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A
Anonymous
August 30, 2017
Question

Lead Scoring

  • August 30, 2017
  • 2 replies
  • 6894 views

Hey all:
We are starting our lead scoring campaign and I was hoping to find some info on best practices in terms of SETTING IT UP:) I have found alot of infomration on what lead scoring is, how to do it in terms of putting a value to an action or attribute, but I have not found something on the actual look of a smart campaign for said scoring. Does anyone have something I could look at? Or would you be able to advise? Do you just create a ton of smart campaigns to go with each action - i.e. fills out form - then do that flow? then create another smart campaign like visits page and then do that flow? And when you do a flow do you choice 1 - ? or do you change score and do each action? Sorry if this is confusing haha! hopefully it will make sense to someone. Your help is greatly appreciated. Thank you!

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2 replies

SydneyMulligan
SydneyMulligan
Level 7
August 30, 2017

Hi Brienne!

Yes, I would create a smart campaign for each type of behavior. So for a "Fills out form" score, I'd do:

Smart List: Trigger, Fills out Form, Form is not Unsubscribe

Flow: Change Score: Behavior Score +10 (or whatever value you want to use)

Have a series of Smart Campaigns like that for each type of activity you want to score (Visits booth at Trade Show, Clicks link in email, etc) that are all local assets of a Default program.

Also highly recommend checking out Marketo-Fu! My good friend @Joe Reitz​ made a good one about Lead Scoring here: Marketo-Fu - Episdode 12: Lead Scoring with Marketo - YouTube

But there are also many others that are helpful if you're just starting out or looking to learn more with Marketo!

    Josh_Hill13
    Josh_Hill13
    Level 10
    August 30, 2017

    please also take a look at additional details

    You searched for lead scoring - Marketing Rockstar Guides

    and in the Guide on my site.

    There is also a Program Import>Scoring Program example available in everyone's instance. I don't recommend it, but it is a good example.

    A
    Anonymous
    August 30, 2017

    Ok folks- qq- i tried to import the Marketo Library for behavior and demographic lead score but i get an error like this

    Behavior Score field does not exist in the target subscription

    Is this something i need to fix in Salesforce or Marketo? I am confused. Sorry really new to all of this so faking it till i make it:) @Sydney Mulligan​ Josh Soffe

    SydneyMulligan
    SydneyMulligan
    Level 7
    August 30, 2017

    Depends on if you want that field to ultimately exist in Salesforce. If so, create it in Salesforce and let it sync over. If you don't want it in Salesforce, you can create it in Marketo. Personally, I don't think it's important to have Behavior Score in Salesforce as long as you have Lead Score in Salesforce.

    A
    Anonymous
    August 30, 2017

    Thank you. I feel like I am on the right path yet really far away as it isn't reading to Salesforce and overall I am not getting anything but by campaign I am. I will attack again tomorrow with a fresh brain. Hoping to have that air fist pump moment.

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