I want to set up scoring campaigns which add to the score when the lead takes various actions, then removes those points after 180 days.
I thought I could do it with a wait step - so the scoring campaign would run:
Lead clicks link in email
Change score +2
Wait 180 days
Change score -2
The question I have is what would happen if a lead undertook this activity while they were already in the wait step? I'd want leads to run through this campaign every single time, but I'm not sure if someone is already in the wait step what would happen. If the above flow won't work, does anyone have any ideas what would?
Thanks and happy holidays!
Solved! Go to Solution.
a few thoughts :
I would use the 'Lead Score Decay' smart campaigns separate.
Create altogether different smart campaigns that will monitor.
'No clicks in last 180 days'
decay score by 2
'No form fills' in last 180 days
decay score by 10
and so on.
If you have wait steps, and if a lead clicks on a link say several times in a week, things can be very tricky to add up. Even if you have 'Lead can go through multiple times' set up for that smart campaign.
Hope this helps
a few thoughts :
I understand what you're trying to do here, but in reality it's a little difficult. First off, Rajesh is right that you don't want people hanging out in wait steps that long because it winds up causing a variety of issues. At the same time, calculating out decays for 180 days is pretty tricky because you don't have the activity grace period of 90 days. Off the top of my head, the best thing I could think of would be to create a dedicated program for each type of scoring you want to do (e.g., Opens, Clicks, etc.) and create a custom channel for the concept. Set every single channel status to have the same weight value. You then would have each channel status be +0, +2, +4, etc. for whatever your upper limit of communications would be for six months, and your flow steps would check where someone was in the channel status before assigning a score and moving their status.
You'd then have a batch campaign that ran once a week or so to check to see "if 180 days at channel status X (i.e., no movement to suggest keeping lead score due to engagement), subtract score points and set to channel status Y."
It's really wonky, but I'm not sure if there'd be a better fit right now.
Hi Courtney and all,
If you really want a solid, yet complex, solution that works with a very high reliability level, I suggest using a custom object and a webhook to populate it. Each time the lead does the action, you call the webhook that creates a custom object entry for the lead, with the date (in a custom field, since you will wan to use it in a constraint).
Then you use a daily batch campaign that look for all the leads that have a custom object entry that is exactly 180 days old and substract the score.
It's even possible to sophisticate the model adding a counter field to the custom object to count the number of times the score was added in a given day and adapt the daily smart campaign accordingly. This will require that the webhook that creates the custom object entry can alternatively increment the counter if a custom object entry already exist for that same day.
Finally, you may want to add another webhook that will mark the custom object entry as "deprecated". This second webhook will be called by the daily batch campaign. So that when you look at the custom objects, you know immediately which ones have been deprecated.
Now, it this really worth it ? that is the key question and I am not sure of the answer
I agree that it might not be "worth it", but it sure was fun following your solution concept out. (As a data wonk, I especially dig the custom counter concept!)
Thank you for your posts!
Thanks everyone for your input. I did a test as Grégoire Michel suggested, and using a wait step did work. I clicked an email link three times, and all three times a score was added, then removed after the wait step.
So it seems the functionality can work. I'm interested in the issues I might run into if I use the wait step, as Courtney Grimes and Rajesh Talele mentioned. What are the negatives of doing it this way?
One of the thing that may happen is that the smart campaign is deactivated by Marketo if no lead has triggered it in 90 days. In this case, I do not know what would happen to leads in way step. Retry your test, but deactivate the triggered campaign during the wait
The Wait Step should still run just as it would if you turned off the campaign or removed the wait step while it was running.
As people suggested, it is far more efficient to keep everything in separate campaigns:
The separates campaigns, which is the Standard Marketo recommendation, have a big drawback : it does not keep the track of how many times the score was initially incremented. As a result, a lead may have been given N times 2 points for repeating an action, and one will never be able to remove these Nx2 points precisely.
I understand, that a given lead may run through the score increment campaign every times and the objective is to exactly decrement the same number 180 days after the event.