Building a Marketing Campaign Calendar
Introduction
This tutorial explores how a marketing agency, facing challenges with complex campaigns and limited tech resources, adopted the Avonni Calendar. We'll take a closer look at how this component used at screen flow improved their campaign management.
Salesforce architecture setup
Our agency has enhanced Salesforce with custom objects and the Avonni Calendar component. This setup, aligning with our streamlined, user-friendly approach, improves team coordination and task tracking. We'll now explore the specifics of this efficient system.
Custom Objects configuration
Marketing Teams Object: This object stores essential information for each marketing team. Fields include:
Description: A brief overview of the team’s function.
Marketing Team Name: Identifies the team (e.g., Creative, Content, Digital).
Lookup to Campaign Events: Links each team to its associated events, ensuring a clear connection between teams and their tasks.
Campaign Events Object: This object tracks all the campaign-related events. Key fields are:
Description: Details of the event.
Start Date and End Date: Defines the timeline of each event.
Status: A picklist indicating the progress (e.g., Planned, In Progress, Completed).
Owner: The team or individual responsible for the event.
Lookup by Marketing Team: Connects each event to its relevant team, creating an organized structure.
Purpose and Configuration
The Marketing Teams Object serves as a central hub for team-related information. It’s linked to the Campaign Events Object, forming a relational database.
The Campaign Events Object details the specific actions, deadlines, and responsibilities. This detailed structuring allows for easy tracking of each task's progress and effective coordination across different teams.
Utilizing Avonni Calendar
The Avonni Calendar now shows this data visually in Salesforce. Campaign events are displayed on the calendar, using colors to represent different teams, making it easy to see the campaign's progress.
Flow Setup
Step 1: Creating a Screen Flow
Begin by creating a new screen flow.
Choose the 'Screen Flow' option. This flow type allows you to create a user interface that interacts with Salesforce records.
Step 2: Adding a Screen element
Next, we'll add a screen element to build our flow's visual interface, incorporating components for the Marketing Campaign Timeline interface.
Avonni Components Setup
Step 3: Avonni Header
Begin by adding the Avonni Header, a component that creates an attractive header.
Purpose of Avonni Header: We use the Avonni Header to give a clear, visually engaging introduction to the user interface. It sets the context for users, guiding them through the flow quickly and clearly.
Configuring the Avonni Header: Here’s how to configure the Avonni Header for the "Marketing Campaign Timeline". To fully configure the Avonni Header, click the "Open Component Builder" button.
Title Configuration:
Set the title as "Marketing Campaign Timeline".
This title acts as the main heading on your flow screen, immediately informing users about the purpose of the flow.
Caption Setting:
Add a caption: "Schedule".
This provides additional context or a subheading, further clarifying the flow’s function.
IsJoined Option:
Check the 'IsJoined' box.
This option influences the header's design, typically by altering how it integrates with other components on the screen.
Pull to Boundary Setting:
Ensure 'Pull to Boundary' is checked.
This makes the header stretch across the entire width of the screen, creating a more cohesive and professional look.
Avatar Icon Customization:
Choose the avatar icon name as "standard:campaign_members".
Select the size as 'large'.
This icon visually represents the content or theme of your flow, in this case, highlighting the focus on campaign members.
Optional: Adding Button Actions to the Header
You can enhance the Header by adding actions like a 'New' button for creating records. To do this:
Go to the 'Actions' section to set up your buttons.
Remember to configure the button's functionalities by clicking on the 'Interactions' tab. This step is crucial to determine what happens when users interact with these buttons.
Avonni Calendar Configuration
1. Placing the Avonni Calendar Component
Next, drag the Avonni Calendar Component below the previously added Avonni Header. To customize it, open the Component Builder, where you'll find various settings.
2. Connect Your Calendar to Salesforce Data
Go to the "Data Source" section in the Avonni Calendar component. We'll use the "Query Data Source" option to build our query directly within the calendar. This simplifies connecting to your Salesforce data and saves you from setting up multiple data retrieval steps beforehand.
Choose the Salesforce Object for Your Events
In the Query configuration, select the Salesforce object that stores your event information. We chose the "Campaign Event" object for this tutorial because it keeps track of everything related to our marketing campaigns.
3. Configuring Data Mappings
Data mappings are essential for integrating Salesforce data into the Avonni Calendar. This process aligns fields from our query object configuration with attributes in the Avonni Calendar, ensuring accurate data representation.
Title: Select the appropriate field from your Query corresponding the event name in the Campaign Events object.
Name: Use the
recordIdfield to identify each resource uniquely.Resource Name: Map this to the lookup field linking to the Marketing Team object. This is vital for associating each event with the correct team in the calendar.
Label: Select the appropriate field corresponding to the team names in the Marketing Teams object.
Avatar Fallback Icon Name: Choose 'standard:groups' to represent your resources visually.
From: Map to the 'Start Date' field of the Campaign Events object.
To: Use the 'End Date' field from the Campaign Events object.
Make sure you correctly set the "Resource Name" attribute. This is important because it tells the Avonni Calendar component how to organize your resources (like different teams) and allows you to customize their display further.
4. Enhancing the Avonni Calendar with Additional Settings
With the Avonni Calendar's basic setup for our marketing campaign timeline complete, let's explore other settings to enhance its functionality further.
Display Formats
| Selected Display | Description | Image |
|---|---|---|
Timeline | Gives users a linear visual representation of their schedule over a selectable period. | |
Calendar | This is the traditional grid-based view that most people associate with calendars. | |
Agenda | Each entry in the list includes details about the event and is arranged in chronological order. |
Configuring Available Times
Customize time frames in the Available Times section to focus on specific periods relevant to your campaign.
Context Menu Actions
Enhance calendar interactivity with specific actions in the Context Menu Action section, allowing for more dynamic event management.
| Attribute | Description |
|---|---|
Event Actions | |
Empty Spot Actions |
Event Display Options
The Event Display section offers customization for the visual appearance of your calendar events, ensuring they align with the campaign's theme.
Search Engine Integration
Enable a search feature to quickly find items on the Calendar, improving efficiency and user experience.
These additional settings in the Avonni Calendar provide extensive customization options, enabling you to tailor the calendar to your marketing campaign's specific demands and nuances.
Congratulations! You've successfully set up Avonni Calendar to power your marketing campaigns. This user-friendly tool will completely change how your team plans, tracks, and manages all your campaign tasks.
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