- They allow for the creation of repeat campaign members by users other than the defined Repeat Response user.
- They are available for reactivation from the Response Prompt Reactivation scenario.
Configuring Response Campaigns
Adding the Response Prompt to the UI
The Response Prompt is made available to users in a Salesforce org in one of two ways:
- Adding Response Prompt Visualforce page to Lead/Contact page layouts.
- Adding Response Prompt Lighting Component to Lead/Contact lightning record pages.
NOTE: The Visualforce Response prompt is compatible with Lighting experience, but the Response Prompt Lightning Component cannot be used in Classic.
Page Layouts
From a Lead or Contact page, the Response Prompt is displayed within an embedded Visualforce page called Response Selector (Objectname).
Lead/Contact page layout view in the Edit Layout mode
Lead/Contact page layout view
Above, you see a campaign member listed as the Active Response. This is the campaign member tracking the active funnel.
There is an optional Recommended Follow Up field that will display if the campaign 'Sales Information' field is populated.
You can select a configured Response Prompt campaign, and also see the most recent response below it.
In the dropdown below, you will see the available configured Response Prompt campaigns for that user. The display selection will depend on the following:
- Whether or not the configured filter condition allows the user to see the campaign
- Whether or not a member can be inserted
- For example, if the lead already has a member from that campaign, and a repeat is not possible to insert, the campaign choice will no longer be visible.
The text displayed in front of the Response Prompt dropdown changes depending on whether or not there is an active response:
Without an active response:
With an active response:
Selecting an Additional Sales Campaign and clicking Go will insert a campaign member response.
Lightning Record Pages
Funnel Metrics ships with a Response Prompt Lightning Component that you can place on Lead and Contact Lightning Record Pages. If you plan on using the Lightning Component and all users in your org are using the Lightning Experience, you'll want to remove the Visualforce version from the Lead/Contact page layouts.
Prerequisite: Lightning Components require My Domain, and Domain Deployed to Users. For more information go to Salesforce Setup | Domain Management | My Domain.
Edit Contact (or Lead) Lightning Record Page(s)
Lightning Experience
- From Setup, go to Object Manager and enter the object name (Lead or Contact, in this case) in the Quick Find box.
- Click the Contact (or Lead) object.
- Select Lightning Record Pages.
- Edit each page by dragging and dropping the component named FCRResponseSelector in the right column at the top.
- Save the page.
Here's the Lead/Contact Lightning Record Page in Edit mode:
And here's the Lead/Contact Lightning Record Page in View mode:
Note: If the page is already loaded you may need to refresh the page to see a recently added campaign.
Configuring Response Prompt Campaigns
Response Prompt Campaign Fields
Prior to configuring campaign fields as Response Prompt campaigns, the following should be set within the campaign page layout display:
| Campaign (name) | Edit | Campaign Response Configuration section | Click Bypass Nurture Timeout |
Clicking this checkbox is 'Required.' |
|---|---|
| Campaign (name) |Edit | Campaign Response Configuration section | Repeat Responses Allowed |
Enable this field if you want a selection of this campaign to insert a repeat member if there is one already. |
| Campaign (name) | Advanced Setup | Member Status Values | Default status should be configured as Responded. |
While this is not 'Required' it is strongly recommended. |
Response Prompt Configuration Pages
To configure Response Prompt campaigns, navigate to Main Configuration page | Response Prompts button.
You will configure settings in both the Response Prompt Display section and the Response Prompt Mappings section of the Response UI Prompt Campaign Configuration page.
Response Prompt Display section:
- The checkbox below is selected for most organizations. It disables the ability for a rep to select from the Response Prompt dropdown if there is already an active response.
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Response Prompt UI Configuration page
|
Lead/Contact page |
|---|
Response Prompt Mappings section:
To add a Campaign, specify the Prompt (this is the value displayed in the Response Prompt drop down) | select Campaign | click Add Prompt button.
A campaign can be listed more than once, but a prompt must be unique.
Response Prompt visibility is managed by setting the Filter conditions. When No Filter is set, all users can see all available selections.
Use the Taxonomy Label if you need to localize specific prompts. Adding a Taxonomy Label creates a custom label that you can then localize with the Translation Workbench.
The Trigger Reactivation checkbox, when selected, activates a specific Response Prompt to trigger the Response Prompt Reactivation scenario (if enabled).
Extensibility Model
You can insert a campaign member and treat it as a Response Prompt Campaign in the following ways:
The CreateAssociation Command has parameters called 'treatasrp' & 'treatasrptr'
When this parameter is added, the campaign member is inserted as if it were a Response Prompt campaign, so it will be qualified and repeats may be inserted. The parameter 'treatasrptr' will also trigger the Response Prompt Reactivation scenario if it's enabled.
The function TreatNextCampaignAssociationsAsResponsePrompts allows Apex to insert a campaign member as if it is a Response Prompt campaign.
Global Response Selector Component SDK
The Response Prompt Visualforce page can be displayed with custom code on different pages, e.g. a custom lead conversion page.
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