Joel Mayer
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Scheduled jobs
Question "What is the Full Circle Response Management scheduled job and what does it do?" If you or your Salesforce administrator monitors the scheduled jobs or Apex jobs pages in your Salesforce...
General Configuration
General Configuration Application Enabled: Once you've checked this box, the application will be enabled at the end of the deployment sequence. Disabling this setting without first completing unin...
3 - RA Responses
Defining Responses Funnel Metrics with Response Management tracks funnels and attributes opportunity amounts only on campaign members that are responses. What’s a response? We’re glad you asked! Wh...
Reporting Training: Influence and Attribution
Influence Models & Campaign Attribution Learn more about the models behind your reports: What they are, how they work, and when to use each of the two main types. Video Transcript Welcome! In...
4 - Digital Source Tracker Crash Course
Welcome to Full Circle Digital Source Tracker! This crash course is designed to get customer new hires, partners, and other users up to speed on Digital Source Tracker as efficiently as possible. ...
Duplicate Record Sets can only contain 300 Duplicate Record Items
Issue After importing leads with Matchmaker enabled, user sees Duplicate Error Logs with the following Error Message text: "Unable to report on duplicate records. DuplicateRecordItem : Duplicate ...
4 - Install and Prepare
Install Matchmaker using the install link provided by Full Circle. We recommend that you install it for Admins Only and then provide access to users using the permission sets delivered with the pac...
FAQ: Mass Update
What happens to existing member status values when I do a mass update? Mass Update is a powerful tool to adjust existing member status values on existing campaigns within your database. This featu...
4 - Digital Effectiveness Dashboard
OverviewThe Digital Effectiveness Dashboard dashboard drills down to analyze the effectiveness of marketing at the campaign level: How many leads did a campaign bring in? How many MQLs? How much di...
4 - Using Touchpoint Capture with Campaign Attribution Models
Overview Now with Touchpoint Capture, Full Circle's flexible Custom Campaign Attribution feature can use key digital touch information to give you more ways to customize your campaign attribution m...