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A
Anonymous
February 21, 2014
Solved

Remove Lead Scoring from a Campaign

  • February 21, 2014
  • 6 replies
  • 2042 views
Hi,
I'm hoping to get some help with this. We're running drip campaigns for current customers through Marketo. These have links to videos, past webinars that we have placed on-demand and other items that when they click on them, they get points added to their lead score. These points scores are pushed into SFDC and then our sales people are seeing these huge jump in lead scores which is causing some confusion.

My question is, is there a way to remove lead scoring from the campaign these people are under to avoid this confusion?
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Best answer by
Hey Chris,

Do you have some field that identifies these people as current customers? You could add a filter to scoring campaigns to those individuals from having scores increased.

Another way would be to add a filter on your scoring campaigns that filters for:

Member of Program:
Lead Not In       Program Name

6 replies

A
Anonymous
Accepted solution
February 21, 2014
Hey Chris,

Do you have some field that identifies these people as current customers? You could add a filter to scoring campaigns to those individuals from having scores increased.

Another way would be to add a filter on your scoring campaigns that filters for:

Member of Program:
Lead Not In       Program Name
A
Anonymous
February 21, 2014
Create a new program and a few campaigns for each event you score........
Smart list 1: Opened email is...........
Flow: Change score.....-5 (the opposite of what you would score them for clicking an email)

Smart list 2: Clicked link is...........
Flow 2: Change score..... -10

You will need to know what events you are scoring and just instead of normally adding we subtract this time. So effectivly, all leads will have the same score after interacting with your new campaign.

Hopefully this was helpful.
B
Conor_Fitzpatri
Conor_Fitzpatri
Level 5
February 21, 2014
Chris,

I would suggest the following:
  1. You should modify your existing scoring campaigns and add constraints so it is only scoring your prospects rather than current customers. For example, we have a field on the SFDC Account called Type that designates if they are Customer, Prospect, or Partner. In this case, we just add Type is not Customer or Partner to all our scoring campaigns to exlcude them.
  2. You can set up a smart campaign to reset the score of these current customers. On your smart list just make sure to enter the appropriate filters to grab current customers (e.g. SFDC Account Type = Customer) and you can have the flow action set the Lead Score = 0 or subtract any number of points.
Edward_Masson
Edward_Masson
Level 10
February 21, 2014
Is that not the whole point of lead scoring showing renewed interest with the brand?

If its huge jumps in score, are they getting more scores due to multiple clicks?
May need to look at how your score is set up to minamise it to one click.

It can be done, lots of hard work really.
figure out all the items your scoing on that the campaign members can click, fill out forms etc.

Then run smart lists to find who's score went up by x and remove that score by using Chnage data value filter and select the approprate score that was affected.
Conor_Fitzpatri
Conor_Fitzpatri
Level 5
February 21, 2014
To Edward's point, I'd also set up seperate scoring campaigns for current customers to measure engagement with your product and brand. You would just use the opposite filter, SFDC Account Type is Customer, in these campaigns.
A
Anonymous
February 21, 2014
Discussion of scoring prospects vs. customers is very interesting...I had some questions but did not want to threadjack so posted here. Appreciate any insight:

https://community.marketo.com/MarketoDiscussionDetail?id=90650000000PmPZAA0
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