> ## Documentation Index
> Fetch the complete documentation index at: https://support.fieldko.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Run Field Campaigns

> Plan visits with the same tasks across many accounts and reps, keep reusable account lists, and transfer visits between reps.

A field campaign plans visits with the same tasks across many accounts and reps in one go. Use it for work like a promotion rollout or a range review, so you don't have to plan each visit by hand.

New to field campaigns and call cycles? See [Key Concepts](/getting-started/key-concepts).

| To do this | You need |
| - | - |
| Create field campaigns | FieldKo Manager Permission Set |
| Create and edit account sets | FieldKo Manager Permission Set |
| Change settings on the **FieldKo Configuration** tab | FieldKo Manager Permission Set |

## Before You Begin

* Make sure every rep in the campaign has call cycles that cover the campaign dates. Reps without one don't get visits.
* Make sure each account you plan to include has an owner or account team members, because FieldKo assigns campaign visits to them. Accounts with no matching user don't get a visit. To add reps to an account team, see [Add Members to Account Teams](https://help.salesforce.com/s/articleView?id=sf.accountteam_add.htm\&type=5) in Salesforce Help.

## Create a Field Campaign

A campaign needs a name, dates, the tasks to do, the accounts to visit, and the reps who visit them:

<Steps>
  <Step title="Start a Campaign">
    Click the **Field Campaign** tab, and then click **New Field Campaign**.
  </Step>

  <Step title="Enter a Name and Dates">
    Enter a name and the **From** and **To** dates. The dates must be within your org's business hours, and the end date can't be in the past.
  </Step>

  <Step title="Choose the Tasks">
    Click **Select Tasks and Surveys** or **Use Visit Template**. Then click **Create**.
  </Step>

  <Step title="Choose Accounts">
    Choose accounts in one of these ways:

    * Use filters. To save them, select **Remember Filter Criteria**.
    * Use an existing **Account Set**. To save your selection as a new set, select **Remember Account Selection**.
    * Use the map.
  </Step>

  <Step title="Assign Reps">
    Assign visits to each account's **owner** or to its **account team members**. Accounts with no matching user don't get a visit.
  </Step>
</Steps>

FieldKo creates the visits in the background. You see "Visits assignment initiated successfully. You will receive an email notification when the assignment is complete."

To add more accounts later, open the campaign and click **Plan More Visits For Accounts**.

### When an Account Already Has a Visit

If an account already has a suitable visit during the campaign, FieldKo adds the campaign's tasks to that visit instead of creating a new one. An existing visit is used when all of these are true:

* Its status is **Not Started**, and its planned start is in the future.
* It's planned within the campaign's **From** and **To** dates.
* Its sales representative is the rep the campaign assigns to that account.

FieldKo also adds the campaign name to the start of the visit's name, unless the name already contains it. If the new name would be longer than 79 characters, FieldKo keeps the original name and adds an asterisk (`*`) to the start of it instead. Your admin can stop FieldKo from adding campaign names by selecting **Visit Name Without Field Campaign Name** in the **Field Campaign Configuration** custom setting.

FieldKo creates a new visit for each account that doesn't have a matching visit.

### Delete a Field Campaign

Delete a campaign when you no longer want its visits.

<Warning>
  Deleting a campaign also removes its visits and tasks. FieldKo removes them in the background and sends you an email when it's done.
</Warning>

1. On the **Field Campaign** tab, open the campaign.
2. Click **Delete**.

You see "Field Campaign deletion process has been started, you will receive an email once it is completed". While the deletion runs, you can't plan more visits in that campaign.

### Field Campaign Messages

| Message | What to Do |
| - | - |
| Call Cycles do not exists in Field Campaign Duration for… | Create call cycles for those reps that cover the campaign dates, or ask your admin to. |
| Field Campaign duration must fall in the organisation Business Hours | Change the dates. If the dates look right, ask your admin to check your org's default business hours. |
| Please select at least one task type. | Choose tasks or a visit template. |

### Notify Reps About Campaign Visits

FieldKo can email reps when campaign visits are planned for them. Before you start, make sure you have an active email template stored in an email template folder named **FieldKo**.

Turn on the notification on the **FieldKo Configuration** tab:

1. Click the **FieldKo Configuration** tab, and then click **Visit**.
2. Turn on **Notify Rep on Visit Planning using Field Campaign**.
3. Select the email template.
4. Save your changes.

## Create and Edit Account Sets

An account set is a saved list of accounts. You can reuse it in field campaigns, recurring visits, recurrence patterns, and visit template assignment.

* **To create a set:** On the **Account Set** tab, click **New**. Name the set, and then choose accounts.
* **To edit a set:** Open the set, and then add or remove accounts.

## Set Up Recurrence Patterns

A recurrence pattern records how often an account should be visited, such as every 2 weeks.

1. On the **Recurrence Pattern** tab, click **New**.
2. Select **Weekly** or **Monthly**, and how often.
3. Click **Assign To Accounts**.
4. Choose the accounts.

Accounts then show **Next Expected Visit**, **Next Visit Due** (Past Due or Due in Future), and **Days since Last Checkout**. When a rep checks out in Salesforce and no visit is planned within the pattern, FieldKo asks the rep whether to create the next one.

## Transfer Visits

Transfer visits to hand a rep's visits to someone else, for example while the rep is on leave.

Before you start, check these requirements:

* You can transfer only **Not Started** visits.
* The new rep must own, or be on the account team of, each visit's account.

Move the visits on the **Transfer Visits** tab:

1. Click the **Transfer Visits** tab.
2. Select the **Transfer From** and **Transfer To** reps.
3. On the left calendar, click the visits you want to move.
4. Click **Transfer Visits**.

### When an Account Changes Owner

When an account gets a new owner, FieldKo hands some of the account's data to them:

* **Current ranging:** Always shared with the new owner.
* **Orders from the last month:** Shared with the new owner only if you turn this on in **Transfer Data On Change Of Account Owner**.
* **Future Not Started visits:** Moved to the new owner only if you turn this on in **Transfer Data On Change Of Account Owner**.

To choose what happens to orders and visits, change the settings on the **FieldKo Configuration** tab:

1. Click the **FieldKo Configuration** tab, and then click **Basic**.
2. In **Transfer Data On Change Of Account Owner**, choose whether to share the last month's orders with the new owner and move future **Not Started** visits to them.
3. Save your changes.

## See Also

* [FieldKo for Managers](/managers/overview)
* [Plan Visits in Salesforce](/managers/plan-visits)
* [Track Your Team's Performance](/managers/monitor-your-team)
* [Set Up Call Cycles, Tasks, and Visit Templates](/admin/call-cycles-and-visits)


This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.