How can I create a lead scoring campaign for multiple site visits in a week? | Community
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Level 3
June 24, 2024
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How can I create a lead scoring campaign for multiple site visits in a week?

  • June 24, 2024
  • 3 replies
  • 3810 views

I'm trying to set up a smart campaign that will give points to someone who visits the website and then visits again within a 7 day period. Initially I set this up with a trigger of 'Visits web page' containing our domain (but not unsub, comm preference pages etc...) and then in the flow had a 7 day wait and then if they visited the site again it would add the points too them, however, somehow this is already changing the score when they visit multiple pages on the same day (before the 7 day wait period has ended too).

 

Does anyone have a lead scoring campaign set up for this that works? Or an idea of how to exclude visits in the same day (we have a separate campaign for multiple page views in one day and visits to certain key pages) and to make it wait to see if they visit again on a new day? I can't see a way to use the "Date of Activity" in the trigger to make it wait for 7 days or exclude multiple page views on same day.

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Best answer by Ruchi_Lapran1

You can apply several approaches. For example, you can stamp the last visit date for the leads and use a custom field Recent Page Visit Date or Last Page Visit Date or anything that resonates with the tracking requirement.

1. Last Page Visit Date Campaign: Trigger is Visits Web Page, apply constraints on pages you are using already (unsub, comm preference pages etc...). Flow is Change Data Value Last Page Visit Date = {{system.date}} or {{system.datetime}}

 

2. Scoring Campaign for Page Visits: Trigger is Visits Web Page, constraint to exclude pages unsub, comm preference pages etc. The Change Score Flow Step: If Last Page Visit Date is in past 7 days, change Behaviour score to X points.

In case you wish to skip last 24 hours and score activity 7 days before that, use wait step 7days> apply choice in Change Score Flow step if Last Page Visit Date is in past before 1 day then change Behaviour score X points.

 

If you want to apply a campaign schedule to run every 7 days, wait step can be skipped.

3 replies

SanfordWhiteman
Level 10
June 24, 2024

 

trevlarrrAuthor
Level 3
June 26, 2024

It's already set to run through once every seven days! It's set up with the following:

Smart list - Trigger: When visits web page containing [domain]
Flow - Wait 7 Days > if visits web page containing [domain] add points; otherwise do nothing
Schedule - Each person can flow through once every 7 days

Yet it's adding the points as soon as they visit another page before the 7 day wait has concluded.

SanfordWhiteman
Level 10
June 26, 2024

Obviously take out the Wait. That’s causing your confusion.

 

The only thing you need is for the person to qualify a maximum of every 7 days. They cannot be scored if they don’t qualify.

 

 

Ruchi_Lapran1
Adobe Champion
Ruchi_Lapran1Adobe ChampionAccepted solution
Adobe Champion
June 27, 2024

You can apply several approaches. For example, you can stamp the last visit date for the leads and use a custom field Recent Page Visit Date or Last Page Visit Date or anything that resonates with the tracking requirement.

1. Last Page Visit Date Campaign: Trigger is Visits Web Page, apply constraints on pages you are using already (unsub, comm preference pages etc...). Flow is Change Data Value Last Page Visit Date = {{system.date}} or {{system.datetime}}

 

2. Scoring Campaign for Page Visits: Trigger is Visits Web Page, constraint to exclude pages unsub, comm preference pages etc. The Change Score Flow Step: If Last Page Visit Date is in past 7 days, change Behaviour score to X points.

In case you wish to skip last 24 hours and score activity 7 days before that, use wait step 7days> apply choice in Change Score Flow step if Last Page Visit Date is in past before 1 day then change Behaviour score X points.

 

If you want to apply a campaign schedule to run every 7 days, wait step can be skipped.

trevlarrrAuthor
Level 3
June 27, 2024

Thanks Ruchi, I will try this and see if this solves the issue.

Katja_Keesom
Community Advisor and Adobe Champion
Community Advisor and Adobe Champion
June 27, 2024

Not a fan of wait steps at all in this case. @ruchi_lapran1 's approach would work, but you can also explore using constraints looking at frequency like this to add a "frequency bonus" to your individual scores:

The minimum number of times constraint by itself is rather useless, but in combination with the date range constraint it works quite well.

Ruchi_Lapran1
Adobe Champion
Adobe Champion
June 27, 2024

Ensuring the wait step is configured correctly to prevent premature scoring is very important. Scoring mechanism needs detailed brainstorming and regular monitoring of the outcomes until you get the desired results. You may adjust the campaign based on lead behavior.