Managing multiple campaigns or events is made easier with AAkonsult Campaign Status app which allows you to create default Campaign Status values.
Many areas of Payments2Us relies on specific Campaign status values to be present. The AAkonsult Campaign Status App makes it easier to apply these status's and for them to not to be inadvertently forgotten when a new campaign is created.
1. Download'
1.1. Navigate to App Launcher and select 'Visit AppExchange'
1.2. Search for AAkonsult Campaigns
1.3. Select the Get It Now button
1.4. Login to the AppExchange
1.5. Select either production or sandbox
Sandbox allows you to test the App before applying to your live version.
1.6. Tick the Terms and Conditions checkbox then Confirm and Install!
2. Install
2.1. Install package and specify the user details
2.2. Read details
3. Post Installation
3.4. Select how you would like the status to be handled and SAVE
- Remove All - removes all status values that are not default
- Add/Update - leaves previous status values and allows new ones to be added.
3.6. Create default status values to suit and SAVE
4. Use
Back in Payments2Us
4.2. Select the Type field and re-save
4.3. Select Member Status Values and 'Edit'
4.4. Set your status to default and SAVE
