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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / How to decrease points...
Customer experience | Sales, Customer Insights,...
Answered

How to decrease points for inactivity in lead scoring model?

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Posted on by MarianneS 12

Hi!

I have a question regarding the lead scoring model, and I would be really grateful if you can help me to solve this case!

The thing is, that we would like to give minus points for inactivity. So if there's no activity (emails opened, webinar attendees, visiting website etc.) recorded in the past 6 months, we would like to decrease scoring by 5 points.

I can't find a solution on how we should create this kind of functionality in the lead scoring model. Do you have any advices?

Thank you in advance!

-Marianne

I have the same question (0)
  • Suggested answer
    Nya Profile Picture
    Nya 29,060 on at

    Hi Marianne,

    You just need to switch the "+" into "-" in the scoring model.

    pastedimage1640166111740v1.png

  • MarianneS Profile Picture
    MarianneS 12 on at

    Hi Nya,

    Thanks for your fast response! However, I would need further advice on how to create a condition that tracks the inactivity of the lead? What entity should I choose? I would like to know if we have had any activity with a prospect during the past 6 months. If not, the decreasing points.

    The problem is, that I don't know how to set up the condition correctly so the lead scoring model would recognize leads with no activity during the past 6 months?

    -Marianne

  • Verified answer
    Nya Profile Picture
    Nya 29,060 on at

    Hi Marianne,

    Take the Email Opened mentioned in your question as an example.

    The condition should be something like:

    pastedimage1640224448544v1.png

  • Nya Profile Picture
    Nya 29,060 on at

    Hi,

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

    Image

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

  • EM-04121323-0 Profile Picture
    EM-04121323-0 8 on at
    Is this no longer possible? Using the example above, I can't see the option to set frequency of opens to zero.

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