9 - Configure DAD With Funnel Metrics

Assumptions

Before beginning this configuration phase, the following assumptions should hold:

• The person who will be configuring this has Salesforce administrator access to add new custom fields to the Aggregate Database Entry object.
• The person who will be configuring this has Salesforce administrator access to modify the Aggregate Database Entry object page layouts.
• You are using fields for your funnel stages that are not the out of the box funnel fields from Response Management.
• You have decided which custom funnels you want tracked by the Daily Aggregate Database. You have the field names (including the API names) of each of the fields in that custom funnel.

How Funnel Metrics Are Captured and Represented

To capture funnel metrics unique to your organization, you will need to manually create new custom fields for the Aggregate Database Entry object. You will create two types of funnel metric fields, whose definitions are below:

• Funnel Stage: This is represented by the field name of a custom funnel stage. It will appear on the Aggregate Database Entry record as a number. The number represents the number of Campaign Member records that reached this funnel stage on the date represented by the Day.
  • Example: You have a custom funnel stage called "SQO", with API name of "sqo__c."
• Funnel Velocity: This is represented by the field name of a custom funnel stage's velocity. The velocity for a stage for that day is calculated as the number of days between the date when the previous funnel stage was reached and the funnel stage represented in the field name.
  • Example: You have a custom funnel stage called "SQO Won" with an API name of "sqo_won__c," which comes after the stage "SQO." The numeric Aggregate Database Entry field "sqo_won_v__c" will capture the number that represents the average number of days between when Campaign Members in SQO funnel stages reached the SQO Won stage on a particular date.
  • Below are two sample Campaign Members and their individual custom funnel metrics that are tracked on their Campaign Member records:

One sample Aggregate Database Entry record would aggregate this information and present the following:

SQO Won Avg. Velocity, in this example, is the average of the sum of all SQO Won velocities across Campaign Member records for a particular date.

Create Funnel Fields On the Aggregate Database Entry Object

To create your funnel metrics fields, follow the following for each stage and associated velocity:

1. Navigate to the Aggregate Field Mapping custom metadata type: Setup | Build | Create | Objects | Aggregate Database Entry.
2. In the Custom Fields & Relationships section, click the New button to create new custom fields for your funnel stage names and velocities.
3. To represent a funnel stage, configure the following:
   1. Field Type = Number
   2. Field Label = (The name of your custom funnel stage; for example "SQL")
   3. Field Name: This field should automatically populate; however, you should make sure the API name matches that of the funnel attainment field on the CampaignMember object.
   4. Length: Do not edit
   5. Decimal Places: Do not edit
   6. Click Next to confirm field-level security for your profiles.
   7. Click Next to confirm which Aggregate Database Entry page layouts will display the field.
   8. Click Save or Save & New until you have added all the corresponding custom funnel stages.

If you want multiple custom funnel stages tracked, repeat the previous steps to add those unique funnel stage names.

If you have multiple custom funnels and some have overlapping funnel stage names, do not add those funnel stage names twice. Only add the net-new funnel stage names used by additional funnels that you want to track.

Based on how you have your custom funnel stages configured in Response Management, the Daily Aggregate Database will know the stages' sequence automatically.

4. To create funnel velocity fields, configure the following:
   1. Field Type = Number
   2. Field Label = (The name of your custom funnel average velocity stage; we recommend you begin with the same funnel stage name as the corresponding custom funnel stage field; for example, "SQL Avg. Velocity")
   3. Field Name: This field automatically populates with the corresponding API equivalent (example: "SQL_Avg_Velocity__c"). Manually append an underscore and the letter 'v' to this name. In the example, the end result would be: "SQL_Avg_Velocity_v__c".
   4. Length: Do not edit
   5. Decimal Places: If you want to track decimals, change this to 1 or 2 depending on your company's reporting best practices.
   6. Click Next to confirm field-level security for your profiles.
   7. Click Next to confirm which Aggregate Database Entry page layouts will display the field.
   8. Click Save or Save & New until you have added all the corresponding average custom funnel velocity stages.

If you are tracking multiple custom funnel stages, repeat the previous steps to add those unique funnel velocities.

If you have multiple custom funnels and some have overlapping funnel stage names, do not add those funnel velocity fields twice. Only add the net-new funnel velocity fields used by additional funnels that you want to track.

The Daily Aggregate Database will now capture aggregate custom funnel metrics on the Aggregate Database Entry record.

With this information captured and calculated for you, you save time and are able to easily run reports to see funnel metric averages across different time periods.