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A
Anonymous
June 23, 2015
Question

lead scoring

  • June 23, 2015
  • 3 replies
  • 1798 views

How do I actually set up our lead scoring? 

I have my scores all mapped out but i can not find the technical set up process in marketo.  I search lead score and it shows no results.

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3 replies

Josh_Hill13
Josh_Hill13
Level 10
June 23, 2015

see my guide:

Marketing Rockstar's Guide to Marketo - How to Use MarketoMarketing Rockstar Guides

then use Import Program to use Marketo's basic Lead Scoring Program to start with.

A
Anonymous
June 23, 2015

There is also this document:

Scoring Campaigns

Was a good source for me.

A
Anonymous
June 23, 2015

Here is how we do it (and this is very basic framework - the guides that the guys gave you are much more detailed and comprehensive):

1. Define the different types of scores (don't forget negative scores for inactivity and unsubscribes)

2. Create an operational program called "Lead Scoring"

3. Set up triggered smart campaigns for each types of the scores you defined within the program (i.e. Trigger = fills out the form, Flow = Change score +10)

4. Set up retro-active filter-based smart campaigns to catch as many of existing leads as you can

5. Run the filtered campaigns

6. Activate the triggered campaigns

...and you are all set

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