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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Applying the scoring m...
Customer experience | Sales, Customer Insights,...
Answered

Applying the scoring model I have built to the customer journey I have built

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Posted on by Catherine_marketing 15

Hi there,

I am learning the ropes in the sandbox and I can't figure out how to do the following:

I have built a scoring system with two properties:

Condition is 'Email opened' = Action 1 point increase

Condition is 'Email clicked' = Action 2 point increase

Sales ready score = 5

I have built a customer journey with various emails hoping to nurture/qualify a lead to be sales ready.

However, I am unsure how to apply the scoring system to the customer journey so that when I test it for instance and have a contact reach the threshold of 5 that they are 'sales ready' and get passed through.

Is this something you could help me with?

Thank you very much.

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  • Verified answer
    Community Member Profile Picture
    Community Member on at

    Hi Partner,

    Dynamics 365 Marketing can calculate a score for each lead based on demographic details, firmographic details, and actions taken by the associated contact (or for account-based leads, contacts belonging to the associated account). 

    https://learn.microsoft.com/en-us/dynamics365/marketing/score-manage-leads 

    Why you want to apply the scoring system to the customer journey?

    When you set scoring model, you have select customer journey as condition:

    New Expression: Select this button to add a new expression to the condition. The additional expression further tests the condition based on stored data.

    pastedimage1665481408293v1.png

  • Catherine_marketing Profile Picture
    Catherine_marketing 15 on at

    Thank you so much Leah! this has solved it for me.

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