FCI Release Notes for Funnel Metrics Jul 2023 - Major Release

Release Schedule

Release At-a-Glance

Improvements

Attribution for Account Campaign Members

What:

In Salesforce there is the ability to add Accounts as Campaign Members. Up until now, Full Circle Attribution did not consider these campaign members in attribution calculations. As of this release, customers that use Accounts as Campaign Members will be able to include these campaign members in Full Circle Attribution calculations.

Where:

You will be able to enable this new option in the Attribution Model Configuration. Note that you have to have Account Campaign Members enabled in Salesforce to see and enable the option.

Why:

There are a few reasons why organizations may want to use Accounts as Campaign Members.

1. The decision maker is unknown: If you have engaged with several different contacts from the same account (e.g. at an event), it may be unclear who the decision maker is. With Accounts as Campaign members, you could send email to all contacts on an account without selecting each individual contact.
2. Protection if decision maker leaves: Accounts as Campaign Members can minimize the disruption of losing a decision maker by ensuring that you don't lose contact in your marketing efforts. This can prevent you from missing out on potential opportunities.

If you are using Account Campaign Members, you may want to get a complete picture of your campaign attribution to include the campaigns associated to accounts and not just people. You would do this by enabling Attribution for Account Campaign Members in your model settings.

Key considerations

• To see and enable in the Attribution Model settings, your org must have Account Campaign Members enabled in Salesforce.
• An Account Campaign Member weighting must be specified in the model settings to get attribution calculations for these campaign members.

Default Active Status Override applied to Reactivation Scenarios

What:

All reactivation scenarios can now respect any Default Active Status Overrides as defined in the Funnel Metrics Configuration. These overrides will now be applicable to all reactivation scenarios.

Where:

The place to apply Default Active Status overrides is in the Status Mapping section of Funnel Metrics configuration. If you are an existing customer, you will need to enable this option in the Advanced Configuration section of Funnel Metrics configuration.

Why:

Customers would choose to use Default Active Status Overrides to have different default status values based on the different funnels defined. For instance, you may want your initial active status to be "Working" for a Sales funnel, whereas the default status may be "Open - Not Contacted" for a Marketing funnel. If you have these overrides applied, you would likely also want these default status values to be respected when a new funnel was created through a Reactivation Scenario.

Key considerations

• If you are an existing customer and want to take advantage of this feature update, you'll need to enable the option in the Advanced Configuration section of Funnel Metrics configuration.