Enable the Campaign Analytics Tab in Campaigns List Page

You can view reports associated with marketing campaigns through the Analytics side tab from the Campaigns list page. The Analytics tab is hidden by default but you can make it available to your users through the Structure tool.

You can then filter the Analytics tab to display which user-defined or predefined campaign related reports to display to campaign users.

Here's how to expose the Analytics tab in the Campaigns list page.

  1. Sign in as a sales administrator or as a setup user.

  2. Activate a sandbox.

  3. Navigate to Structure, in the Configuration category.

  4. In the Structure page, ensure that the Navigation Configuration tab is selected.

  5. Expand the Sales node and click Campaigns.

  6. From the Edit Page Entry: Campaigns page, select Tabs.

  7. On the Campaign ROI Analytics row, change the value for visible column to Yes.

  8. Test the changes: Navigate to Sales > Campaigns as a user with access to the campaigns pages, for example, as a salesperson. View the campaign and ensure you can see the Analytics side tab in the Campaigns list page.

  9. Publish the sandbox.

Here's how to expose the user-defined Analytic subtabs in the Edit Campaign page.

  1. Navigate to Application Composer, in the Configuration category.

  2. In the navigation tree, expand Standard Objects, expand Campaigns, and click Pages.

  3. Ensure that the Application Pages tab is selected.

  4. In the Details Page Layouts region, duplicate the standard layout by highlighting the standard layout and clicking the Duplicate icon.

  5. Type a new layout name and click Save and Edit.

    The Details Layout page appears.

  6. In the Subtabs Region, click the Hide, Show, or Reorder Subtabs icon.

    The Configure Subtabs dialog box appears.

  7. Move Analytics from the Available Subtabs to the Selected Subtabs window.

  8. Click OK.

  9. Back in the Details Layout page, click Done.

  10. Be sure that the layout status for your user-defined layout is Active.

  11. Test the changes: Navigate to Sales > Campaigns as a user with access to the campaigns pages, for example, as a salesperson. View the campaign and ensure you can see the Analytics side tab in the Campaigns list page.

  12. Publish the sandbox.

For more information, see the Subtabs topic in the Configuring Applications Using Application Composer guide.