General Configuration

General Configuration

Application Enabled: Once you've checked this box, the application will be enabled at the end of the deployment sequence. Disabling this setting without first completing uninstall steps will cause disruption for users.

Enable Debug Logging: Select this setting if Full Circle Insights requests you to do so. This feature is used to troubleshoot if there are issues with the application's performance.

Opportunity Creation

Restrict Opportunity Creation: Select this setting if you want to force active users to create opportunities from the lead conversion page or contacts related list. By default, an error page displays if users attempt to create an opportunity without an active response; however, the error page can be displayed as a browser alert if you have selected Use Gating Alerts. This setting is ignored when you have selected Global Passive Mode.

Use Gating Alerts: Select this setting to display browser pop-ups instead of errors when a user in Active Mode attempts an operation that requires an active response. For example, a sales rep attempting to create an opportunity from a contact with an inactive status and no active campaign member response would get an error or popup. To resolve this, the rep could associate a campaign from the Response Prompt selector. This setting is ignored when you have selected Global Passive Mode.

Do Not Create Opportunity on Lead Conversion: Select if you want Response Management to automatically check the “Do not create a new opportunity upon conversion” box by default.

NOTE: For most customers, this configuration setting is overridden by a similar configuration setting on the Lead Settings page. If you use the RM lead convert override 'FCR_ConvertLeadButton', both this RM configuration and the Lead Settings configuration must be unchecked for the “Do not create a new opportunity upon conversion” check box to be unchecked on the conversion form.

Opportunity Naming Convention: Select this setting to automatically set the name of each new opportunity to begin with the account name followed by a dash. This helps sales reps create standardized opportunity names.

Opportunity Creation Query String: If Restrict Opportunity Creation is selected, enter a string of API names you want used as an opportunity naming convention. You can use contact and opportunity fields in this format: 00N1a000001BZm6=FCR_Status__c. In this example, the code that begins with “00N” is the ID of a field on the opportunity object, which gets populated with the value in the FCR_Status__c field when the user clicks New Opportunity.

Organization Mode Configuration

These settings define how users will interact with the system. If the Global Passive checkbox is selected all users run in a passive context (see below). If the Global Passive checkbox is unchecked, you can define the organization-wide default mode (Active or Passive), and you can override specific profiles or users to run in the opposite mode.

Selecting the checkbox for Global Passive Mode allows all users in your Salesforce org to run in a passive context (see below). If you want to have any users to be active do not select the Global Passive checkbox.

Active Mode requires that a lead have an active response (score qualified and with a campaign member status of "responded") before it can be worked.

Passive Mode doesn't require an active response in order for users to work a lead/contact. Passive Mode data is rarely as complete or accurate as data from Active Mode, so we recommend that you use Active Mode wherever possible. Because Sales and Marketing teams don't always work together, however, we've also made it possible to start in Passive Mode and convert to Active Mode later.

In Hybrid Mode, only certain profiles or users are enforced as active users, while the rest of the organization's users remain in Passive Mode. You can also configure certain lead or contact record types to be passive record types. This way, you can exclude business processes from Active Mode, while not managing specific profile and user settings. Note that for records, there is also a non-response record type that will exclude leads or contacts from being processed by Funnel Metrics at all.

When you create opportunities through lead conversion in Salesforce, the default opportunity name uses the format “Acme Corp.- …”. With Funnel Metrics, you can standardize the default behavior when creating opportunities from the contact record. You can decide to enable Funnel Metrics to mimic this behavior below.

If your org is operating in Hybrid or Passive Mode, you may benefit from Reactivation. Reactivation automatically generates active responses under certain circumstances in order to more fully track an engagement funnel. You can define criteria by which the application can:

• Search back for a previous response to make the active response.
• Search back and turn a non-response into an active response.
• Insert a default campaign response.

Org-Wide Default for Undefined Profiles and Users: If you elect to have certain profiles run in a passive context, use this setting to designate a default setting for the rest of the profiles without having to select each one individually.

Profile And User Overrides: This allows you to select specific users or profiles and click Add Override if you want them to be exempt from the Global Passive Mode selection. This setting is ignored when you have selected Global Passive Mode.

Opportunity Association

Opportunity Association is a beta feature. You can ask for more details from your CSM, and provide feedback and suggestions in our Full Circle Insights Success Community.

If your organization is working in Passive or Hybrid Mode, you have a number of different methods available for creating an Opportunity without requiring a Campaign and Contact Role to be associated with it. This can affect your marketing performance metrics: Without a complete picture of how campaigns affect all opportunities, your Funnel Metrics data will be less complete. On the other hand, however, it's not always possible for a company to enforce Active Mode throughout the whole organization. That's where Opportunity Association comes in.

