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

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

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Posted on by 562

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? 

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

    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

    xc.JPG

    Please check whether it would meet your requirement.

    Regards,

    Clofly

  • CHK1970 Profile Picture
    562 on at

    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.

  • Suggested answer
    cloflyMao Profile Picture
    25,210 on at

    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". 

    4848.JPG

    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

  • Suggested answer
    ShravanSuri Profile Picture
    1,255 on at

    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.

    pastedimage1607436072702v1.png

  • CHK1970 Profile Picture
    562 on at

    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?

  • CHK1970 Profile Picture
    562 on at

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

    Lead.Contact.contact_msevtmgt_event_msevtmgt_originatingeventid

    Event type = Webcast

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