Set up demographic scoring campaign

Risako
Level 2

Set up demographic scoring campaign

Could you please tell me how to set up a demographic scoring campaign.

 

I have created a SC that schedules demographic campaigns to be scored weekly with the following criteria

 

Example (The following are separate SCs created)
・smart campaign A
Filter criteria: x departments Flow: +10 for demographic score, +10 for lead score

smart campaign B
Filter criteria: department y Flow: +20 for demographic score, +20 for lead score

Smart campaign C
Filter condition: department z Flow: +30 for demographic score, +30 for lead score

 

Since we have also set up a separate campaign for behavior score, we have included a setting to add to the lead score as well.

However, with the above settings, the same score is added to each lead in the corresponding department each time.

We did not use a trigger campaign because we wanted to use a badge campaign that would not overload the system, and we did not need to immediately take into account departmental changes.

 

I thought about using the lead qualification rule on the schedule tab to run a campaign only once for each lead, but then any lead with an empty department field at the time the campaign was run would not be eligible for the next campaign.

 

How should we solve this problem?

 

Thank you.

1 REPLY 1
uditmathur
Level 8 - Community Advisor

Re: Set up demographic scoring campaign

Hi @Risako ,

Can you share the screen shot of your Flow step.

Meanwhile, check if your schedule tab have Qualification Rule set to: " Each person runs through once". With this it will exclude all the leads who have already been assigned the score & only new leads will run through this recurring batch campaign.

uditmathur_1-1739446939346.png

Hope this helps 😊