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We're beginning to implement lead scoring and I have a few questions about how the scoring models work in Dynamics.
1) Do multiple scoring models roll up into one overall score? So if lead A has a score of 50 in model 1 and a score of 25 in model 2, will they have a cumulative score of 75? This would be more in relation to creating segments based on lead scores. For example, creating a dynamic segment of contacts with scores of 75 or higher.
2) It appears scoring models cannot be edited once published? We plan to score contacts that engage with content via form submissions. However, because the scoring models cannot change but we'll continue to come out with multiple pieces of content, would the only way for the scoring model to continue to score new content be:
A. Use form submissions as the condition
B. Use form name contains...
C. Include a word or value in every form name that I'd want included in the scoring model.
3) If multiple conditions are placed in one scoring model, is there any way to see a breakdown of the particular conditions a contact has been scored for, or even to see these conditions for multiple contacts at once, like a list view?
The concern is having multiple pieces of content in one scoring model, but only seeing the overall score for contacts rather than the specifics of how the contact was scored.
4) I've attempted to create a view of leads based on scoring, but the view currently shows no leads. My leads are associated with Contacts and I can see the scores on the individual lead level, but nothing when looking at the custom view. Is there something I've done wrong here?
Thanks as always!
1. Could you share that blog again? The link you provided leads to a dead page.
2. The question concerns scoring leads based on if they fill out specific content forms (such as forms to download ebooks, webinars, etc.). We have multiple forms now and will add more in the future.
3. We're using multiple scoring models to track content engagement and/or email engagement. One scoring model to see how much leads are downloading and engaging with content and one to see how much they are engaging with our email communications. If it's just one scoring model that incorporates both of those, there's no way to see the breakdown.
4. I believe if you click on the image it will expand to a higher resolution version.
5. Concerning multiple scoring models. How exactly does the "sales ready score" function? If a lead reaches the sales ready score in one scoring model but not in the other, will it still alert sales? I'm interesting in learning more about that.
Hope this helps!
The link works now. If you still haven't been able to get to it. Here it is:
We know how to create segments. And we know how to use lead scoring models. But did you know you can now use that lead score as a criterion for your segments.
You would need
Lead scoring model
A tiny bit of config to sync the Lead Score entity with customer insights services.
Demographic segment and lead scoring
We have already covered how to create segments here. Lead scoring we will cover in some more detail in one of the next blogs, but the Microsoft documentation around it is pretty good, so if you want to know more, head here. The only thing to say here is that the first time I used this feature, a behavioural segment felt like the right segment type choice. But it wasn’t. You need a demographic one.
Before you can select Lead score in your segment criteria, you would need to sync the Lead Score entity with customer insights services.
In D365 > Settings > Marketing Data Configuration > Scroll until you see Lead Score in the list > Check the checkbox > Scroll back up > Click Save in the top right corner.
Depending on how much data you have in the system, you might need to wait a bit before the sync is complete and before you can use this entity in segmentation.
And that’s it. Now we are about 5 clicks away from our segment based on lead score.
Click Segments > New > Demographic and configure it as per the screenshot below. You can change the lead score threshold to be a number that makes sense in your own scenario.
Parent Contact for Lead is a relationship between the Lead and the Contact entity. To see it in the list, you need to, click New > New Related Entity and then it will show in the dropdown.
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