Simple Scoring

Last update: July 21, 2023
PREREQUISITES

Step 1: Create a Scoring Campaign

  1. Go to the Marketing Activities area.

  2. Right-click your Learning folder and click New Campaign Folder.

  3. Name the campaign folder “Scoring” and click Create.

    NOTE
    If you already have a Scoring folder, name this one something different, such as Scoring 1. Folder names must be unique.

  4. Right-click your Scoring folder and select New Smart Campaign.

  5. Name the campaign “Change Score” and click Create.

  6. Click the Smart List tab.

    We want this campaign to run whenever a person fills out your Trial Request Form.

  7. Find and drag the Fills Out Form trigger onto the left canvas.

  8. Select My Form.

    NOTE
    If you completed the Landing Page with a Form quick win, you should have the form. If you used a different name for your form, select that one.

  9. Click the Flow tab.

  10. Drag the Change Score flow action onto the left canvas.

  11. You can type any value to add to the person’s score. Let’s enter “+5” in the Change field.

    TIP
    Good scoring campaigns are key to delivering high-quality people to Sales. Read The Definitive Guide to Lead Scoring.

  12. Click the Schedule tab and the Activate button.

  13. Click Activate on the confirmation screen.

NOTE
Once active, this campaign will run every time a person fills out the form. The campaign will keep running until it’s deactivated.