I'm currently automating the lead upload process for my leads that come from 3rd party sources so I'm not spending extra time uploading CSV files every week. I provided my reps a form I created in the design studio which has a custom text field where they can submit the asset name. I then have a separate smart campaign for each asset using the custom filter I created. This campaign works great. It writes the interesting moment, updates their lead profile and calls our behavior scoring campaign.
Here is my issue: Since leads can download more than one eBook or whitepaper at a time they can come in with far higher behavior scores than I'd like. I'm trying to create a custom scoring campaign for 3rd party leads that will give them full points (10) for the first asset they download but less (3) for any additional downloads. So far I'm having a tough time building a smart campaign that will do this.
Does anybody have any tips or suggestion on how to best build a campaign like this? I appreciate any help!
You may want to add the leads who download an asset into different
smartlists one for each asset.
In your smart campaigns check if the lead did repeated asset download y
checking member of these smartlists
You can create a smart list for leads that have multiple assets downloaded
Hope this helps
Hmm...it may be possible to do some complex logic for this
This assumes you are using an asset field somewhere, not just Last Int Moment Desc.