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Installation & Configuration

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Detailed steps to install and configure Touchpoint Capture.

Step 1: Salesforce - Install the package

Install the Full Circle Digital Source Tracker package in Salesforce using the install link provided by Full Circle. Note that this package includes everything you need for both Touchpoint Capture and the Daily Aggregate Database. These instructions guide you through installing the package and configuring Touchpoint Capture.

To install, follow these steps:

  1. Log into the org where you would like to install Digital Source Tracker.
  2. Copy and paste the install link into your browser. The install link will be sent to you in an email. Contact your Customer Success Manager if you did not receive a link. 
  3. We recommend installing for administrators only, then assigning permission sets to other users as appropriate.

Step 2: Marketing Automation & Website

In order to track digital touches, there are two places where the Touchpoint Capture JavaScript tag will need to be placed:

  1. Any web page where you would want to track digital touches. This typically includes all pages on your website and all landing pages hosted by your MAP.
  2. All forms that a visitor may submit must have the Touchpoint Capture JavaScript tag in order for digital touches to be saved and associated to the form fill.
Configuring Web Pages

Full Circle will provide you with the snippet of JavaScript code for your pages. Make sure to paste it within the <head> tag of your desired pages. 

Configuration of websites and MAPs will vary. Check with your website or MAP's specific help text to find out how to customize those pages, or work with your webmaster or MAP administrator.

NOTE: Google Tag Manager is blocked by many of the most populate ad/tracking. If you are using Google Tag Manager to place the DST script on your pages, it could result in the script not getting included on the page which would prevent tracking. We recommend placing the DST script directly on your pages in the <head> tag.

Configuring Forms

In order to associate anonymous touches with a person, the Touchpoint Capture JavaScript must be able to capture the form submission. Continue reading to learn about important implementation details for various forms scenarios.

Marketing Automation Forms

Touchpoint Capture is compatible with standard, out of the box forms from Marketo, Hubspot, Eloqua, and Pardot. Simply placing the script tag that we provide on the page where the form lives should allow the Touchpoint Capture JavaScript to capture the form submission. You can work with your Full Circle CSM to test and make sure everything is working as expected.

If you are using Pardot or Hubspot and are embedding forms on external web pages, continue reading below for special configuration that you may need to do.

iframes and Hubspot

If you are embedding your Hubspot form on an external web page and have disabled "Set as raw HTML form" in Hubspot, Touchpoint Capture will not be able to capture the form submission. With this feature disabled, Hubspot places your form within an iframe and there is no way to add custom HTML within the iframe. This prevents you from being able to add the Touchpoint Capture JavaScript to the iframe.

You will need to enable "Set as raw HTML form" in order for DST to capture submissions successfully.

iframes and Pardot

If you are embedding your Pardot form on an external web page, it's done using an iframe. You will need to add the Touchpoint Capture JavaScript tag to both the Pardot layout template associated to your form, as well as the parent page that contains the Pardot embed code.

To add the tag to the Pardot layout template, edit the layout template associated to your form as follows:

  • In Pardot, edit the layout template that your form is associated to
  • Place the Touchpoint Capture JavaScript tag within the <head> tags and save the template
  • To verify that the script is being included in the iframe:
    • Navigate to the page where you have embedded your form.
    • Using the developer console of your browser or viewing the source of the web page, search for "fullcircle.js".
    • You should find the script twice on the page: once in the parent page and once in the Pardot iframe that contains your form.

Lightning_Experience___Salesforce.png

Custom Forms

For custom forms (forms that aren't one of the MAPs above), you will need to do a little more in addition to placing the script tag on the page with the form. There are two solutions available, depending on how the form is being submitted.

Standard Form Submission

If the form is submitted just by clicking a button on the form, your web developer will need to add a class tag to the form so that Touchpoint Capture knows to track the form submission. Here's the code snippet:

// add fcidstform class attribute to hook into the Full Circle DST trackFormFill function
<form class="fcidstform">
    <!-- other form stuff here -->
</form>

Our JavaScript looks for a form field with an id of "email". If your forms use an id other than that, you'll need to let our script know what id to look for. You'll need to add a small bit of custom code that will execute after our script has finished loading. Here's the code snippet:

// replace myCustomEmailFieldId with the actual id of the email field from your form.
window.addEventListener('fcdscOnLoad', function(e) {
    fcdsc.setEmailFieldId('myCustomEmailFieldId');
});

Programmatic Form Submission

If the form is being submitted programmatically via JavaScript, your web developer will need to add a small bit of custom code that will execute either immediately before or after the form has been submitted. Here are the code snippets they'll need:

// use this code snippet if you don't redirect after form submission
fcdsc.trackFormFill(emailAddressFromFormField);

// use this code snippet if you redirect after form submission
fcdsc.trackFormFill(emailAddressFromFormField).then( // do something, like redirect);
Configuring Cookie Consent Forms

