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Segment based on lead scoring

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Posted on by 45

Hi,

I would like to send specific emails to our leads based on their lead scoring. Have anyone built a segment before based on lead scores? If so, which setup did you use?

Best regards,
Daphne


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  • Suggested answer
    d_radulova Profile Picture
    d_radulova 2 User Group Leader on at
    RE: Segment based on lead scoring

    Yay! Thank you, glad it worked.

    If you can mark the answer that helped as verified, that'd be great.

    Thanks,

    -DD

  • Stephani Profile Picture
    Stephani on at
    RE: Segment based on lead scoring

    Wonderful!  You are awesome! Ty!

  • Suggested answer
    d_radulova Profile Picture
    d_radulova 2 User Group Leader on at
    RE: Segment based on lead scoring

    I know why :)

    Did you add the lead as a Related Entity, and not as  a Row? 

    pastedimage1571328052109v3.png

    Try

    Segments > New > Demographic > +New > New Related Entity > and then look for Lead.

    Thanks,

    -DD

    pastedimage1571327967628v1.png

  • Stephani Profile Picture
    Stephani on at
    RE: Segment based on lead scoring

    Hi DD - I am unable to find Lead (Lead -> Contact (Parent Contact for Lead)).  The only option I have is Originating Lead.  I checked and the Lead entity is sync'd.

  • Suggested answer
    d_radulova Profile Picture
    d_radulova 2 User Group Leader on at
    RE: Segment based on lead scoring

    Hi @Stephani ,

    I assumed behavioural too and I was wrong. Try demographic as per the screenshot  below. Just check that you are using the right relationship between the Contact and the Lead.

    Thanks,

    -DD

    pastedimage1571325005678v1.png

  • Stephani Profile Picture
    Stephani on at
    RE: Segment based on lead scoring

    Hi - I read that the September update now allows you to create a segment based on lead score.  I have the latest update WITH preview features enabled.  

    Is this a behavioral or demographic segment? I assumed behavioral, but I cannot find "Lead Score" on either.  I *HAVE* sync'd the Lead Score entity to customer insights and I know this is working because I was able to reference lead score from a workflow.

    The red box in this image is what I'm trying to find and cannot. I assume this screenshot was using the segment UI without preview enabled because it no longer looks like this.

    pastedimage1571323290856v1.png

  • Suggested answer
    makova Profile Picture
    makova 310 on at
    RE: Segment based on lead scoring

    Hi Tiina,

    One of the usage of the Lead scoring models is to get a set of criteria to qualify a lead from Marketing nurturing perspective to a Sales engagement. In lead scoring setup, you may define a sales ready grade from which we automatically flip the suggestion for Sales that they should take over the lead (Sales Ready)

    However, in one of our next updates, we are going to enable push of a lead score value to the lead score attribute, so you would be able to segment on it as well.

    Thank you

    Best Regards

    Martin Kovac

  • Suggested answer
    makova Profile Picture
    makova 310 on at
    RE: Segment based on lead scoring

    Hi,

    In one of our next updates, we are going to enable push of a lead score value to the lead score attribute, so you would be able to segment on it.

    Thank you

    Best regards

    Martin Kovac

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Segment based on lead scoring

    Hi!

    Did you get any feedback from Microsoft? 

    I'm having the same issue: lead score rows are visible on lead form, but no lead score records can be found in advance find. Also, when trying to open the lead score record from lead form, Dynamics throws an error.

    Is this a bug? 

    I don't see much point in lead scoring models where I can't use the lead scores as a search or segmentation criteria. 

    Kind regards

    Tiina

  • Daphne Tollenaar Profile Picture
    Daphne Tollenaar 45 on at
    RE: Segment based on lead scoring

    Thanks, lead scoring is indeed visible on lead level but a segment and/or advanced find shows no records. I'll open a support ticket. Thank you for your feedback.

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