Basic Scoring

Version 2

    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