Joel Mayer
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How Attribution is Calculated
Full Circle’s Campaign Attribution system is a very flexible tool for attributing opportunity value to campaigns based on mathematical attribution models that you can configure or even design. The ...
Optimized Attribution Rebuild for Custom Models
Optimized Attribution Rebuild for Custom ModelsIn 2023, we enabled our attribution system to skip rebuilds of closed opportunities in order to optimize the rebuild timeframe. This requires models t...
Combining Person Level and Account Level Funnels
Combining Person-Level and Account-Level Funnels in Salesforce with Full Circle InsightsIntroductionThis guide provides step-by-step instructions to combine person-level (Lead/Contact) and account-...
Can I use FCI ABM without an intent provider?
Short Answer: Yes! The data you get from Full Circle ABM will be even richer if you use it with an intent provider (IP) like 6Sense, DemandBase, or Bombora, but you can also use FCI ABM without an...
6 - Funnel Trends In Action
Keeping Up With The Trends To recap: In the Planning & Achieving stage of the Full Circle Method for ABM, we solidified goals and made a measurable plan to achieve them. In the Activation stage,...
6 - Campaign Sourced By
What is the "Campaign Sourced By" Field? If different departments or segments of your company need different styles of funnel or use different funnel stages, multiple funnels will give everyone the...
Video: Scoring Overview
FCI Release Notes for Funnel Metrics 1.37
Release Schedule Name Description Date Sandbox Update All {{rm_short_name}} installs in Sandb...
Opportunity Association Not Associating
Common Reasons Why Opportunity Association Doesn't Associate 1. Opportunities and Responses are in different accounts Opportunity Association currently works only on Responses within the same Acc...
Reactivation Fields and Configuration
All reactivation elements have common configuration elements and reference shared fields. This document is an overview of common elements in most reactivation scenarios.Accessing Reactivation Scena...