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Devraj_Grewal
Devraj_Grewal
Level 10
July 15, 2016
Solved

NULLify lead score and then adjust it

  • July 15, 2016
  • 1 reply
  • 3460 views

Hello,

I want to re-calculate some of our lead scores. I first want to nullify the value and then depending on previous activity, award points back to leads (ex. +5, +10). If I were to first nullify the score and then change the value from NULL to 5, will that register as a 5 point increase? Or does the score need to actually have gone from 0 to 5 or 1 to 6, etc. to register as a 5 point increase? I don't want these leads to register as increases and bubble to the top of the Best Bets, I simply want to re-calculate their scoring.

Thanks.

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Best answer by Josh_Hill13

There are several threads on this process.

  1. Yes you can set the score to NULL (using Change Data Value) or 0 with Change Score.
  2. Yes, if you do +5, a campaign could see that as an increase and trigger MQL
  3. To avoid #2, be sure to turn off your MQL or Score triggers until you are done.

best to do this on weekend or fridays.

1 reply

Josh_Hill13
Josh_Hill13Accepted solution
Level 10
July 15, 2016

There are several threads on this process.

  1. Yes you can set the score to NULL (using Change Data Value) or 0 with Change Score.
  2. Yes, if you do +5, a campaign could see that as an increase and trigger MQL
  3. To avoid #2, be sure to turn off your MQL or Score triggers until you are done.

best to do this on weekend or fridays.

Devraj_Grewal
Devraj_GrewalAuthor
Level 10
July 18, 2016

Josh,

Any sure fire way that changing the lead score data value from NULL to 5 wouldn't register as a 5 point lead score increase and bubble those leads up in Sales Insight?

Thanks.

ChristinaZuniga
ChristinaZuniga
Level 9
July 18, 2016

Are you concerned that you'll set to NULL, then change their score to 5 and then Marketo will send it to SFDC as "+5" instead of 5 total?

It shouldn't do that but if you want to be very, very sure about it have a change score step to NULL then a wait step that gives plenty of time for the CRM to Marketo sync, then another change score to 5.

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