Joel Mayer
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Getting Started
Getting RealNow that you're familiar with the critical concepts that underpin Response Management, it's time to get your hands dirty - metaphorically speaking, of course! This guide will walk you t...
5 - Repeat Response
Coming Back for More In Salesforce, a lead or contact can only be a member of a campaign one time. But what happens when the same person engages with a campaign more than once? In Funnel Metrics, w...
Reporting Training: Key Concepts and Fields
Reporting Concepts & Fields How does Funnel Metrics process a response? What's an active response? Which fields are particularly useful in facilitating better reporting? Video Transcript Welc...
How to Edit Custom Ignored Domains
Matchmaker is pre-configured to ignore the popular free email service domains below: aol.com, arnet.com.ar, att.net, bellsouth.net, bigpond.com, bigpond.com.au, bigpond.net.au, blueyonder.co.uk, b...
6 - Match Prioritization Rules Settings
Duplicate Rules and Matching Rules find potential matches between Leads and Accounts. Match Prioritization rules help narrow the choices of potential matches to the most likely match using ad...
Guide to Creating Custom Reports for Digital Marketing
Creating Custom Reports If you are looking to create your own custom reports and dashboards using Digital Source Tracker Data, it's important to understand the main objects that store Digital Touc...
6 - Object and Field Dictionary
A full listing of all custom objects and fields in Full Circle Touchpoint Capture.Full Circle Digital Source Tracker, Version 1.7.X.Download list as CSVCampaign (1 fields)Capture FC Digital Touchpo...
6 - Integrate DAD with LinkedIn Ads
These steps will enable you to configure the Daily Aggregate Database with reporting data from LinkedIn Ads. Before starting the configuration below, make sure you have reviewed all Installation & ...
2 - Update existing Reports Dashboards to reflect new Ad Network Field Updates
Meta Reports and Dashboards Package The Meta Reports and Dashboards unmanaged package contains a dashboard called DST - Meta Digital Overview that is made up of the following components: Met...
Default Attribution Model Types
Overview After the free trial is installed for the first time, there are 3 pre-configured models that are active, including: Account-Based Even Spread Opportunity-Based Even Spread O...