Lead scoring rules format

Overview

A lead scoring rule encapsulates an interaction, or activity, that a visitor completes on your site. Interactions represent different steps of the customer journey and may span across different channels that characterize the visitor’s experience on your website. This experience may include what content the visitor sees, clicks on, downloads, searches for, and so on.

By defining a rule, you specify the interaction, the object, and the points visitors score if they complete the interaction.

NOTE: The object of the lead scoring rule is case-insensitive.

NOTE: You can choose whether visitors score points just once or every time they complete the interaction. Additionally, you can choose to use negative points to model visitor behavior, which diminishes their relevance to a particular scoring type. For more information, see Lead scoring rules.

For example, a condition may be the following:

Lead scoring rule

In the rule above, to score points, a visitor 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, except the View content with tag or category and the Visit page with UTM parameters rules, which are described in the next sections of the article:

  • Part of URL – contains any of the specified
  • Exact URL – exactly the specified

Following are some examples of what the URL of the object may be:

  • If you select Visit, start typing the page URL
  • If you select Download file, start typing the URL of the file
  • If you select Search, enter keywords, which the search term contains

Visitors 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.

To understand how changing rules affects Lead scorings calculations, see Retroactive scoring calculation rules.

If you do not specify threshold, the system assumes a threshold of 1.

Visit page with UTM parameters rule

For more information, see Track Google Analytics UTM parameters.

View content with tag or category rule

The rule View content with tag or category differs from the other rules. You use this rule to define scoring rule not for a particular interaction, but for entire class of interactions. For example, you can define a rule not for a particular news item, blog post, dynamic item, or page but for multiple such content items that you have classified using tags, categories, or custom classifications.

PREREQUISITES: Support for pages requires Sitefinity CMS 13.2 or later.

When you use this rule, you can choose from the following conditions:

  • All of… indicates that all classifications that you have set must be satisfied for this rule to categorize a particular visitor in the lead scoring type.
    If you assign different classifications to content items at different times, the visitor scores only once, at the moment when all classifications become applicable.
  • Any of… indicates that at least one of the classifications that you have set must be satisfied for this rule to categorize a particular visitor in the lead scoring type.
    If you assign different classifications to content items at different times, the visitor scores every time when any of the classifications become applicable.

NOTE: When you use hierarchical classifications, Sitefinity Insight flattens the hierarchy and considers all classifications at the same level. For example, consider the following classification hierarchy:

  • Sports
    • Soccer
  • News
    • Soccer

In this case, if your rule includes Soccer, items belonging to Sports, News, or Soccer will trigger the rule. If your rule includes News, the rule will trigger if your items are classified as either News or News » Soccer in Sitefinity CMS.

IMPORTANT: Sitefinity CMS always report the classifications to Sitefinity Insight in the site default language, even if the visitors see these classifications translated. When you create rules, use only the default site language.

If you have multiple sites reporting to the same data center, these sites use different default language, and they share the same classifications. In that case, you must create your rules to contain classifications in all default languages. For example, if you have two sites that share their tags, but have different default languages - English and German, your rule must look like tagEN or tagDE. This ensures that Sitefinity Insight correctly matches the reported events.

IMPORTANT: When you change your rule definitions, Sitefinity Insight recalculates the rules using historical data stored in your data center. Keep in mind that the View content with tag or category rule processes only data collected on or after December 9, 2020.

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