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Customer experience | Sales, Customer Insights,...
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Lead scoring model: Give X point for each page visit when there is more than one condition

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Hi, we are still exploring the Lead Scoring model designer and we are far from understand everything...

Today, we have a specific question:

We have an hundred of leads, with a specific Topic, let's say: "Topic about scoring"
We want to give point to these leads each time they visit a specific web page, the URL of this page includes "products/scoring"

we create a first condition to filter the leads and a second one to select the leads who have visited the specific page.

It looks like that:

pastedimage1620389732698v2.png

If I look at the first condition:

pastedimage1620389794965v3.png

now, if i look at the second condition, it looks like that:

pastedimage1620389878202v4.pngpastedimage1620389928175v5.png

Now, if i try to activate the lead scoring, i get this error message:

pastedimage1620389987792v6.png

---

So, if i well understand, you can give point for each visit of a specific page only if you have one condition. If it's a case, this is a real blocking limitation.

Let's imagine we have 50,000 leads, but we only want to score the one of a specific campaign (let's say 500 leads). You want to give points if they open an email, if they visit some specific pages, etc... How do I do without scoring every and single of the 50,000 leads?

There is no way to constrain the lead scoring model for a specific segment. It applies to all leads.

We cannot cascade conditions like for ex: Condition 1 is: Lead topic is "Scoring", then for each of these leads, if they visit a page, they get 1 point each time, + if they open this email, they get 5 points, etc...

So... to summarise, the lead scoring looks like very basic and not very useful in our context... but maybe i'm wrong. Could someone help?

Thanks

P

I have the same question (0)
  • Community Member Profile Picture
    on at

    Bump ;-)

  • Suggested answer
    sbtron Profile Picture
    Microsoft Employee on at

    Apologies you are running into this, we will be fixing this and removing the error message to allow you to cascade conditions.

    The fix should be available in our monthly updates you can track when its available by looking at the what's new page - New and upcoming features (Dynamics 365 Marketing) | Microsoft Docs

    Thanks

  • Community Member Profile Picture
    on at

    Hi and thank you for your answer.

    When I look at the roadmap, I don't see anything related to the lead scoring. Is there any deadline for the bug to be fixes?

    Is it a general bug that everybody encounter or is it linked to a specific version of D365 for marketing?

    Thanks a lot

    P.

  • Community Member Profile Picture
    on at

    And do you mean we will be bale to cascade conditions like that?

    pastedimage1621239875369v2.png

    Thanks

    [quote user="sbtron"]

    Apologies you are running into this, we will be fixing this and removing the error message to allow you to cascade conditions.

    The fix should be available in our monthly updates you can track when its available by looking at the what's new page - New and upcoming features (Dynamics 365 Marketing) | Microsoft Docs

    Thanks

    [/quote]

  • Community Member Profile Picture
    on at

    Bump

    @MS, could you confirm?

    Lead scoring is really behaving strangely. Is there a documentation on how to use it (a bit more complex than just one condition)?

    Thanks

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