Introducing a new object called “Sequence Attribution Events”. The purpose of this object is to tie sequence participation to a desired outcome (by object). Examples of desired outcomes might be an “Opportunity Created” or “Event Scheduled”. This will be tracked within a period of time determined by you and then attributed to the sequence to demonstrate sequence effectiveness.
Configuration
These steps will enable go-forward attribution to sequences, and retroactive data attribution to sequences.
- Go to Setup > Custom Settings > Guided Selling Attribution
- Click the topmost New button
- Click Enable, then Save
- Go to Setup > Custom Metadata
- Find Sequence Attribution Event
- Click Manage Records
- Clone existing settings and rename without any special characters (e.g., parentheses)
- Edit Opportunity, Event and Task attribution configuration
- Read field descriptions for information on how to configure
- Attribution Window: For Opportunity Creation, number of days before or after Sequence Exit within which this event will be attributed to the Sequence. For Task/Event attribution number of days before Sequence Exit within which this event will be attributed to the Sequence.
- Keyword: Use for Task/Event attribution only. For example, if Events with Subject containing "Meeting" are an attributable event, provide "Meeting" in this keyword field.
- Field Name: Use for Task/Event attribution only. Only accepts String fields. Field name within which Guided Selling will detect the given keyword
- Object: Acceptable Values are "Event", "Task" or "Opportunity"
Retroactive Attribution
Execute these steps to backfill attribution data for historical sequence participants.
Lead Conversion Attribution
- Use Dataloader to retrieve the ID,CreatedDate fields of all Participant Sequence History records.
- Open the retrieved CSV.
- Copy the CreatedDate field into a new column named Sequence_Exit_Date__c.
- Use Dataloader to update the Participant Sequence History records.
- Execute this script in the Developer Console:
Database.executeBatch(
new RDNACadence.BackfillConversionAttributionDataBatch()
);
Activity Conversion Attribution
- Execute this script in the Developer Console:
Database.executeBatch(
new RDNACadence.BackfillActivityAttributionDataBatch()
);