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Level 3
July 20, 2017
Question

Multiple Scoring Models

  • July 20, 2017
  • 1 reply
  • 3032 views

How do you handle multiple scoring models?

We serve multiple industries, so we have different personas for Healthcare vs Apparel vs Foodservice, etc. Both their demographics and behavioral activity are different from one another.

Would we have to create a Healthcare Behavior Score field, a Healthcare Demographic Score field, and a Healthcare Total Score field?... Create a Healthcare Scoring campaign... and then so on for each persona?

This seems like ALOT of different campaigns running in the background, but not sure else how to do it?

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1 reply

July 20, 2017

Hi Erin,

Like you, we also have a number of different Industries for which we run different campaigns. However, we managed to create a single lead scoring model in such a way that allows you to score them respectively. You don't have to do this, although it is simpler to have a single lead scoring model.

If I understand your scenario correctly, it doesn't sound like you have to create different fields for scoring either, you can use the same field.

Josh_Hill13
Level 10
July 20, 2017

Agreed, in this scenario the leads are separate and the same fields can be used.

You can use Choice steps and smart lists to have a single or mostly single scoring set of campaigns. However, not every campaign may apply to both, so be sure to plan it out carefully. You'll need separate Scoring tokens for each Type of Score, if Apparel gets a diff score from Foodservice.