Contact Scoring
emfluence calculates a Contact (or Lead) Score for each contact on your list based on preset criteria for Emails, Landing Pages, and Surveys.Views, Clicks, Conversions, and other weighted metrics, are used to calculate a contact's score. You have the ability to create multiple contact scores in the system for different purposes, the primary score will show up on the contact record but you can use other contact score models in searches and dynamic queries. The primary score for any contact will show up at the top of their record, but all scores can be viewed on an individual contact or in a search.
Searching By Contact Score
You can now search for Contact Score in Query Builder. If you have more than one Contact Score in your account, more on that below, you can choose which Contact Score you wish to search for.
When querying against Contact Score data you can choose to search for those who have a score Equal To, Not Equal To, Less Than, Greater Than, or Between certain values. You can also search for a contact whose score Is Blank or Is Not Blank as well as searching for those included in a top percentage or top group with the highest Contact Scores.
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Adding/Editing Contact Scored
You can edit the Contact Score through the Options menu and create up to five different models.
Unless someone has previously created a Contact Score Model, the first time you go into Contact Score you will see the Default Contact Score in place.Clicking on the word Default will pop-up your scoring models and allow you to edit and save under a separate name. You can also click on the Add new model button to create a new scoring model. Once you have more than one score you will have the ability to choose which to make the "Primary" score (this is what will provide the default contact score for contacts, although all contact scores are searchable in Query Builder).
Having multiple scoring models allows you to have a single scoring set as the default for your account but also separate scoring sets for other purpose. For example, you marketing team may want a full year look at who is interacting with your emails, but a salesperson may only care about the last 90 days. Or, you may want to set-up a Contact Score for a workflow that then allows you to tweak it without having to tweak your overall Contact Score.
You can expand each section of the Contact Score Model and set scores. Check the box to overwrite either the score or the duration.
The scores for emails will apply to all emails equal. The same is true for surveys and landing pages. For website tracking, you can set defaults but you can also set custom webpage scoring to allow certain pages on your website to be worth more points than others. If you set up multiple rules and a single page view matches multiple rules only the score matching the rule highest on the list will be applied. Because of this, you will want to set your more specific pages near the top, and then more general rules (if needed) below.
In the example below all website tracking visits would count as 30 points, unless the page visited matched one of the rules below. The first rule is a specific blog article, and the second is a larger blog section of the website. Although the first and second would apply to someone hitting the Apple IOS blog article (since the page is part of the /blog section), only the first match will apply points. So someone going to the Apple IOS page would get 100 points while any other blog post would only earn them 10 points. And any page on the website outside of these two rules would be worth the default 30 points.
Domain Exclusion
If you want to exclude a certain domain from contact scoring, you can do this through the use of Domain Exclusion. This may be because your own domain is being overly weighted due to internal testing, etc., or for another reason why you might not want a certain domain included in your model. At the top of any scoring model, under Options, you will find the ability to add domains you want excluded from scoring. After saving, click the button to Update Scores to force the new settings to take effect.
Manual Score Adjustment
You also have the ability to edit the score of a single contact, perhaps to boost the score for an action taken outside of emfluence (a phone call for instance). Opening up the contact's record, on the Contact Scores tab, you can click the icon to Add Manual Score Adjustment choosing the value to add to the score, the timeframe you want the score applied, and an optional description explaining why you are making the change.
You may need to refresh the Contact Score in the Options menu in order to see the changes apply. A record of the change will be added to the contact.
