Status Mapping

Lead & Contact Status Values

Salesforce has always allowed you to track progress through a Lead lifecycle using the standard Lead Status field. Funnel Metrics adds a custom Contact Status field to track progress from Lead through conversion to Contact. Lead and Contact Status values are synchronized with a field on the Campaign Member object called “Response Status.” Each Lead/Contact Status value is configured as Active or Inactive. Active responses are used to measure and monitor funnel velocity, conversion, and volume.

To establish a funnel, first you'll define your Lead and Contact Status values. These values are also designated as Inactive or Active. Here's what that looks like:

This mapping is visible in the UI on the Campaign Member field Response Status:

As a result of the mapping and the synchronization between the lead/contact and the campaign member, these statuses progress as you manipulate the standard Lead Status and Contact Status fields. You'll notice that some statuses don't map to the lead/contact status because the statuses are set conditionally by the application. Here are some common examples, along with their related conditions:

• Qualified - New Opportunity:  The naming convention for this label varies. Sometimes it's called "Active Opportunity" or "Active Opportunity - System Use."  This value is set when an opportunity is created from the related contact.  When the opportunity is closed, the value will be set to the default "Not Engaged" status to indicate that there's no active engagement in progress.
• Resolved - Already Engaged: This label applies when there is already an active response related to a different campaign. Sales users won't be notified to engage on this response because they are already working with the prospect/customer in relation to an earlier campaign member response.
• Resolved - No Action Required: This label applies when the related lead/contact did not meet threshold for engagement, either due to a nurture timeout or because the score wasn't high enough.
• Resolved - Opportunity Lost: The opportunity created from the related contact was set to closed/lost.
• Resolved - Opportunity Won: The opportunity created from the related contact was set to closed/won.
• Resolved – Existing Opportunity: This label is only applicable in Salesforce Lightning. It's set when a lead with an active response is converted to a contact and an existing opportunity is selected during conversion.

Some orgs have additional custom values. Check your project documentation to see what was set up for you.

Lead/Contact Default Status

You can specify the default status you want to apply to leads or contacts upon record creation, campaign member response applied, opportunity won, and opportunity lost.

Conversion Default Status

Specify the initial status values under certain conditions, or after certain activities in Full Circle Insight Funnel Metrics

Default Active Status Overrides

You can override the default active status set on the lead or contact when a response becomes active based on the campaign source by value on the campaign. When "--- Use Default ---" is selected, the value specified in Lead/Contact default status for status after response will be used.

To use the Default Active Status Overrides, you must check "Disable First Owner Setting" in Advanced Configuration.

These mappings override the "Lead status after response" and "Contact status after response," based on the Campaign Sourced By value. They apply when a response becomes active during Funnel Metrics scoring.

Overrides and reactivation

Default Active Status Overrides work in the following way with the four different Reactivation Scenarios:

• Response Prompt Reactivation: When Response Prompt Reactivation is configured and used, it will be based on the Campaign Sourced By value of the campaign selected in the Response Prompt UI, not the value of the campaign being reactivated.
• Score Reactivation: By default, Score Reactivation will respect the Default Active Status Override configuration. To ignore the overrides, de-select the "Respect status overrides during reactivation" configuration on the Advanced Configuration page. 
• Invocable Reactivation: Within the Invocable Reactivation, there's a configuration called "Lead and Contact Status to Set." When it's set to Yes, these overrides will apply. When it's set to No, the overrides within the Invocable Reactivation configuration will apply.
• Active Status Reactivation: By default, Active Status Reactivation will respect the Default Active Status Override configuration. To ignore the overrides, de-select the "Respect status overrides during reactivation" configuration on the Advanced Configuration page. 

Respect status overrides during reactivation

Score Reactivation and Active Status Reactivation are configurable to either respect or not respect the Default Active Status Overrides. That setting is on the Advanced Configuration page, and it is called "Respect status overrides during reactivation". When checked, the status mapping overrides are respected. When unchecked, they are ignored.

You can override the default status of a contact when converted without an opportunity based on the lead status selected during conversion. The lead status must be configured as Converted in the Lead Status Picklist. 

When "--- Use Default --" is selected, the contact will be set to the value configured for "Contact status when converted with no Opportunity" (default above), or overrides by record type (below).

Active Status Overrides

This configuration applies to status values configured as Active (Active Checkbox is selected) in the status mapping section of this page.

Inactive Status Overrides

This configuration applies to status values configured as Inactive (Active checkbox is not selected) in the status mapping section of this configuration page. The "Overwrite on Merge" checkbox, if selected, will overwrite the contact status when a lead is merged into an existing contact, if the contact has an inactive status. This selection is not available when using the default contact status on conversion without opportunity.
In configuring this section be sure to consider any required picklist values after conversion and how they will affect the user if not populated.

Status Mapping Overrides

Status mapping overrides allows you to override the default status mapping values based on record type.

Once you've adjusted these configurations to your liking, click Save and return to main.