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JB_Peterson
JB_Peterson
New Participant
June 3, 2016
Solved

Lead Score not changing with activity

  • June 3, 2016
  • 2 replies
  • 2589 views

We have one particular lead whose score is not changing even though it shows click activity, etc. Is there any way that a lead can circumvent scoring (private browsing?)? I should also note that the lead was previously not engaged with any of our marketing and has a negative score.

Any insight would be great.

Thanks,

JB

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Best answer by Grégoire_Miche2

Hi JB,

The first place to look at is the lead activity log. If the lead has these activities recorded in the log and the score does not appear just after in the logs, then either the way the scoring smart campaigns filter this lead out or you have an issue that is worth a support call.

When we set up scoring, we usually define a "do not score" list that contains employees, competitors, blacklisted, deactivated contacts, etc... Then, in the scoring smart campaigns, the members of this smart list will be filtered out and not scored.

-Greg

2 replies

Jim_Thao7
Jim_Thao7
New Participant
June 3, 2016

Scoring is based on smart campaign smart list criteria.  If the lead has activity (shows in the activity log) and that activity is being used as filter criteria in your smart list, the lead should qualify and the flow actions processed accordingly.

You may want to review your smart list criteria to see if the lead did indeed qualify.  Else, there may be another issue.

Grégoire_Miche2
Grégoire_Miche2Accepted solution
New Participant
June 3, 2016

Hi JB,

The first place to look at is the lead activity log. If the lead has these activities recorded in the log and the score does not appear just after in the logs, then either the way the scoring smart campaigns filter this lead out or you have an issue that is worth a support call.

When we set up scoring, we usually define a "do not score" list that contains employees, competitors, blacklisted, deactivated contacts, etc... Then, in the scoring smart campaigns, the members of this smart list will be filtered out and not scored.

-Greg

JB_Peterson
JB_PetersonAuthor
New Participant
June 3, 2016

Thank you. Will submit a ticket. Items that should be scoring are showing up in the activity log.

Grégoire_Miche2
Grégoire_Miche2
New Participant
June 3, 2016

Hi again JB,

Look at your scoring smart campaign: they may have filters together with their trigger that excluded this lead.

It can also be related to a workspace issue. If the lead is in a partition that is not "visible" from the workspace in which the scoring campaigns are hosted, then they would not fire.

-Greg

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