7 - Purchase Campaign Attribution

Overview

In this section make sure to include:

You will need to exit Trial Mode, by transitioning to the full version of the product. Trial Mode does not include Account model functionality and is only available for 30 days.

Overview of Feature. What is it?

Who does it Benefit?

Users will benefit by gaining full access to functionality of all Full Circle Campaign Attribution features.

Who is the Audience specifically. Not just customers or prospects. Example: This feature benefits Salesforce Admins and Developers. In the next section 'What problem does it solve?" you will explain why

What is the Business Value?

Transitioning to the full version provides you with Account attribution model types and the ability to fully implement and adopt the tool with your strategy and team.

Business Value. What problem does this solve for the customer? Why should they care? What will it do for customer and team?"

Key Considerations

Technical: The Professional edition (or greater) of Salesforce is required to run Campaign Attribution in your org.

Resources: Installing and setting up the full version requires downloading the product into your org and several configuration steps. It's best practice to have a team member with Salesforce skills to assist or be available for questions.

What to think about when enabling. Key considerations for enabling and if upgrading how does this change from previous version.

Installing the Full Version

1. From the Main Configuration page | Full Circle Campaign Attribution Free Trial Edition section | Select Purchase Now:

2. A form will appear, and you need to complete in order to initiate the purchasing process.

• Once the purchasing process is finished we will generate a license code that will provide you with the ability to enable full application functionality. 
  • We will need your org ID in order to generate the license code as we will not yet be able to see the package installation in the Salesforce License Management App.
  • Your org ID is located in Setup on the Company Information page:

3. Copy the Salesforce ID and send to success@fullcircleinsights.com to request the license code to unlock the Trial Mode.

4. Once you have received the license code from Support, Click Install License.

5. Enter the license code into the text field box shown bellow. Click Install License button.

• Once the license is installed, the Trial Mode configuration section will be removed from the Advanced Configuration page.