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Score leads based on Segment Membership

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Posted on by Jackie Jordan

Trying to score leads based on segment membership. Using Entity= Lead.Parent contact.contact_msdyncrm_segment_msdyncrm_segmentmemberid and then Name = Segment Name. However, it's not scoring the lead properly. Any guidance out there?

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Nya 29,064 on at

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Hi,

Please refer to the following documentation.

Create lead scoring models (Dynamics 365 Marketing) | Microsoft Docs

It states that:

There is no 1:N between Contact and Segment, so the relationship will not be shown when the "Lead.Parent contact." is input.

So you have to create such a relationship between them first.

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Nya 29,064 on at

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Hi,

If the issue has been solved, it would be appreciated if you could click "Yes" to verify my answer.

If there is any further doubt, please do not hesitate to let me know.

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