Adjusting Page Layouts on Lead/Contact/Campaign Objects

These steps will walk you through adding Conversica fields to your page layouts.

Lead, Contact, Campaign Member, and Person Account Page Setup

For setting up the Campaign Member and Person Account page layout, please disregard steps 1-9 under Visualforce Field Configurations and proceed to add the Conversica Status fields.

Page Layout Configuration

In order to display the Conversica Visualforce and custom field sections on your Lead and Contact pages, you need to create and configure a new Conversica section. Please follow the instructions below for both your Lead Page Layout and your Contact Page Layout.

1. Go to Setup.
   
   

2. Under App Setup, expand Objects and Fields, then expand Object Manager to get to Leads and Page Layouts.
   
   

3. Identify which lead page layouts need to have Conversica information on them. Complete the steps below for each layout by clicking on them.  
   
   

Visualforce Field Configuration

1. Scroll down to the Visualforce Pages category. You may need to open the panel by pressing the arrow.
   
   
    
2. Drag and drop the Visualforce Section where you would like to display Conversica’s lead history on the page.
   
   
    
3. Name the section "Conversica" and ensure the section is set up with:
   • In the Display Section Header On section, check the Detail Page and Edit Page boxes
   • 1-Column layout
     
     
4. Next, drag the LeadEventHistory (ContactEventHistory if you are working Contacts) Visualforce page and drop it in your newly created Conversica section.
   
   
    
5. Upon completion, you will see that the LeadEventHistory Visualforce page has been added. While hovering over the page, click on the properties button (wrench).
   
   
    
6. Set your preferred settings.  In most set-ups, our recommended settings are optimal. However, depending on your organization’s preference, these may differ. These are our recommended Settings:
   • 100% width
   • 500-pixel height
   • Show scrollbars
   
7. Drag the avaCampaignMember Visualforce page, and drop it directly under the LeadEventHistory Visualforce page, still within the Conversica section. 
   
   
    
8. Adjust your settings by clicking the properties button (wrench). These are our recommended Settings:
   • 100% Width
   • 100 pixel Height
   
    
9. Click Save.
   
   

Conversica Status Field Configuration

Next, you need to add the Conversica Status fields to the Lead, Contact, Campaign Member, and Person Account page layout. These fields can be added to a current section, or to a new section.  Below are instructions for creating a new section for your Conversica Status fields. 

1. Drag and drop the Fields Section where you would like to display Conversica’s lead history on the page.
   
   
2. Name your new section "Conversica Status."
   • In the Display Section Header On section, check the Detail Page and Edit Page boxes
   • Select the 2-Column Layout
   • Select the Top-Down Tab-Key Order
     
     
3. Type  “conver” into the Quick Find textbox and select each Conversica field and drag and drop it into your new section.
   
   
   
   • After you select all of the fields, you should have the following fields:
     • Conversation Stage
     • Conversation Stage Date
     • Conversation Status
     • Conversation Status Date
     • Conversica Action Required
     • Conversica Action Required Date
     • Conversica Confirmed Phone 1
     • Conversica Confirmed Phone 2
     • Conversica Date Added
     • Conversica First Message Date
     • Conversica Hot Lead
     • Conversica Hot Lead Date
     • Conversica Last Message Date
     • Conversica Last Response Date
     • Conversica Lead Status
     • Conversica Lead Status Date
     • Conversica Options
     • Conversica Further Action
     • Conversica Further Action Date
     • Conversica Discovered Email 1
     • Conversica Discovered Email 2
     • Conversica Discovered Name
     • Conversica SMS Opt Out
     • Conversica Lead Profile
     • Conversica Conversation
     • Conversica Contact List
     • Conversica Assistant
4. Press Save.
   
   

When you are finished, this should be the end result on the details tab of the object:

Complete steps 1-16 on your Contact, Campaign Member, and Person Account (if applicable) Page Layouts 

If you convert leads to contacts and would like to have all of the Conversica field data passed to the newly created contact, follow the instructions in this article to map the custom lead fields to the custom contact fields.

Campaign Page Setup

1. Go to Setup.
   
   
    
2. Under App Setup, expand Objects and Fields, then expand Object Manager to get to Campaigns and Page Layouts.
   
   
    
3. Identify which Campaign Layouts need to have Conversica. Complete the steps below for each layout by clicking on them.
   
   
    
4. Scroll down to the Visualforce Pages category. Drag and drop a Section where you would like the Conversica Visualforce page to be.
   
   
    
5. On the Section Properties window, name the section Conversica and have the following selected:
   • In the Display Section Header On section, check the Detail Page and Edit Page boxes
   • 1-Column Layout
     
     
6. Go back up in the Visualforce section, and drag and drop CampaignMatch to the Conversica section you just created.
   
   
7. Adjust your settings (click the property wrench).
   • Width: 75%
   • Height: 250
     
     
     
     
      
8. Press Save.
   
   

You have completed adding Conversica to your layouts.  Your next step is to configure your user permissions to allow your team to access Conversica.