4 Replies Latest reply on Jun 9, 2014 8:26 AM by 39890

    Lead Scoring and Advanced Workflows

      Here is the process I am trying to enable.

      If someone is over a lead score, then cheange the lead status, and that will sed to sales.   So I set up a trigger for lead score changed and new score is over limit, then the flow changes the status.   Piece of cake.

      The problem is what happens if the lead is under the score.

      If the lead score changes, and it is under the score limit, then I want to wait 2 days and send a follw-up mail.   But that follow-up mail will be specific to the kind of program that caused the lead score to change.  Seems pretty straight forward, but I canot get it to work.  Spent an hour on the phone withh marketo also.

      In the smart list, I tried to use a trigger for "program changed" and success true.  Then also had a filter for lead score is below a number.   the problem is when the change in program status puts the lead over the score limit.   When someone is added to a program, the first thing that runs is the trigger runs and it looks at the lead score at the same time.   But there is some latency on the lead score.  So the smartlist is not looking at the current lead socre.  Problem.

      Then I tried to use a trigger of "lead score changed" and the new score is under the limit.   But there is no condition in the lead score was changed trigger that allows be to assign a reason for the change.  I can use how much the score change value was, but then i would need different lead scores for every program.  Not scalable.   I thought about using priority, but that is nothing that allows me to set a change in priority.  it is just an overall value.

      Anyone have any thoughts?  Seems like a pretty strightforward and common thing to want.
       
        • Re: Lead Scoring and Advanced Workflows
          Josh Hill
          I'm not completely sure how you want this to work. If I have you right, then you might find it easier to do this:

          in each Program, have a flow that listens for 

          Data Value Changes or Score Changes
          Score Below X
          Member of Program is TRUE, Program is Y, Status = Z, A, B, C

          Flow:
          Send Email for Program Y

          If you try to do this with a central system, you will find it difficult to trigger properly, as you discovered. You might try doing this:

          Smart List: Score Changes, Score below X
          Member of Smart List = Members of Programs you want to send emails about with Status ABC

          Flow:
          If Member of Program is X, then Email X
          if Member of Program is Y, then Email Y
          • Re: Lead Scoring and Advanced Workflows
            Hello Josh,
            You are right, Im trying to do this centrally.  May be over ambitious.

            Seems like I have to use the score change as the primary trigger, since it is key to the equation (if over, if under, do different things).

            Doing it at the prgram level will give me more flexibility in what I put in the content Im sending after they are added to the program.   But with 50+ pieces of content, I was hoping to do something centrally.  I will have to clone, place in each program, and edit in each program.  Will take some time.

            Thanks for the thoughts and let me know if you think of anything else.

            RM

            • Re: Lead Scoring and Advanced Workflows
              Josh Hill
              You might try Data Value Changed IS "Lead Score" New Value IS "X"

              I think that sometimes works better than Score Changes.
              • Re: Lead Scoring and Advanced Workflows

                     I will try the dat avalue changes.

                     BTW, is there a way to set up a system wide token?   Something more broadly applicable that the token in a specific program.

                     If I am going to have to set this up in every program, I would like to have centralized access to as much as possible.  e.g.  
                     I know I can call an email in the design studio.

                     Im specifically wondering about the lead score?  My initial analysis tells me that 80 is the number.   But if I need to move it, I would like to do it just once, not have to find it in  every program.

                     Thanks,

                     RM