If you have a cookie consent form on your site, you can configure it to notify DST whether a visitor has opted in or out of cookie tracking. Your web developer will need to add a small bit of code that will execute after a visitor has clicked to opt out of cookie tracking, and similarly add a small bit of code that will execute after a visitor has clicked to opt in to cookie tracking. Here are the code snippets they'll need:

// use this code snippet when a visitor has chosen to opt out of tracking - and their choice only affects the current page
fcdsc.trackingOptOut();

// use this code snippet when a visitor has chosen to opt out of tracking - and their choice should persist across the session
// this creates a session cookie that notifies DST to not track the visitor during this session
fcdsc.trackingOptOut(true);

// use this code snippet when a visitor has chosen to opt in to tracking
fcdsc.trackingOptIn();

Integrating these code snippets into your cookie consent form ensures that DST will respect the visitor's selection.

Step 3: Salesforce - Finalize Configuration

Assign Permission Sets

Permission set assignments allow you to control which users have certain types of access to Digital Source Tracker features.

Full Circle Digital Source Tracker

Before you configure Touchpoint Capture, first assign this permission set to yourself and any other appropriate users. This permission set allows you to view all Touchpoint Capture fields, reports, and dashboards, and to configure the product through the configuration page. This includes the ability to turn the product on or off.

To do this:

Navigate to Setup | Manage Users | Permissions Sets | Full Circle Digital Source Tracker

Select Manage Assignments, then Add Assignments

Select the users who should have access, then click Assign | Done.

Full Circle Digital Source Tracker End User

NOTE: If you have already assigned the Full Circle Digital Source Tracker permission set to certain users, you do not have to assign those same users the End User permission set.

If you would like certain users to only have access to viewing Touchpoint Capture fields, reports, and dashboards, but not have the ability to configure the product, assign them the Full Circle Digital Source Tracker End User permission set:

Navigate to Setup | Manage Users | Permissions Sets | Full Circle Digital Source Tracker End User

Select Manage Assignments then Add Assignments

Select the users who should have access, then click Assign | Done. 

 

Modify Page Layouts

After Touchpoint Capture is installed, you will need to add the feature's custom fields to your relevant Campaign and Campaign Member page layouts in Salesforce. This will allow users to see the Touchpoint Capture data.

Campaign Member Page Layout Additions

  1. Navigate to Setup | Customize | Campaigns | Campaign Members | Page Layouts | Edit.
  2. Select the page layouts to modify.
  3. Add a section to the page layout labeled Full Circle Digital Source Tracker.
  4. Place the following fields into the new section. (See screenshot below for recommended ordering):
    • FCI Digital Touchpoint
    • FCI First Digital Touchpoint
    • FCI Property Domain
    • FCI Property Location
    • FCI Raw URL
    • FCI Referrer Page
    • FCI Referrer Page Raw
    • FCI UTM Campaign
    • FCI UTM Content
    • FCI UTM Term
    • FCI UTM Medium
    • FCI UTM Source
    • FCI Visit Date/Time
    • FCI Source Tracker Visit ID
    • FCI Source Tracker Last Update
    • FCI Number of Middle Touchpoints
    • FCI Number of Total TouchpointsScreenshot 2024-08-14 at 2.26.23 PM.png
  5. Add a section to the page layout below the previous one, labeled Full Circle Digital Source Tracker Session Landing Page.
  6. Place the following fields into the new section. (See screenshot below for recommended ordering):
    • FCI Session Landing Page UTM Campaign
    • FCI Session Landing Page UTM Content
    • FCI Session Landing Page UTM Term
    • FCI Session Landing Page UTM Medium
    • FCI Session Landing Page UTM Source
    • FCI Session Landing Page Property Domain
    • FCI Session Landing Property Location
    • FCI Session Raw URL
    • FCI Session Landing Page Referrer Page
    • FCI Session Landing Referrer Page Raw
    • FCI Session Landing Page Visit Date/Time
    • FCI Session Landing Page Visit IDScreenshot 2024-08-14 at 2.32.34 PM.png

Campaign Page Layout Additions

  1. Navigate to Setup | Customize | Campaigns | Page Layouts | Edit.
  2. Select the page layouts to modify.
  3. Place the FCI Capture Digital Touchpoint Data field on the header section.

Campaign Influence Detail Page Layout Additions

As part of the Digital Source Tracker package installation, the Campaign Influence Detail object will automatically be updated to also contain the related Touchpoint Capture fields.  

Set the FC Capture Digital Touchpoint Data Field on Digital Campaigns

For every Campaign in your Salesforce organization that represents a digital campaign, check the FC Capture Digital Touchpoint Data checkbox field. DST will only attempt to retrieve digital touchpoint data (e.g. UTM parameters) for Campaign Members that are part of Campaigns with this box checked.

