When you turn on the scoring model for the first time, it will start scoring behaviors such as opens and clicks. You can add all 'opens' to your lead score from a particular email.
Retroactively update contact scoring
- Create a query with the criteria 'Has opened email (your email name)'.
- Save and calculate the query.
- Enter a field nameand field type to add a database field.
- Select Set field values on the database Summary page.
- Choose the new numeric field you added to your database in the Select contact source
- Choose Only contacts who > Opened under Set values for.
Note: Other options such as clicked or downloaded are available. Choose the option that fits your situation.
- Select Reset all values to: and add the number you want to add to your score. For example, if you want to add three points every time someone opens an email, add the number 3 in this field.
- Click Next and submit the data job to update your contacts by adding the score to the new field.
- Go to your lead score model and click Enable scoring from the data fields link to add the score to your overall lead score.
- In the Include scores from data fields section, select Create data field score.
- Select the numeric field that contains the scores you want to add.
Renaming a scoring model
The name of the scoring model must remain the same, but you can request more scoring models.
When you have multiple scoring models, you can create a new scoring model with the proper name and then delete the old one.
To keep your previous scores, you can click Enable scores from data fields in the new model, and select the fields from your old model. Your old scores are added to the new scoring model.
Recalculate a scoring model
If you recently updated your scoring model, keep in mind that some of the contact's scores in your database might be based on an old scoring model. Use Recalculate button to keep your model useful. It retroactively re-scores all the contacts in the database back to the time of creation of the model and points.
Deleting a scoring model
When you have multiple scoring models, you can use the Score model manager to delete a scoring model within your list.
If you only have one scoring model:
- Go to Scoring > Scoring models.
- Select Change Template.
- A confirmation message will appear. Select Yes, Change to confirm the deletion of the scoring model.
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