Add Mailer History to Campaigns

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Add Mailer History to Campaigns

Modify Campaign Page Layout(s)

 

Add Mailer History Related List to Campaign Page Layout(s)

 

For each Campaign Page Layout your Users utilize, and which should display Mailer History as a related list, edit that Page Layout and add the Mailer History Related List as shown below:

PageLayouts_Campaigns_MH

Recommended Columns - We recommend you include and sequence the fields as shown in the image above including Mailer History, Contact, Lead, Order Status, Date Submitted, Date Mailed, Date Delivered, & Delivery Status.

Sort By - Set the Sort by to be "Mailer History" and Descending.

PageLayouts_Campaigns_MHSelectColumns

 

 

Buttons - In terms of Buttons on the Related List, edit the Button settings to UNCHECK the NEW button, and then add the "Send Mailers" (plural) custom button, as shown below.

PageLayouts_Campaigns_MHButtons