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June 8, 2015
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Lead Scoring by Company

  • June 8, 2015
  • 1 reply
  • 1643 views

How can I capture through lead scoring if multiple individuals from the same company are accessing our content?

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Best answer by Edward_Masson

Need to have a smart campaign to listen for your named accounts that you're monitoring.

The quickest way is to use a partial email address as your data point.

Create a smart campaign for your first Named account. Add the filter Email Address and have it set for Contains with part of the account email address e.g. Email Address Contains @HP.com or @Apple.com Then add your score flow step. Schedule this to come on once a day to process.

If you want it in real time, add trigger lead created AND use filter Email Address Contains @HP.com or @Apple.com.

Then once a new lead is created AND their email address contains x then your score smart campaign with process that lead.

1 reply

Edward_Masson
Edward_MassonAccepted solution
Level 10
September 5, 2015

Need to have a smart campaign to listen for your named accounts that you're monitoring.

The quickest way is to use a partial email address as your data point.

Create a smart campaign for your first Named account. Add the filter Email Address and have it set for Contains with part of the account email address e.g. Email Address Contains @HP.com or @Apple.com Then add your score flow step. Schedule this to come on once a day to process.

If you want it in real time, add trigger lead created AND use filter Email Address Contains @HP.com or @Apple.com.

Then once a new lead is created AND their email address contains x then your score smart campaign with process that lead.