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:

  1. The Campaign must be Active
  2. The Campaign Member record has a Member Status that is mapped to Responded (checkbox)
  3. The Campaign Member record has Lock Campaign Member set to FALSE
  4. Opportunity records have Lock Opportunity set to FALSE
  5. The Campaign Member record is associated to a Contact on the Account
  6. 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:

  1. The Campaign must be Active
  2. The Campaign Member record has a Member Status that is mapped to Responded (checkbox)
  3. The Campaign Member record has Lock Campaign Member set to FALSE
  4. Opportunity records have Lock Opportunity set to FALSE
  5. The Campaign Member record is associated to a Contact with a Contact Role on the Opportunity
  6. 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).
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