Joel Mayer
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Recent activity by Joel Mayer Sort by recent activity9 - Sync Fields
All Together, Now! Funnel Metrics' Sync Fields feature lets you synchronize fields...but somehow, we think you probably guessed that from the name. Specifically, Sync Fields enables you to take...
Reporting Training: The Achieving Dashboard
How Notable are Your Achievements? Use the Achieving dashboard to track progress toward your company's goals. Video Transcript Welcome back. In this section, we’ll focus on the Achieving d...
Matchmaker KB 1007: Matching error "DUPLICATES DETECTED, Use one of these records?"
Issue When Matchmaker is initially configured, you may encounter an issue where leads are not being matched at all. A Match Request error similar to the following will appear: DUPLICATES_DETECTED,...
10 - Custom Fields and Matchmaker
Custom FieldsWhen standard Lead fields like Email, Company, Website, or Address details are updated, the app tries to match the lead to an account.Matchmaker includes a "Lead to Account" Matching R...
2 - Introducing the Full Circle Method for Digital Marketing
Four Dashboards Get You Started on Measuring Your Digital Marketing As a Full Circle customer, you’re probably familiar with the Full Circle Method. Designed to optimize campaign mix and marketing...
10 - Update Page Layouts and Custom Report Types
Updating Page Layouts As the Digital Source Tracker package does not automatically add new fields to your page layouts, you will need to do this manually. This section below in italics is for FC...
LinkedIn Fields and Reporting
LinkedIn Fields The following LinkedIn fields are available on the Aggregate Database Entry object to account for LinkedIn Ad Data. (All metrics are totaled by day) Field Description LinkedI...
Tracking UTM Parameters with Field Synchronization
SummaryA common dimension many marketers want to bring into their Campaign Attribution reporting are the UTM Parameters they are utilizing in their digital advertising Campaigns. For example, a mar...
The Deal Explorer
The Deal Explorer ButtonOverviewThe Deal Explorer view gives you the ability to review campaign touches, activity and attribution for an individual Opportunity. We also recommend using it to help f...