How do I Create a Master Layout in Campaigns App?

Updated on January 17, 2018 04:04AM by Admin

Custom attributes are nothing but the fields which are unique in your Campaigns App. It can be created, modified, and customized. You will also find your attributes of different data types such as text, numbers, date, currency, etc, Master layouts in Campaigns App allow you to add up the custom fields as per your requirement. There are few stand-alone steps to be followed to access settings to customize custom attributes.

Steps to Customize Master Layout Attributes:

  1. Log in and access Campaigns app from universal navigation menu bar.
  2. Click on “More” and select “Settings” from app header bar.
  3. Click on “Customize App” drop-down and select “Master layout” from left navigation panel.
    master layout
    : If you are standard plan user, then you need to upgrade your account to use this master layout feature.It would be notified as below:
    plan upgrade
  4. To add a custom field, For instance: Consider an employee (Katie Dustin), who wants to add a custom section “Detailed Information” with the custom fields “Description” and “Category”. In that case, he can add these additional attributes by customizing the master layout.
  5. Drag “Two Column” section from the “Palette” and drop it on the specified location.
    drag two column section
  6. Click on the section name and rename it as “Detailed Information” in the “Inspector” tab.
    rename custom section
  7. Now, to insert attributes, drag and drop the attributes from the “Attributes” section under “Palette”.
    create custom attributes
  8. Click on “Save” to save the changes made.

You have now created your own layout in your Campaigns App which can now be viewed in the homepage.

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