Joel Mayer
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1 - Overview
ABM At Your Fingertips The Full Circle Method for Account-Based Marketing (ABM) leverages data from four dashboards — Planning & Achieving, Activation, Funnel Progression, and Revenue — to suppo...
1 - Introduction to Funnel Metrics
What is a Funnel?In the kitchen, a funnel helps pour orange juice into a jug without spills. Similarly, marketers use funnels to show how leads move through the sales cycle—from many at the top to ...
1 - Welcome!
Bring Your Funnel Into Focus Funnel Metrics with Response Management lets you move beyond messy spreadsheets and questionable reports. Instead, you'll get a closed-loop view of every outcome, unlo...
FCI Release Notes for Funnel Metrics 1.37.6
Release Schedule Name Description Date Sandbox Update All {{rm_current_version}} installs in ...
Active status reactivation not reactivating as expected
Issue The status was changed on the Lead/Contact to an Active Status, but none of the responded campaign members in the campaign history became reactivated, and no default campaign was inserted. ...
Adding New Response Prompt Campaigns
Response Prompt Overview The Response Prompt dropdown allows sales reps to quickly select a campaign and qualify a lead or contact. The dropdown list contains a simplified list of campaigns for sal...
1 - Reactivation Overview
Reactivation Overview Reactivation scenarios can be configured to manage the tracking of a funnel due to events that fall outside of the normal response processing data flow. A reactivation scenari...
How to Configure FM Scoring
Funnel Metrics supports a wide variety of scoring scenarios, which can result in different application behaviors and different consumption of CPU time.BackgroundWhen a response is processed, it goe...
Funnel Metrics Triggers
The Funnel Metrics Trigger Framework Note: This article is intended for advanced Salesforce admins, IT and developers. The Funnel Metrics application uses a sophisticated trigger framework based on...
Using the FCI Check Reports Dashboard
About the Check Reports Dashboards How to read and understand the reports and take action to resolve issues based on this dashboard When Funnel Metrics (or Response Management) is installed in an ...