Campaign Member Records Eligible for Attribution
For Account-Based Attribution
For Account-Based Attribution, there are 6 requirements for a Campaign Member to be eligible for Attribution:
- The Campaign must be Active
- The Campaign Member record has a Member Status that is mapped to Responded (checkbox)
- The Campaign Member record has Lock Campaign Member set to FALSE
- Opportunity records have Lock Opportunity set to FALSE
- The Campaign Member record is associated to a Contact on the Account or a Lead matched to the Account via an Account Lookup field on the Lead
- The Engagement Date on the Campaign Member is within the Sourced Attribution Duration (in days) time frame or is between the [AB] Associated Opportunity Create Date (or custom field) and Close Date (or custom field).
For Opportunity-Based Attribution
For Opportunity-Based Attribution, there are 6 requirements for a Campaign Member to be eligible for Attribution:
- The Campaign must be Active
- The Campaign Member record has a Member Status that is mapped to Responded (checkbox)
- The Campaign Member record has Lock Campaign Member set to FALSE
- Opportunity records have Lock Opportunity set to FALSE
- The Campaign Member record is associated to a Contact with a Contact Role on the Opportunity
- The Engagement Date on the Campaign Member is within the Sourced Attribution Duration (in days) time frame or is between the [OB] Associated Opportunity Create Date (or custom field) and Close Date (or custom field).