Add Together Lead Scores

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

1. In the ​Administration​ > ​Attributes​ area, create the following new custom user attributes.

   Name	Data Type
   Opens1Point	Number
   Clicks2Points	Number
   Purchase3Points	Number
   LeadScoring_Total	Number

2. In the ​Automation​ area, create three event-based automations. You can create all three automations on a whiteboard.

   Event	Job	Target Attribute	Value
   Message Opened (C)​	​Increase or Decrease Profile Value (C)​	Opens1Point	1
   ​Message Link Clicked (C)​		Clicks2Points	2
   ​Conversion Registered (C)​		Purchase3Points	3

Procedure

1. 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']}

2. Click the ​Save​ button.

3. Select the profile-based automation and click the ​Activate​ button.
   ⇒ The profile-based automation is now active.

4. 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.

Related Topics​

Operations​