Joel Mayer
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5 - Data Adjustment Overview
The ABM Data Adjustment Two custom objects help Full Circle ABM track funnel data: Account Funnel Trackers and Account Funnel Records. When your organization is ready to launch Full Circle ABM, we...
5 - ABM Glossary
TermDefinitionABMAccount-Based Marketing.AFTAccount Funnel Tracker. The Account Funnel Tracker keeps track of an account's progress through the ABM funnel. In Salesforce terms, the tracker is a sta...
Can I run a person based funnel and an ABM funnel at the same time?
Yes! Not only can you run a person-based funnel and an ABM funnel at the same time, you can even use your person-based FCI Response Management funnels to trigger stage progressions in your Account...
5 - Activation
This dashboard offers insights into your target accounts’ level of engagement with your marketing, enabling you to identify which campaigns are performing well and which could be optimized or cut. ...
5 - The Campaign Member Object
Funnel Metrics leverages Salesforce's Campaign Member to capture funnel metrics and other useful fields for reporting purposes. For a complete glossary of all the fields FCI introduces, please see...
Video: Mode Options
FCI Release Notes for Funnel Metrics 1.37.1
Release Schedule Name Description Date Sandbox Update All {{rm_current_version}} installs in Sandboxes will receive the update automatically 6/16/2020 Production Update All {{rm_current_ve...
Lead Contact Not MQLing or Becoming Active
IssueA lead or contact is not achieving Marketing Qualified Lead (MQL) status, or otherwise failing to become active as expected.For Active Mode Orgs1. Are you using Nurture Timeout?If yes, check f...
5 - Score Reactivation
After reading this article you will be able to:Understand how the Score Reactivation worksUnderstand the business value of reactivating campaigns via Score ReactivationOverviewScore Reactivation ut...
Resetting First and Last Touch Campaigns on Opportunities
Goal Sometimes organizations need to reset the First Touch Campaign or Last Touch Campaign fields on opportunities. This can be required for several reasons: The fields were not initially set bec...