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Lead scoring and Events

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Posted on by Microsoft Employee

Hi

We are building some lead scoring models and one of them includes a condition in which we want to give some points to someone who has registered to an event. It should be generic: Everytime someone registers, he/she earns X points.

I looked on Ms documentation website but i don't find wht kind of value we need to write in this field.

pastedimage1576161036146v1.png

Could you help me?

Thank you very much

Pascal T

  • Suggested answer
    cloflyMao Profile Picture
    cloflyMao 25,202 on at
    RE: Lead scoring and Events

    Hi Pascal,

    Have you also read the doc too?

    https://docs.microsoft.com/en-us/dynamics365/marketing/score-manage-leads#set-up-a-condition

    For example, you could add an expression for "City = New York", which would modify the condition so that only email clicks made by contacts in New York City would trigger the condition.

    pastedimage1576202590242v1.png

    As the advanced lead scoring conditions said:

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

    You can also build scroing criteria based on event registration related contact field data by adding a dot after the entity:

    pastedimage1576202873652v2.png

    In your scenario, I thought there is no need to add an expression if you would just give points to someone when an event registration record is created from him/her.

    For example, if I set Event registration contains some value as expression,

    pastedimage1576204425598v3.png

    As what we see in Text preview mode:

    pastedimage1576204499043v4.png

    The expression stands for event registration id, however, the id of an event reigstration record is a random guid serial numbers,

    which makes no sense for us to do a filter for records based on this.

    So you could append dot after the entity if you would like to score related people with specific criteria.

    Here is another detailed tutorial about how to design lead scoring model:

    https://www.preact.co.uk/blog/microsoft-dynamics-365-for-marketing-automatic-lead-scoring

    Regards,

    Clofly

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