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How to create a scoring model for Event type + registration + attend

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Posted on by CHK1970

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I have seen how i can create a scoring model for an individual Event registration and Event attendance within 365M. My probem is we hold very many webinar event globally and i do not want to have to create a scoring model for each event we hold.

I use my own custom reg form since i have hidden fields such as Product Category, Area of Interest which i pre-select for each event.

What im looking to do is create a scoring model that looks something like this with the following conditions:

Event Type = Webcast - +10 points
Event registration - dynamic +10
Event attendenace - dynamic +15 points

Event Type = Training - +30 points
Event registration - dynamic +10
Event attendenace - dynamic +15 points

Etc etc, that way i create one scoring model that applies for all 6 Event types selectable wihin 365.

Please help?

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CHK1970 560 on at

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RE: How to create a scoring model for Event type + registration + attend

Hi, again, i only tried with the first part of this thread by adding

Lead.Contact.contact_msevtmgt_event_msevtmgt_originatingeventid

Event type = Webcast
CHK1970 560 on at

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RE: How to create a scoring model for Event type + registration + attend

Hi, tried this exactly as you showed above but no lead scores were applied. I created one condition for each of the Event types.

Any ideas?
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ShravanSuri 1,255 on at

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RE: How to create a scoring model for Event type + registration + attend

Hey!

Are you not able to set generic points based on event registrations? The following model did evaluate for me. I start with the event registration entity and for the creation of each entity, I can add 10 points.
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cloflyMao 25,202 on at

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RE: How to create a scoring model for Event type + registration + attend

Hi Partner,

You could add achieve it by adding a custom field "Registration Status" to Event Registration entity and creating 3 workflows.

1. Registration

As per my understanding, when an event registration record is created, it means that contact has registered to the event.

So workflow 1 will be execute on creation of Event Registration, it will set the custom field to "Registered".

2. Attendance

If a contact decides to attend the event, we will run "Check in registrations" for the selected registration record(Event form > Registration and attendance > Event registration), a check-in record for the selected will be created accordingly.

Therefore, workflow 2 will be executed on creation of Check-In entity, set its the custom field of its "Event registration" lookup field to "Attended".

3. Cancel registration

According to documentation:

https://docs.microsoft.com/en-us/dynamics365/marketing/set-up-event#the-registration-and-attendance-tab

We should deactivate the corresponding record to cancel an event registration.

Workflow 3 will still be executed on update of Event Registration and when the statuscode field(Status reason) is set to 2(Inactive, while 1 is Active.), then setting the "Registration Status" to "Cancelled".

Finally, create scoring conditions based on value of the custom field.

Regards,

Clofly
CHK1970 560 on at

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RE: How to create a scoring model for Event type + registration + attend

Hi, thanks for the fast response,

I see how i can assign points to Event type, and how add more expressions for Conference, Training, Live Demo etc, but how am i able to assign points generic points for:

1. Registratation +10

2. Attendence +15

3. Cancel registration -25

Normally those have to be uniquely assigned to a specific event. My goal is to have just one active Event scoring model and not have to create for every Webcast we have. We are talking a few hundred year globally.
cloflyMao 25,202 on at

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RE: How to create a scoring model for Event type + registration + attend

Hi Partner,

We can create advanced lead scoring conditions by using traversals:

https://docs.microsoft.com/en-us/dynamics365/marketing/score-manage-leads#create-advanced-lead-scoring-conditions-by-using-traversals

Lead.Contact.contact_msevtmgt_event_msevtmgt_originatingeventid

Please check whether it would meet your requirement.

Regards,

Clofly