How to reset lead scores with smart campaign? | Community
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September 8, 2016
Question

How to reset lead scores with smart campaign?

  • September 8, 2016
  • 2 replies
  • 2455 views

I want to find a way to reset all lead scores accumulated till 60 days ago to 0, but keep the most recent 60 days lead score for all leads. After then, I would like to have the system reset the lead score once every 60 days.

Can anyone tell me how to use smart campaign to achieve that?

Thanks,

Leslie

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2 replies

September 8, 2016

You could do this a couple ways. One is to reset the lead score to 0 and then run you scoring campaigns with a filter on them of activities in the last 60 days.  If you run this as a batch every night you will have a rolling scoring that is always the last 60 days.

Josh_Hill13
Level 10
September 8, 2016

There are several threads on managing score resets. Please search.

In this case you may be able to

  • reset Lead Score, Behavior to =0
  • don't reset demo score
  • push back demo score to lead Score
  • run batches for leads with the behaviors in the past 60 days. You won't capture all of them, but it will be close.
Josh_Hill13
Level 10
September 8, 2016

I see, I missed the 60 day score reset.

  • every day, run a batch
    • qualify leads every 61 days
    • lower score by the amount you want or set to 0