Navigating the Documentation Library

Welcome to Full Circle Knowledge!

Knowledge is Full Circle Insights’ documentation library! We don’t use the Dewey Decimal System, but there is a method to our madness. This quick overview will help you orient yourself and find the resources you need.

When you first sign in, you’ll find yourself on the library’s homepage. From here, you can dive into the following areas:

Full Circle Funnel Metrics

This section contains:

• A Start Here guide, which will introduce you to the basics of the Funnel Metrics product.
   
• Critical Concepts: A guide to the key ideas and components that make Funnel Metrics tick. In it, you’ll find articles that demystify these subjects:
  • Funnels
  • Nurture Timeout
  • Responses
  • Repeat Responses
  • Reactivation
  • Response Prompt Campaigns
  • Scoring
  • Sync Fields
  • Updating Status Values
     
• Feature Implementation and Configuration Guide: Shows you what you can change in Funnel Metrics, how to change it, and why you might (or might not) want to. This guide also contains a six-video series that answers practical questions around funnel tracking, scoring evaluation, lead/contact qualification, modes, and data adjustment.
   
• Understanding Funnel Metrics: A deep dive into Full Circle funnels that covers their use, customization, and optimization, as well as the states they can exist in and the objects and fields that drive them.
   
• The Full Circle Method & Reporting Training: Comprehensive coverage of the Funnel Metrics dashboards and reports, as well as a straightforward, marketer-developed method for using them to optimize strategy and prove the value of marketing.
   
• IT Topics: A hub for FAQs, troubleshooting, known issues, and other techie subjects.
   
• Funnel Metrics Software Development Kit: An in-depth guide to extending the Funnel Metrics application to meet your business requirements using FCI’s plugin framework alongside a comprehensive API reference.
   
• Release Notes: An archive of release notes for previous versions of Funnel Metrics.

Full Circle Campaign Attribution

This section contains:

• A Start Here guide that introduces the fundamentals of the Campaign Attribution product, along with instructions on basic configuration and report package installation.
   
• Critical Concepts: A guide to the key ideas and components that drive Campaign Attribution, illustrated by a brief use case.
   
• Feature Implementation and Configuration Guide: Everything you need to help you configure and implement the features of the Campaign Attribution product.
   
• Campaign Attribution User Guide: Product knowledge and background information around subjects like:
  • Data models
  • First and last touch logic
  • Attribution calculation
  • Reporting dashboards
  • The Deal Explorer
  • Spend optimization
     
• IT Topics: A hub for FAQs, troubleshooting, known issues, and other techie subjects.
   
• Campaign Attribution Software Development Kit: Guidance on building attribution models using FCI’s plugin framework alongside a comprehensive API reference.
   
• Campaign Attribution Release Notes: An archive of release notes for previous versions of Campaign Attribution.

Digital Source Tracker

This section contains:

• A Start Here guide that introduces the product itself, its dashboards and methodology, and the two pieces of technology that make it all work. Also includes a DST-specific mini-glossary.
   
• Getting Started with Touchpoint Capture: Explains how to understand, install, configure, and use Touchpoint Capture with Digital Source Tracker
   
• Getting Started with the Daily Aggregate Database: Explains how to understand, install, configure, and use the Daily Aggregate Database, along with how to update page layouts and custom report types. 
   
• Full Circle Method for Digital Marketing: Video and graphical training on how to read Digital Source Tracker’s reports and dashboards, and how to use them to optimize your digital spend.
   
• Digital Source Tracker Release Notes: An archive of release notes for previous versions of Digital Source Tracker.
   
• Digital Source Tracker Known Issues: A resource to check for potential IT issues.

Matchmaker

This section contains:

• Getting Started with Matchmaker: An overview of the Matchmaker product, along with installation instructions, implementation considerations, and explanations of pertinent fields and settings.
   
• Response Management and Matchmaker: Information on the ways in which Matchmaker interacts with Funnel Metrics with Campaign Attribution (a combination of products sometimes known as Response Management)
   
• IT Topics: A hub for FAQs, troubleshooting, known issues, and other techie subjects.
   
• Matchmaker Release Notes: An archive of release notes for previous versions of Matchmaker.

Full Circle Easy Campaign Member Status

This section contains:

• Introduction to Easy Campaign Member Status: A demo of Full Circle’s Easy Campaign Member Status (ECMS)
   
• Getting Started with Easy Campaign Member Status: An installation and configuration guide for ECMS, along with an explanation of tab and configuration permissions
   
• Easy Campaign Member Status FAQs: A collection of common questions around ECMS
   
• Easy Campaign Member Status Release Notes: An archive of release notes for previous versions of ECMS.

Full Circle Resources & Training

Here’s where you’ll find resources that are helpful across more than one of our Full Circle products:

• Product specific crash courses to help get you up to speed quickly.
   
• A glossary providing succinct definitions for a wide variety of terms used in Full Circle products. Scroll through alphabetically or use the Tag Directory tab to search by topic.