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Full Circle Insights

Sandbox Refresh Instructions

Overview

 This article provides steps required to enable Full Circle Response Management in a new Developer, Developer Pro or Partial Copy sandbox created from a Production org where Response Management is implemented. This document is not for use for a new Response Management installation. While every customer has unique settings, the generic examples below can be easily translated to your organization. When a sandbox is refreshed based on a Production org running Response Management, metadata are copied but data such as Leads, Campaigns, Contacts and Accounts are not copied to the sandbox.  For this reason, new sandboxes, other than Full sandboxes, require adjustments to the Full Circle Response Management configuration in order to get it up and running.  A Full sandbox refresh does not require any additional adjustments as the Campaigns persist the same ID in the Full Sandbox. In the Sandbox you must recreate a few key Campaigns, and redo the configuration settings. Full Circle Response Management Configuration is located at

Setup | Installed Packages | Manage (by the Full Circle Response Management application)

Step 1: Navigate to Sandbox and Configuration Pages

Launch two separate browser windows and navigate to the Full Circle configuration pages in the Sandbox and Production orgs respectively. 

When you first load the Sandbox configuration page there will be a delay as the cache refreshes – this may take up to 2 minutes because it’s finding the errors related to the missing Campaigns. Full Circle CRM Configuration is located at Setup | Installed Packages | Configure next to the listing for Full Circle Insights Response Management.

Step 2: Create Campaigns in the Sandbox

Create the following Campaigns in the Sandbox. These campaigns are placeholders for functionality and they don’t have to have the same names but they do require certain settings. For these Campaigns make sure the following is true on the Campaigns you create:

  • Repeat Responses is checked
  • Bypass Nurture Timeout is checked
  • If you have the default values – On Repeat Response Timeout Segment select ‘2 Minutes’ or a very short time segment.

Screen Shot 2017-11-06 at 3.06.37 PM.png

  • Set the default Campaign Member Status to one that is configured as Responded.
    • On the Campaign click the Advanced Settings Button.
    • Select Edit.
    • Set the Member Status Value for Responded to default by setting the checkbox to true.  It status value label can be any text string but Responded and Default have to both be checked on the same row.

Screen Shot 2017-11-06 at 3.14.56 PM.png

Create a Response Recovery Campaign

This is a Full Circle system campaign that is used when a response related to an opportunity is deleted and cannot be associated to the previous campaign.

Create Campaigns used in the Response Prompt Visualforce Page

Find which campaigns you need to create by clicking on the Response Prompts button in the Production instance of the Full Circle Response Management Configuration. Here you will see all of the text strings on the left and the related Campaigns you need to create in the Sandbox. Create these campaigns in the Sandbox, and we’ll come back and configure them here later.

Now you have completed the preparation work required before configuring Full Circle Response Management in your Sandbox.  

Step 3: Configure Full Circle Response Management

With both browser windows showing Production and Sandbox orgs, step through each configuration button in the administration console and copy the settings from your Production org to the Sandbox. Keep in mind to always save the page to commit the changes. Usually this is a button labeled Save and return to main.

To insure you don’t inadvertently change Production settings, in the Production org click Cancel when exiting each page. Below are some specific configuration items called out to your attention. In all other cases just copy the settings over.

Response Processing

Here is where you add the Response Recovery Campaign you created earlier. Add the campaign in the lookup field. The Campaign is not saved until you click the Save and return to main button.

Response Prompts

This is where you add the campaigns you created. Enter text and select the campaign and click the Add prompt button. Remember, changes are not saved until you click the Save and return to main button.  

Reactivation Scenarios

Each of these three Reactivation Scenarios has the ability to reactivate a campaign member response or create a response associated with a default campaign.  Check your production org settings to verify whether any default campaigns are referenced in the settings for these scenarios:

  • Score Reactivation
  • Process Builder Reactivation
  • Active Status Reactivation

Create any campaigns as necessary and ensure that the sandbox Campaign IDs are inserted in the scenario settings.

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