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Behavior Score Inactivity...what qualifies?

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James_Glavin
Level 5

Behavior Score Inactivity...what qualifies?

Hi there and Happy New Year!


I'm setting up a campaign to decay behavior score after a period of inactivity. I've set up a batch campaign that runs periodically (I'm thinking weekly) to look at everyone whose behavior score hasn't changed in the past 60 days. If a person qualifies, they have their score reduced by x.

My question is - does the flow step that reduces the person's score count as a score change, next time the campaign runs? So if someone has been inactive for 60 days they have their score reduced by x. A week later the campaign runs again. They are still inactive, but because their score was decayed last time...do they qualify for the campaign?

Thanks for your wisdom!


James

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Devraj_Grewal
Level 10 - Champion Alumni

Re: Behavior Score Inactivity...what qualifies?

James,

The flow to lower their score does count as a score change. So make the smart list in the smart campaign "not score was changed: behavior score: in past 60 days" and that will populate with all leads that have not had a behavior score change at all in the last 60 days. So if a lead hasn't had a behavior score change in the last 60 days, they will qualify and get their score reduced. Now the amount of time they have not had a score change will reset to 0 days. Then change the schedule recurrence to "daily" so that every day this campaign looks for those without score changes for 60 days to reduce their score. This lead will not qualify again until it has been 60 days that their behavior score has not changed. Make sure qualification rules allow leads to run through every time.

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Devraj_Grewal
Level 10 - Champion Alumni

Re: Behavior Score Inactivity...what qualifies?

James,

The flow to lower their score does count as a score change. So make the smart list in the smart campaign "not score was changed: behavior score: in past 60 days" and that will populate with all leads that have not had a behavior score change at all in the last 60 days. So if a lead hasn't had a behavior score change in the last 60 days, they will qualify and get their score reduced. Now the amount of time they have not had a score change will reset to 0 days. Then change the schedule recurrence to "daily" so that every day this campaign looks for those without score changes for 60 days to reduce their score. This lead will not qualify again until it has been 60 days that their behavior score has not changed. Make sure qualification rules allow leads to run through every time.

James_Glavin
Level 5

Re: Behavior Score Inactivity...what qualifies?

Thanks Devraj, that's what I suspected would be the case. I've run a test that confirms that this would count as a score change.

I was actually hoping to create a campaign that would decay inactive contacts' scores gradually over time - so if someone had been inactive for 60 days, they would have their score reduced by a small amount every day until they became active again or their score reached zero. This therefore won't work with how I've got my campaign set up, as the contact will only qualify for the campaign once every 60 days.

Anyone have any clever ideas how to achieve this? What I really need is a trigger or filter that can specify a *positive* score change, but I don't think I can do that, can I?

Devraj_Grewal
Level 10 - Champion Alumni

Re: Behavior Score Inactivity...what qualifies?

Unfortunately, there is no trigger available for a positive or negative change only, you must define the exact change (ex. +1, -2, etc.). You can vote for the idea here:

James_Glavin
Level 5

Re: Behavior Score Inactivity...what qualifies?

Thanks Devraj Grewal! Very helpful.