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Customer experience | Sales, Customer Insights,...
Suggested Answer

Work with Lead scoring

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Posted on by 15

We use CRM and Dynamics for Marketing. Now we started to use Lead scoring and have some questions:

  1. How we can set Lead scoring to work only for active Leads? Now it works for deactivated leads too.
  2. How we can add different Lead score value for specific links in one e-mail?

Thanks.

I have the same question (0)
  • cloflyMao Profile Picture
    25,210 on at

    Hi Aija,

    Thanks for your feedback.

    However, currently lead scroing model will always work for both active and deactivated leads,

    and the trigger could be only based on Entity level.(e.g: the model can only detect how many times a lead has clicked email.)

    So for your requirements:

    1. Unfortunately there is no setting to change it, but you could try to disable automation process and do sales ready or qualification job manually on leads. 

    https://docs.microsoft.com/en-us/dynamics365/marketing/mkt-settings-lead-score-options

    2. You could take workaround below as reference:

    ? Create 2 custom fields for Lead entity: Marketing Email Name, Marketing Email Link.

    ? Import Dynamics 365 workflow tool into your marketing solution.

    ? Create an on-demand workflow which targets on Contact.

    ? In the workflow, add two steps with "Update Child Records" action from the solution,

    those two actions will update previous custom fields of lead.(child record of marketing contact)

    Update Marketing Email Name field to a specific email name.

    pastedimage1584949338298v1.png

    Update Marketing Email Link field to a specific link value.

    pastedimage1584949469158v2.png

    ? Create a lead scoring model, condition:

    if Marketing Email Link equals a specific link value.

    pastedimage1584949580557v3.png

    ? Create a customer journey to test, trigger the workflow when a specific link is clicked in delivered marketing email.

    pastedimage1584949650663v4.png

    Explanation: Because "a specific link is clicked" feature is only available in trigger tile of customer journey,

    so we trigger a workflow which will update related lead custom fields to represent that the link has been clicked by lead,

    and the scoring model will detect the fields change and does scoring.

    (*: Contact in customer journey or in any other marketing activities stands for marketing contact instead of sales qualified contact.

    Actually the link is clicked by contact, but we update its related child lead record from trigger.)

    Regards,

    Clofly

  • Suggested answer
    sbtron Profile Picture
    on at

    See Clofly's reply as a possible approach to enabling those scenarios.

    Lead scoring is a global concept and does always run on all leads. Would be curious to understand what scenarios you are looking to enable with active/deactive leads?

    Another alternative to using custom attributes to track specific links would be to add redirect links in the email and score based on redirect links clicked.

    docs.microsoft.com/.../register-engagement

    docs.microsoft.com/.../insights-glossary

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