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Add Together Lead Scores
- 1 Minute to read
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- DarkLight
Goal
To calculate a total lead score for a contact. This is the sum of the points the contact has for each open, click and purchase
Background Information
In this example you assign a contact 1 point for every open, 2 points for every click and 3 points for every purchase. This data is stored in 3 separate attributes. You use an operation to add the scores together.
Prerequisites
In the Administration > Attributes area, create the following new custom user attributes.
Name
Data Type
Opens1Point
Number
Clicks2Points
Number
Purchase3Points
Number
LeadScoring_Total
Number
In the Automation area, create three event-based automations. You can create all three automations on a whiteboard.
Event
Job
Target Attribute
Value
Increase or Decrease Profile Value (C)
Opens1Point
1
Clicks2Points
2
Purchase3Points
3
Procedure
In Automation, create a new profile-based automation with the type Operation.
The target attribute is LeadScoring_Total.
The operation has the following expression:${user.CustomAttribute['Opens1Point']+user.CustomAttribute['Clicks2Points']+user.CustomAttribute['Purchase3Points']}
Click the Save button.
Select the profile-based automation and click the Activate button.
⇒ The profile-based automation is now active.Click the Apply Automations button.
⇒ Engage applies the automation to all contacts in the system. This can take a long time. An email notifies you when the automation is finished.