I have 4 different scoring programs (one for each product line) and am looking for a way to populate the person score based off of one of the product line’s total score.
Example:
If the Lead’s interest is Product A, I need the Total Score from Product A to populate as the person/lead score.
I tried to create a campaign which doesn’t work because it is looking for me to enter a score value when I need the score to be the Total Score from Product A:
Smart List: If Data Value Changes – Interest is Product A
Flow: Change Data Value – if Total Score Product A is not empty attribute person score to ?? [total score product A]
Any suggestions on how to do this?
Hi Trisha Cristofaro,
I would suggest moving this to the Product Discussions area, as this is about the Champions program itself.
The answer to your question is to use a Change Data Value using tokens.
Flow: Change Data Value, if Total Score Product A Is Not Empty, Person Score = {{lead.Total Score Product A}}
(check what the actual token is for that field)
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Justin Norris | Perkuto
Unfortunately, Total Score Product A isn't a token - it is the sum of all of the separate Demographic and Behavioral scoring for Product A. How would I create a token for a Total Score that is constantly changing?
Hi Trisha,
if you are using SFDC or MSD CRM, Make sure that you are using sync'ed fields. In SFDC, setup a workflow that computes the score, add the value to another (number, not score) field that sync's back in Marketo, then in Marketo, use a Data value change trigger on this sync back field to populate the score field.
The other way around is to use a webhook platform to do this:
Your issue can be solved using the free versions of these platforms.
-Greg