Basic Scoring

Document created by 6b251803a89899b5bc8c7709db4c78261ad820a5 on Oct 26, 2015Last modified by megan.truett on Jan 5, 2018
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Creating your first simple scoring campaign is easy. Once you have created the program:

 

1.) Create a Smart Campaign as a Local Asset:

Create Smart Campaign.png

 

2.) Choose the behavior you want to listen for to score in the Smart List:

Clciks Link In Email Trigger.png

 

 

3.) In the Flow, determine the number you want to increase/decrease each lead's score by when they complete the behavior you chose in the Smart List:

 

Change Score.png

 

 

4.) Change the Smart Campaign Settings in the Schedule tab to allow the lead to run through the campaign each time they meet the criteria set in the Smart List and ACTIVATE your campaign:

 

Activate.png

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