A lead scoring rule encapsulates an interaction, or activity, that a contact completes on your site. Rules thus consist of an interaction a contact completes and an additional clarification, that is, the object upon which the interaction occurs. Interactions represent different steps of the customer journey and may span across different channels that characterize the contact’s experience on your website. This experience may include what content the customer sees, clicks on, downloads, searches for, and so on.
By defining a rule, you specify the interaction, the object, and the points contacts score if they complete the interaction.
NOTE: You can choose whether contacts score points just once or every time they complete the interaction. For more information, see Lead scoring rules.
For example, a condition may be the following:
In the rule above, to score points, a contact needs to visit a site whose address starts with the specific fragment indicated.
NOTE: You can just start typing and the system will autocomplete the URL address or fragment.
When defining the lead scoring rules, you can choose from the following conditions:
Following are some examples of what the URL of the object may be:
Contacts matching one or more of these rules accumulate scores towards the respective scoring type.
Rules are not bound to one scoring type and can be scored against any type with different values (anything different from zero is considered), depending on your requirements.
If you edit a rule, collected data is affected from the moment when you changed the respective rule and historical data is not affected.
If you do not specify threshold, the system should treat as it would threat a threshold of “1”.
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