Ensure your organization is ready to use scoring by enabling your database or CRM to use it.

Before you begin

1. Make sure scoring is enabled for your organization. If not, contact support.
2. Associate the scoring model with a database at the organization level. For instructions, refer to 'Associate the scoring model with a database'.

If your organization is CRM enabled, do the following:

1. Associate your CRM database with scoring.
2. Sync your contacts with your CRM tool.
3. Create a scoring model.

Add a database

Make sure a database is associated with your scoring model before using contact scoring. Otherwise, an error message appears.

Your organization admin must perform the following steps:

1. Open Settings and navigate to Org admin > Organization settings.
2. Click CRM and Scoring settings.
3. Verify the Scoring database field is empty and then click Edit.
4. Click Select to choose a database from the Shared folder.
5. Click Save.

Enable scoring

Confirm and/or enable Scoring for your organization. By default, contact scoring should be enabled on a new organization.

1. (Standard and Org admin) Verify whether the scoring item is available on the main navigation bar.
2. (Org admin) Navigate to Settings > Organization settings > CRM and scoring settings and confirm if you can select a database to be used with scoring. You should see Scoring database: [your database].

If scoring is not enabled, contact support to request for it to be enabled.

Note: Only mailings that have been sent can be used in scoring.