Modify Custom Report Types

After Touchpoint Capture is installed, you will need to add the feature's custom fields to your relevant Full Circle custom report types in Salesforce. This will allow users to select relevant Touchpoint Capture fields when creating reports.

These instructions help you add the fields to a custom report type that shipped with Response Management.

NOTE: If you have created your own custom report types, remember to add these fields to those report types, too.

To edit the custom report type:

  1. Navigate to Setup.
  2. From the Quick Find search bar, type "Report Types."
  3. Select Report Types from the sidebar search result. A Custom Report Type introductory page appears. Click Continue.
  4. From the list of all custom report types, locate and click the one called Campaign Influence Detail w/Related Objects (CRT).
  5. From the custom report type detail page, scroll to the Fields Available for Reports section. Click Edit Layout.
  6. Click Create New Section to create a new section called "Full Circle Digital Source Tracker Fields." Click OK when done.
  7. On the right sidebar, locate the Campaign Influence Detail Fields selection box.
  8. Locate, click, and drag the following Digital Source Tracker fields from the selection box to the new section that you just created. You may need to click the Next Page or Previous Page navigation buttons within the selection box to find all these fields. These are equivalent to the fields you see on the Campaign Member record.
    1. UTM Term
    2. UTM Source
    3. UTM Medium
    4. UTM Content
    5. UTM Campaign
    6. Referrer Page Raw
    7. Referrer Page
    8. Property Location
    9. Property Domain
    10. First Digital Touch to New Name
    11. First Digital Touch
    12. Digital Touch
    13. Raw URL
    14. Session Landing Page UTM Term
    15. Session Landing Page UTM Source
    16. Session Landing Page UTM Medium
    17. Session Landing Page UTM Content
    18. Session Landing Page UTM Campaign
    19. Session Landing Page Referrer Page Raw
    20. Session Landing Page Referrer Page
    21. Session Landing Page Property Location
    22. Session Landing Page Property Domain
    23. Session Landing Page Raw URL
  9. To add the additional DST field that appears on the Campaign record, from this Edit Custom Report Type detail page, locate the "Add fields related via lookup" link from the same selection box where you just found the other Digital Source Tracker Fields. Click that link. An Add Fields via Lookup popup box appears.
  10. Click the Campaign link.
  11. Locate the FCI Capture Digital Touchpoint Data checkbox. If it is empty, check the box.
  12. Click OK. That field is now visible on Campaign Influence Detail reports.
  13. Click Save.
Configure and Enable the Application

Digital Source Tracker can be configured and enabled through the Full Circle Response Management configuration page.

Navigate to Setup | Installed Packages, click Configure next to the Full Circle Response Management package, and choose Digital Source Tracker.

To enable the application, select Yes under Would you like to enable Touchpoint Capture?

Customer ID, API Key & API Base URL

These keys will be provided to you by Full Circle once you purchase an application license. Enter the three keys provided to you. If you do not have these, please refer to your welcome email or contact your Customer Success Manager.

Default Initial Touch Campaign

The first anonymous digital touches will be placed in this campaign once a form fill is submitted. Campaign should have Enable Repeat Responses and Exclude from Reactivation set to true.

Enable Middle Touchpoint Sync?

Select "Yes" to sync digital touchpoints occurring before form fill and after initial digital touchpoints (middle touches) to Salesforce.

Default Middle Touch Campaign

All digital middle touches will be placed in this campaign once a form fill is submitted (only selectable if Middle Touches is enabled). Campaign should have Enable Repeat Responses and Exclude from Reactivation set to true.

Maximum Number of Middle Touch Campaign Repeats

In order to sync multiple middle touches, repeat campaigns must be created on the selected Middle Touch Campaign. You can specify the maximum number of repeats allowed for the middle touch campaign. 
Note: This value cannot exceed the Repeat Campaign Limit, which determines the maximum number of repeats in Response Processing Configuration.

Remote Sites

When you install the Digital Source Tracker package, the Remote Site for Source Tracker's API will automatically be added to the list of Remote Sites in your Salesforce org. In order to verify this, please follow these steps:

  1. Navigate to Setup | Security Controls | Remote Sites
  2. Ensure that our remote site URL is listed. The Remote Site name is "Full Circle Digital Source Tracker."
  3. Check that the Remote Site URL matches the subdomain used in the API Base URL on the Digital Source Tracker configuration page. For example, if your API Base URL is "https://st-eu-west-1.fullcircleinsights.com/v1", edit the Remote Site URL to "https://st-eu-west-1.fullcircleinsights.com".
  4. If the remote site is not already active, edit it and make it active.
Sync From any User?

If you select yes, the application will retrieve data via the API for all Campaign Member records, regardless of the created user.  

