Lead Scoring

[TK9]

Hello,

My team and I are implementing 2 new lead scores. One for behavioral activity and one for the lead's firmographics data based on a specific form submission.

We're currently running into the issue of an inaccurate firmographic lead score after a lead submits more than one form submission.

Ideally, we would like the firmographic score to reset and start fresh on any new form submission. What would be the best way of handling this type of process?

[SanfordWhiteman · Accepted solution]

Set the score to 0 at the top of the scoring Flow.

[TK9]

This appears to be the easiest way to ensure everyone has a new score. I'll test this functionality out in the sandbox before pushing it to production.

Thank you! 

[Darshil_Shah1]

We have set up reset campaigns that run every night for people whose demographic attribute(s) changes. These campaigns set the demographic score to 0 and the person score to the behavioral score value. We then re-run the person through the demographic scoring campaigns to update their demographic score and person score values as per their updated demographic data. You can set this up using either the request-able trigger or executable campaigns.

[TK9]

Thank you!

I will keep this solution in mind for future reference.