Segment based on lead scoring

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Posted on by Daphne Tollenaar

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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Segmentation

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Vivek_Singh 385 on at

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RE: Segment based on lead scoring

Hi Daphne,

Thanks for reaching out!!

You have to sync lead score entity to customer insights.

Then lead score entity will be visible to build definition in segments.

Hope this helps!!

Regards

Vivek Singh

If this resolves your query then please mark it as resolved!

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Daphne Tollenaar 45 on at

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RE: Segment based on lead scoring

Hi Vivek,

Thanks for your reply. The lead score entity is visible, however, the system still doesn't pull any data.

Any ideas?

Kind regards,

Daphne

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cloflyMao 25,210 on at

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RE: Segment based on lead scoring

Hi Partner,

Could you let me know what your "system still doesn't pull any data" means?

Is it segment estimated size or

lead score data?

Regards,

Clofly

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Daphne Tollenaar 45 on at

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RE: Segment based on lead scoring

I mean that while working with a segment it doesn't show any estimated size and members.

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Vivek_Singh 385 on at

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RE: Segment based on lead scoring

Hey Daphne,

Could you please share screenshot of segment definition. That would be helpful in analyzing the issue.

Regards

Vivek Singh

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Daphne Tollenaar 45 on at

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RE: Segment based on lead scoring

Of course, below a screenshot. Do I miss a step here?

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cloflyMao 25,210 on at

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RE: Segment based on lead scoring

Hi Partner,

Please check whether there are available lead score data in your CRM.

There're 2 methods to approach:

1. Navigate to Advanced Find menu at navigation bar top right corner

2. Replace URL parameter directly

Below is URL when you're browsing contact view

https://org.crm.dynamics.com/main.aspx?appid=0bab6e31-f5a9-e911-a820-000d3a3b19d9&pagetype=entitylist&etn=contact

Replace last part of it with lead score entity parameter then refresh page, it will show you all available views for lead score entity

https://org.crm.dynamics.com/main.aspx?appid=0bab6e31-f5a9-e911-a820-000d3a3b19d9&pagetype=entitylist&etn=msdyncrm_leadscore_v2

Regards,

Clofly

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Vivek_Singh 385 on at

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RE: Segment based on lead scoring

Thanks Daphne.

Try with below design. It should work -

Regards

Vivek Singh

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Daphne Tollenaar 45 on at

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RE: Segment based on lead scoring

Thanks for your step-by-step guide! CRM indeed doesn't show any lead score data. How does that work because in CRM I can track the lead scoring on lead level?

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cloflyMao 25,210 on at

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RE: Segment based on lead scoring

Hi Daphne,

You said CRM doesn't show any lead score data, however, there is a row in your screenshot table.

Currently I'm having an issue that when I click lead score sub grid at lead form lower right place to view detail,

CRM will opens a sufficient permissions error dialog, with technical details that the lead score record with specific id not exist,

thus I didn't find any lead score records in active lead score/inactive lead score view and failed to get related leads(contacts) based on lead score entity,

while other people in forum also encountered same issue.

However, as we could see, CRM will still generate lead score data from scoring model,

so if you are still going to work with lead score function,

you could run my script in that thread to collect all score value in lead score sub grid and do aggregate,

then create a custom field to store calculated scores and create a segment with this field as criteria.

Obviously, it is limited if there are massive lead records.

My suggestion is that you could open a escalate ticket for support if you encounter same issue.

Regards,

Clofly

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