Opportunity Association allows organizations in Passive or Hybrid Mode to select an existing Active Response associated with the Primary Contact Role. It also enables you to add a default Campaign to associate with Opportunities that do not have one assigned to them upon Opportunity creation. This allows Marketing to link more Opportunities with Campaigns, increasing your visibility into how campaigns from a variety of sources affect pipeline and sales.

To use Opportunity Association, you must have at least one Contact Role associated with each of your Opportunities that are not associated with a Campaign. Of the Contact Roles on the Opportunity, one must be the Primary Contact. If you know you have many Opportunities that you want associated with Campaigns, but they do not have at least one Primary Contact in Contact Roles identified, work with your team or consult with your Full Circle Customer Success Manager to identify custom project options.

Configuring Opportunity Association

To configure Opportunity Association, click the Configure Opportunity Association button to bring up the Opportunity Association page. Here, you'll see a summary of current settings, including if the feature is enabled or disabled.

• To adjust your settings, click Edit. The Configure Opportunity Association window appears.
• Below is an overview of each field and their descriptions:
  • Would you like to enable opportunity association?: Select Yes or No to enable the ability to auto-associate a default Campaign (and related Campaign Member Response) to any of your Opportunities that do not have one associated with it. Toggle this last, after you have updated the other settings, as needed.
  • Which opportunities should not be associated?: By default, Opportunity Association looks for any existing Opportunity with no Campaign and will want to associate it with a default Campaign and Campaign Member Response. Here is where you identify the exceptions you want to filter out. Use the Field, Operator, and Value fields to describe which Opportunities to opt-out from this feature. Use the Add Filter link to add additional filter criteria.
  • Search Timeframe (days): The number of days before the Opportunity's Created Date that the system should search for an associated Active Response from the Primary Contact Role. If an Active Response from the Primary Contact Role was not created within this timeframe, associate the default Campaign to the Opportunity.
  • Default Campaign: When Opportunity Association finds an Opportunity and wants to automatically associate it with a default Campaign record, use this record to identify the default Campaign.
  • Async Delay: The number of minutes the system should wait after an Opportunity is created before trying to associate the Opportunity with a Campaign Member Response. Consider using a delay to account for data updates that may occur from integrations with other systems. For example, a Primary Contact Role could be added shortly after the Opportunity is created, which could impact the type of association made by Opportunity Association.
• Now that you've configured the above settings, toggle the Would you like to enable opportunity association? radio button to Yes. Opportunity Association is now enabled.
• Remember to click the Save and Close button after making any edits. The Opportunity Association page will re-appear.

Running a Bulk Association

A bulk association allows historical Opportunities that are already in your system without an Active Response to become associated. This opens the door to marketing insights where none may have existed before.

• Now that Opportunity Association is enabled, if you want to run a one-time association of opportunities in bulk, click the Run Bulk Association button. The Bulk Opportunity Association window pops up.
  • Date to search from: How far back the system should look when trying to associate Opportunities with Campaign Member Responses. Search is based on the Opportunity Create Date.
  • Date to search through: The upper date bound of what the system should search when trying to associate Opportunities with Campaign Member Responses. Search is based on the Opportunity Create Date.
• The bulk association will honor the filter criteria you set in the Configure Opportunity Association edit window. Any Opportunities created within this search range that already have Campaign Member Responses will not be re-associated. Click the Run Bulk Matching button to begin the bulk matching process. You return to the Opportunity Association page with a confirmation that the bulk association has successfully started.

Asynchronous Profiles & Users

Asynchronous processing is a method for executing tasks “in the background” without the user having to wait for the tasks to finish. Full Circle products rely on asynchronous processing to improve performance and minimize the impact of the application on normal processing. In most cases, asynchronous operations are performed quickly in the same user context as the requester. In some cases, this doesn’t happen. To create redundancy, our backup monitoring system checks the status of the scheduled Apex job any time a Response Management configuration page is updated, and on every trigger.

Defining an active user in the “Asynchronous Profiles & Users” configuration section ensures that this backup monitoring system works as expected. This user or profile should be able to view and update all leads, contacts, accounts, opportunities, campaigns, campaign members, and Full Circle custom objects. Preferably, this user is a System Administrator who uses Salesforce on a regular basis.

To add a user or profile, select “User” or “Profile,” click the lookup icon to choose a specific user or profile, and click Add Async User or Profile to add to the list above. Select the Allow Async checkbox for any user or profile listed to enable them as the running user for asynchronous operations performed by Response Management. Alternatively, click Remove user/profile to delete the user from the list and prevent them from performing asynchronous operations.

Diagnostic Report

Funnel Metrics comes with built-in features that diagnose performance and data issues. The message here indicates whether there are issues. Normally, you will simply see the message "Ok".

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