B2B Edition

Manage predictive lead and account scoring in Adobe Real-Time Customer Data Platform, B2B Edition

Last update: November 14, 2023

CREATED FOR:

  • Admin
NOTE
Only users with Manage B2B AI permission can create, change, and delete score goals.

This tutorial walks you through the steps to manage score goals of the predictive lead and account scoring service. Score goals can be for either person profile or account profile

Create a new score

To create a new score, select the Services in the sidebar and select Create score.

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The Basic information screen appears, prompting you to select a profile type, enter a name, and an optional description. When finished, select Next.

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The Define your goal screen appears. Select the dropdown arrow and then select a goal type from the dropdown window that appears.

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The Goal specifics dialogue opens. Select the dropdown arrow and then select goal field name from the dropdown window that appears.

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The Goal conditions selection appears. Select the dropdown arrow and then select condition from the dropdown window that appears.

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The Goal value field appears. Next, configure your Goal specifics. Select the Enter Field Value panel and enter your goal value.

NOTE
Multiple goal values can be added.

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To add additional fields, select Add field.

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To configure the prediction timeframe, select the dropdown arrow and then select your timeframe of choice.

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The selected merge policy determines how the field values of a person profile are selected. Using the dropdown arrow select your merge policy of choice and then select Finish.

The Scoring setup is complete dialogue appears confirming the new score has been created. Select OK.

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NOTE
It can take up to 24 hours for each scoring process to complete.

You are returned to the Services tab where you can see the new score created in the list of scores.

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Select the score to view details and additional information about the last run details.

plas-score-additional-information

For more detailed information about the error codes that can be seen under the last run details, please refer to the section on leads AI pipeline error codes in this document.

Edit a score

To edit a score, select a score from the Services tab and select Edit from the additional details panel on the right side of the screen.

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The Edit instance dialogue appears, where you can edit the description for the score. Make your changes and select Save.

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NOTE
The score configuration cannot be changed as this will trigger model retraining and re-scoring. It is the equivalent of deleting the score and creating a new score. To edit the configuration of the score, you will need to clone this score or create a new score.

You are returned to the Services tab. Select the score to view the updated description details in the additional details panel on the right side of the screen.

Clone a score

To clone a score, select a score from the Services tab and select Clone from the additional details panel on the right side of the screen.

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The Basic information screen appears. The profile type, name, and description is cloned from the original score. Amend these details and select Next.

plas-clone-basic-info

The Define your goal screen appears. Complete the goals section as you would when creating a new score and select Finish.

You are returned to the Services tab where you can see the newly cloned score in the list.

NOTE
The Define your goal section is not cloned from the original score.

Delete a score

To delete a score, select a score from the Services tab and select Delete from the additional details panel on the right side of the screen.

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The Delete documentation confirmation dialog appears. Select Delete.

plas-delete-score-confirmation

NOTE
Deleting the score definition would also delete all the predicted scores on person profile or account profile, but not the field group created for the score definition. The field group will be left “orphaned” in the data model.

You are returned to the Services tab where you can no longer see the score in the list.