Response Management leverages the standard SFDC Campaign Member object to capture funnel metrics and other useful fields for reporting purposes. For a complete glossary of all the fields FCI introduces, please see the Full Circle Reporting Fields Glossary.
•Date response was created
Funnel fields and dates
•Checkbox fields and date fields that are set on the active response as a lead/contact progresses through the funnel (ex. MQL & MQL Date)
Funnel Velocity fields
•Number of days between funnel progression (ex. MQL to SAL)
Campaign name (Repeat Parent)
•Used for reporting on the original campaign that generated repeats
•Direct link to view campaign member record
Net New Name
•When a response is created and a new lead or contact is generated within a timeframe (60 minutes)
•Checkbox field that indicates whether the response is or was opened or not.
Funnel Stage Fields and Dates Example
Funnel Stage Velocity and "Still In" Fields Example
Additional fields can be configured to sync from the Contact/Lead to the Campaign Member for reporting. See the diagram below for a visual of how data flows.
The difference between a Sync field vs Formula field:
A sync field is a custom field on the Campaign Member that syncs the corresponding field from the Lead/Contact when a Campaign Member is created or updated. It is a snapshot in time of that field and behaves like a Salesforce workflow where the trigger is Campaign Member being created or updated. This is different from a formula field, which will always point to what the formula is referencing.
Below is an example configuration for some sync fields on the Lead: