Assignment and Notification

Assignment

Funnel Metrics' Assignment Engine was developed before assignment was a standard function of marketing automation tools. Now that this technology has become commonplace, fewer businesses need this engine. If your company has implemented it, it may be performing the following functions:

• Trigger ownership changes out of queues back to reps
• Trigger a third party assignment engine such as distribution engine

Your project documentation details how this has been set up.

Notification

Just as assignment is now part and parcel of marketing automation software, most companies also now take care of their own notifications. Full Circle can send notifications to record owners under the following conditions:

• On a new active response
• On an additional response
• Responses go to the OWNER of the lead/contact

Things to consider:

• We have limited additional delegated notifications on the user record for a specific user or email address.
• There is a campaign notification override that gives more granularity to restrict notifications at a specific campaign level.
• We don’t notify on response prompt campaigns unless specifically requested to do so.
• An org-wide email address is required to use this functionality.