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NicoleWoodley
Level 2
Aug 21, 2020 12:27 PM UTC
Question

Lead Scoring / Formula Fields

I need to create a Logic as follows: Example: Field: CCVE Behaviour Score Field: CCVE Demographic Score Field: CCVE Lead Score I want to do the following: IF CCVE Behaviour Score greater than 100 AND IF CCVE Demographic Score greater than 100 Give the CCVE Lead Score Field the Value: B3

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3 replies

Matt_Tonkin-RP
Matt_Tonkin-RP
Level 2
Aug 21, 2020 1:10 PM UTC

One way you could accomplish this if the LetterNumber rank is likely to change often is using a segment and then a smart campaign to adjust the field value.

So you apply the correct scores for each segment rank (assuming A-D and 1-4 or something like this) then have a trigger smart campaign on the segment change that populates the Lead Score.

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NicoleWoodleyAuthor
Level 2
Aug 21, 2020 3:48 PM UTC

Thank you for that Idea I will try this.

 

 

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SanfordWhiteman
User Group Leader
SanfordWhitemanUser Group Leader
User Group Leader
Aug 21, 2020 6:48 PM UTC

As written, this simply sounds like 2 AND filters in a Smart List. Wouldn't appear to need a segmentation.  If anything, the filters available in a segment's Smart List are more restrictive than the filters you get in a standard batch campaign.

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