If you select no, you'll need to select one or more users that will be creating the digital Campaign Member records

Designated Users

The application will only attempt to retrieve data via the API for Campaign Member records that are inserted by users designated in this list.  (NOTE:  If you select yes to "Sync From Any User", you will not need to specify any users in this setting.

Batch Job: Interval

When the API is called from our JavaScript on your webpages, digital touch information is entered into a queue to be saved in an external database. This process can sometimes take several minutes. When the Salesforce trigger requests that data, it's possible that the API response may return empty data if the data has not yet been processed and saved. 

The application runs a "Batch Job" to retrieve data for Campaign Members at the frequency specified in this field. The default (and recommended) interval is 60 minutes, and the maximum value allowed is 1,440.

Batch Job: Number of Hours to Query

The Batch Job will attempt to retrieve data from Campaign Members created within the time frame specified in this field. For example, if you enter 1 Hour into this field, the Batch Job will attempt to retrieve data from Campaign Members created in the last hour only. You can increase this number to widen the scope of Campaign Members our application evaluates. The default value is 24 and the maximum value allowed is 1460.

Always Associate Last Touchpoint

Default value is "Yes." If "Yes," Touchpoint Capture will always sync data from the last digital touchpoint to the form fill Campaign Member record. If "No," Touchpoint Capture will only sync this data if the form fill occurred within a specified number of hours of the last digital touchpoint. See Number of Hours for Form Fill Association below.

If you have this set to "No" and a form-fill campaign member gets created, but the last touchpoint occurred before the specified time, DST will create a new Anonymous Digital Touch Campaign member and populate the digital touchpoint data there instead of on the form-fill campaign member. For example, if this setting is configured to "No," the "Number of Hours for Form Fill Submission" is set to 24 hours, and the last touchpoint for a particular lead/contact occurred over 24 hours before the form-fill campaign member got created, then DST creates a new Anonymous Digital Touch Campaign member and populates the last touchpoint data there instead of on the form-fill campaign member.

If you would like the last touchpoint data to always appear on the form-fill campaign member regardless of the time gap, set “Always associate last touchpoint with form fill Campaign Member?” to "Yes."

For some examples of the implications of this setting and more context, please read Additional Information on "Always Associate Last Touchpoint" and "Number of Hours for Form Fill Association" Settings.

Number of Hours for Form Fill Association

This setting is only available if "Always Associate Last Touchpoint" is set to false. If the time between the last digital touchpoint and the form fill is less than or equal to this value, then the last digital touchpoint data will be synced to the form fill Campaign Member record.

For some examples of the implications of this setting and more context, please read Additional Information on "Always Associate Last Touchpoint" and "Number of Hours for Form Fill Association" Settings.

Logging Level

To ensure that we can assist you, Touchpoint Capture logs debugging information to the Response Management event logs. This field should be set to NONE by default. If you encounter an issue, our team may ask you to change this field to INFO or FINE.

Settings Definitions:

  • NONE: Log errors only.
  • INFO: Medium amount of information in our logs.
  • FINE: Returns the full response details from our API.
Channel and Subchannel Mapping

Beginning with version 1.20 of DST, the Campaign Member object has fields called Channel and Subchannel. By clicking on the Configure Channel Mapping button on the Touchpoint Capture Advanced Configuration tab, you can configure how you want these fields to be set based on values in UTM Source, UTM Medium, UTM Campaign, and Referring Website fields.

When setting up each mapping, the values in the UTM Source, UTM Medium, UTM Campaign, and Referring Website fields can use these special characters for patterns:

  • Place a value within asterisks (*) to indicate that this value can be anywhere within the corresponding field.
    • For example, a mapping setting with UTM Source set to *youtube* will match with a Campaign Member that has a UTM Source value of paid-youtube-ads.
  • If there are multiple values for a field that should match for a mapping, enter all of the possible values separated by a semicolon (;).
    • For example, a mapping setting with UTM Medium set to ppc;cpc;paid will match with a Campaign Member that has a UTM Medium value of cpc (or with a Campaign Member that has a UTM Medium value of ppc or paid).

By default, the mappings will use the fields included in the DST package: UTM Source, UTM Medium, UTM Campaign, and Referrer Page. If you want to use other fields instead (for example, your own custom UTM Source field), select the alternate field from the drop-down list of Campaign Member fields:

Screenshot 2024-11-18 at 4.14.56 PM.png

If you would like to include the Channel and Subchannel fields in attribution reporting:

  1. Create Channel and Subchannel custom fields on the Campaign Influence Detail custom object.
  2. Set up field synchronization by going to Full Circle Configuration --> Funnel Metrics --> Sync Fields and adding rows in the Campaign Influence Detail Field Synchronization section for the Channel and Subchannel fields.

Support

Do you need further assistance or have additional questions? Contact our Customer Success team by logging a case in the Full Circle Customer Success Community.

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