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

custom workflow for adding score to lead

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Hi, 

I want to create a customer journey where we send and email with a link to a whitepaper. We dont want any form to download the whitepaper due to them already being identified. 

How can I make sure that the lead gets the 15 points that they normaly do when downloading the whitepaper with a form?

Is that something you can build with a work flow or how can we set this up?

  • Verified answer
    RE: custom workflow for adding score to lead

    Hi sthuresson,

    You could track whether contacts click the whitepaper link or not.

    For example:

    Condition:

    pastedimage1664245772639v1.png

    Action:

    pastedimage1664245811434v2.png

    Reference:

    Segmenting email clicks - Dynamics 365 Marketing Forum Community Forum

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