Sync Fields

Sync Fields

This feature lets you synchronize fields on leads, contacts, accounts, and opportunities to their associated campaign member or campaign influence detail records. These fields are built on the campaign member or campaign influence detail objects, which are the primary hubs Full Circle uses for reporting. Full Circle can be configured to synchronize these fields as they are populated upon create, update, cleared when set to inactive, or cleared after synchronization upon create. They capture specific information that goes beyond the normal funnel metrics. Sync Fields typically fit into the following categories:

• Segments: Geo, revenue size, number of employees, account types
• Selling Cycle: Active Trial, Targeted/Strategic Account
• SLA Visibility: Understanding rep engagement volume, often for the geo or sales team

Lead and Contact Field Synchronization

• Sync on Create: Copies the related lead/contact value to the response (campaign member) when created. Can only be used for lead or contact fields.
• Sync on Update: When a lead or contact is associated with an active response, and the field is updated on the related lead/contact, the update will be reflected on the active response. Can only be used for lead or contact fields.

Additional Contact Field Synchronization

• Sync on Convert: Use this feature if you want to synchronize data up to the response when a lead is converted to a contact. This setting applies to leads with active responses converted to contacts. When checked, the value of the source field on the contact will be updated to the active response after lead conversion. Use this setting to capture any data you want to snapshot from the contact for use post-conversion. Consider lead to contact field mapping.
• Sync on Op-Create: Populated with the value of the source field on the contact. Will be updated to the active response after lead conversion.
• Update Op-Active: Populated with the value of the source field on the contact. Will be updated to the active response upon Opportunity create and until the Opportunity is closed won. Differs from the normal update functionality, which ends upon opportunity creation.

Object-to-object Sync Capabilities

• Lead to Campaign Member
• Contact to Campaign Member
• Campaign Member to Campaign Influence Detail (when influence refresh occurs)

Limitations/Complications

The following complications aren't impossible to work around, but they may require additional formula fields on the related object or workflow rules to set.

• Formulas that hit limits
• Multi-select picklist values
• Lookup fields

Clearing Source Fields

• Clear When Set to Inactive: The field value on the source Lead or Contact will be cleared when the Lead or Contact is set to a status that is Inactive (often when a lead/contact is disqualified, sent back to nurture, or the related opportunity is closed).
• Clear After Sync on Create: Works in conjunction with Sync on Create. If both of these settings are checked, the Source field will be cleared after the data is synced to the response. A common use-case is to synchronize UTM fields from the related lead or contact, then clear them after the synchronization is complete.

Here's a typical setup for syncing leads and campaign member fields: