Funnel Metrics leverages Salesforce's Campaign Member to capture funnel metrics and other useful fields for reporting purposes. For a complete glossary of all the fields FCI introduces, please see the Full Circle Reporting Fields Glossary.
Key Fields
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Response Date •Date response was created
Funnel fields and dates •Checkbox fields and date fields that are set on the active response as a lead/contact progresses through the funnel (ex. MQL & MQL Date)
Funnel Velocity fields •Number of days between funnel progression (ex. MQL to SAL)
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Campaign name (Repeat Parent) •Used for reporting on the original campaign that generated repeats
View Response •Direct link to view campaign member record
Net New Name •When a response is created and a new lead or contact is generated within a timeframe (60 minutes)
Actionable •Checkbox field that indicates whether the response is or was opened or not.
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Funnel Stage Fields and Dates Example |
Funnel Stage Velocity and "Still In" Fields Example |
Sync Fields
You can configure additional fields to sync from the Contact/Lead to the Campaign Member for reporting. Here's how the data flows:
Sync Fields vs Formula Fields:
A sync field is a custom field on the Campaign Member that syncs the corresponding field from the Lead/Contact when a Campaign Member is created or updated. It's a snapshot in time, and it behaves like a Salesforce workflow where the trigger is Campaign Member being created or updated. This is different from a formula field, which will always point to what the formula is referencing.
Below is an example configuration for some sync fields on the Lead:
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