Lead Scoring Daily, Weekly, Monthly Website Visits

[Anonymous]

We recently set up three lead-scoring campaigns to score leads on daily, weekly, or monthly visits to our site. A different number of points were set up for each campaign. We wanted them mutually exclusive, so if leads got points for a number of daily visits they wouldnt qualify to get points for weekly or monthly visits and so we added a "not member of ___ smart list" filter. For some reason this filter isn't working and leads are getting scored by all three campains if they qualify for the daily campaign. How do I prevent this from happening?

Smart List for each of the three lead-scoring campaigns:

Daily-

Weekly-

Monthly-

[Jep_Castelein2]

Yes, these 3 campaigns will run at the same time if someone visits 3 pages within 1 hour, becaues they will qualify for all 3. Since it happens in parallel, they will not be member of any of these campaigns yet. 

From a high-level, it looks like this setup is needlessly complex. We usually recommend have a scoring rule like: 
- Smart List: Visits Web Page, Web Page is not unsubscribe page, min. number of times: 3, date of activity: in past 1 day
- Flow: Change score +5 (or whichever score)
- Schedule: run once every 1 day
This way people will get 5 points for every day on which they visit at least 3 pages. 

If you to do it your way, you want to do it all in 1 smart campaign: 
first create 2 smart lists, one for minimum 3 pages in the last day and one for last week
Then create this smart campaign: 
- Smart List: visits web page, web page is not unsubscribe page, min. number of times: 3, date of activity: in past month
- Flow: Change Score
   . Choice 1: if member of smart list "3 visits in past 1 day", score +10
   . Choice 2: if member of smart iist "3 visits in past 1 week", score +5
   . Default Choice: +3

[Anonymous]

It could be a timing issue since all three will trigger simultaneously if 3 downloads occur in 1 day.  In the Flow tab, try adding a choice in the Change Score flow action section.

Choice 1

If Member of Smart Campaign in Lead Scoring Behavioral - Visits Webpage (Daily)
Score Name: [your score name]  Change: [blank]

Default Choice

Score Name: [your score name]  Change: [+xxx]

[Anonymous]

@Jep

I like the idea of the 2nd option, to make it all happen in one campaign and to allow for different tiers of scoring, but my only concern would be how to prevent duplicate scoring.

If I set up the campaign so leads can only run though once per day, leads could get the points for weekly visits every day, right? (But if I set it up to only allow leads to pass though each week, a lead could only get the daily points once per week). Any thoughts on how to prevent this?

[Anonymous · Accepted solution]

With the help these ideas I found a solution. I created three seperate campaigns:

1. Trigger campaign for daily webpage visits

-Smart List (trigger): x webpage visits per day (trigger)
-Flow: change lead socre, give interesting moment
-Schedule: activate, leads can run through once per day

2. Scheduled campaign for weekly webpage visits

-Smart List (filters): x webpage visits in past 7 days, not had interesting moment in past 7 days (for daily visits)
-Flow: change lead score, give interesting moment
-Schedule: reoccurance once every 7 days, each lead can flow through every time

3. Scheduled campaign for monthly webpage visits

-Smart List (filters): x web page visits in the past month, not had interesting moment in past month (2 of these: daily & weekly)
-Flow: change lead score, give interesting moment
-Schedule: reoccurance once every month, each lead can flow through every time