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Jennifer_Turner
New Participant
April 20, 2021
Solved

Smart list for zero score change in time period

  • April 20, 2021
  • 2 replies
  • 3077 views

I want to marketing disqualify any leads whose person score has remained at zero for 180 days, will the below smart list work? 

 

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Best answer by Michael_Florin-2

No.

 

Let's look at score first. You're looking for persons whose score is 0 and wasn't changed in 180 days. That would be this:

 

 

Now, they also need to be at least 180 days old, right? Acquisition Date "in future" or "in future after" is looking into the wrong direction. You need to look into the past.

 

 

"In past before" is tricky as it also finds persons whose "created at" date is empty, but I guess that case cannot exist.

 

2 replies

Katja_Keesom
Katja_Keesom
Community Manager
April 20, 2021

In addition to @michael_florin-2 's comments which are totally on point, please bear in mind the retention period for the Change Score activity is 90 days, so you cannot look back that far to achieve what you want.

A reliable way to achieve what you want is to create a last score change date or datetime field that you stamp with every score change. Based on this date you could reference your 180 days.

    Michael_Florin-2
    Michael_Florin-2
    New Participant
    April 20, 2021

    Thanks for the addition, Katja, and you're certainly right.

     

    But to be honest, I haven't really understood how this retention restriction was executed. I am still seeing data value changes  and scoring changes that are beyond the expected time frame:

     

     

    SanfordWhiteman
    SanfordWhiteman
    New Participant
    April 20, 2021
    The database gets garbage-collected irregularly, which can be confusing, but eventually the retention period is enforced.
    Michael_Florin-2
    Michael_Florin-2Accepted solution
    New Participant
    April 20, 2021

    No.

     

    Let's look at score first. You're looking for persons whose score is 0 and wasn't changed in 180 days. That would be this:

     

     

    Now, they also need to be at least 180 days old, right? Acquisition Date "in future" or "in future after" is looking into the wrong direction. You need to look into the past.

     

     

    "In past before" is tricky as it also finds persons whose "created at" date is empty, but I guess that case cannot exist.

     

      J
      Jennifer_TurnerAuthor
      New Participant
      April 20, 2021

      Thanks so much for your help with this Michael, much appreciated. 

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