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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Leadscoring for all co...
Customer experience | Sales, Customer Insights,...
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Leadscoring for all contacts

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Posted on by Community Member

Hi,

Could someone help me with how to create a lead scoring model that will create leads based on the all activity of all clients.

I basically just want a model that is continuously running and creating leads when contacts have engaged a certain amount of times, e.g, 5 email clicks.

I thought I'd set one up to do this but it hasn't worked so I any help would be appreciated.

Thanks,

J

I have the same question (0)
  • Community Member Profile Picture
    Community Member on at

    Lead scoring is less about creating leads and more about evaluating existing ones. I don't think you could take any action from the model beyond point scoring?

    It sounds like you could potentially create a segment with relevant criteria eg clicked an email 5 times in a month and then use a customer journey to create leads for anyone who meets the segment criteria?

  • Suggested answer
    d_radulova Profile Picture
    d_radulova 2 User Group Leader on at

    Hello @jonrisual,

    From a technical point of view, you could try the following-

    1. create  a segment based on your lead scores as such

    dilyanaradulova.wordpress.com/.../

    2. Create  a customer journey with an entry point your segment.

    3. Add the create lead tile.

    4. Configure and activate your customer journey.

    And definitely let us know how you get on.

    From a business also point of view, it would be really interesting to see the scenario you are using this for. Is it an up selling scenario where you are offering existing customers new products?

    Thanks,

    -DD

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