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Customer experience | Sales, Customer Insights,...
Answered

Lead Scoring on realtime forms

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Hi all
 
We are switching from outbound to realtime forms. We want to adjust our lead scoring model to include these new forms but that doesn't seem possible? Does anyone know a workaround or does anyone have more information on when (and if) Microsoft would add it to the model?
Thanks in advance!
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  • Verified answer
    PaulineKolde Profile Picture
    732 Moderator on at
    Hi, 
     
    do you use the outbound lead scoring or the real-time marketing lead scoring?
     
    You have to enable the realtime scoring in the feature switches first:
     
    Then you can also add the new forms to the new lead scoring:
     
     
    If you want to include the form submissions of outbound as well, you first need to enable the form submission entity (msdyncrm_marketingformsubmission) for "Track changes"
     
     
    Then you can add it to the realtime scoring as well:
     
     
    Hope this helps!
     
     

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