So, how does Funnel Metrics track a funnel? It leverages the standard Salesforce Campaign Member object. This object is a gold mine of information that fuels our reporting. Here are some of the major fields it uses:
Key Fields
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Response Date •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)
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Campaign name (Repeat Parent) •Used for reporting on the original campaign that generated repeats
View Response •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)
Actionable •Checkbox field that indicates whether the response is or was opened or not.
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Funnel Stage Fields and Dates Example |
Funnel Stage Velocity and "Still In" Fields Example |
For a complete glossary of all the fields FCI introduces, please see the Full Circle Reporting Fields glossary. To store information on the Campaign Member object, you can also use our Sync Fields feature.
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