Response Prompts

Response Prompts

If your org is running in Active or Hybrid mode, reps will need to create an active response on a lead or contact in order to engage with them. To do this, they'll associate a lead/contact with a campaign using Funnel Metrics' response prompt selector, which is a Visualforce page placed in the lead/contact page layout. The response prompt selectors display available campaigns.

Response Prompt campaigns must be configured with the following settings:

• Always Qualified
• Bypass Nurture timeout is true
• May allow repeats
• May switch a non-response to a response
• May have filtered views

To view the configuration, navigate to the Response Management admin console and click on Response Prompts.

Response Prompt Display: When checked, the response prompt will be unavailable when a Lead or Contact has an Active Response. Use this to prevent Sales reps from associating additional responses to an active Lead/Contact. This setting applies to all active responses including those associated to opportunities. To enable the display when the only responses on a contact are associated to opportunities, go to the Contact Response Rules Section on the Response Processing configuration page.

Response Prompt Mappings: Here's where you can designate which campaigns and labels to apply. On the lead or contact page, select a campaign against which to create an active campaign response. You can assign whichever label you prefer and select the relevant campaign via the look-up.

You can apply filter conditions to limit the campaigns viewed by Campaign Owner Only, By User Role or By User Role & Subordinates. When filtering, only User Roles with PortalType = None are queried.

Once you've adjusted these configurations to suit your needs, navigate to "Advanced Setup" and make sure the default value is set to "Responded." Then click Save and return to main.