Simple Scoring simple-scoring
Step 1: Create a Scoring Campaign step-create-a-scoring-campaign
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Go to the Marketing Activities area.
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Right-click your Learning folder and click New Campaign Folder.
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Name the campaign folder 鈥淪coring鈥� and click Create.
note note NOTE If you already have a Scoring folder, name this one something different, such as Scoring 1. Folder names must be unique. -
Right-click your Scoring folder and select New Smart Campaign.
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Name the campaign 鈥淐hange Score鈥� and click Create.
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Click the Smart List tab.
We want this campaign to run whenever a person fills out your Trial Request Form.
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Find and drag the Fills Out Form trigger onto the left canvas.
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Select My Form.
note note NOTE If you completed the Landing Page with a Form quick win, you should have the form. If you used a different name for your form, select that one. -
Click the Flow tab.
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Drag the Change Score flow action onto the left canvas.
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You can type any value to add to the person鈥檚 score. Let鈥檚 enter 鈥�+5鈥� in the Change field.
note tip TIP Good scoring campaigns are key to delivering high-quality people to Sales. Read . -
Click the Schedule tab and the Activate button.
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Click Activate on the confirmation screen.
Step 2: Fill Out the Form step-fill-out-the-form
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Select the landing page you created in the Landing Page with a Form quick win.
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Click Preview. The landing page will open in a new tab.
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Fill out the form with your first name, last name, and email address, then click Submit.
note note NOTE Use the same name and email address that you used when you first entered yourself as a person in order to apply the 鈥�+5鈥� score increase.
Step 3: View the Person Info step-view-the-person-info
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Go to the Database area.
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Search for email address you used when filling out the form.
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Double-click your person.
Your person details will open in a new tab or window. See how your score increased by 5 points for filling out the form?
Mission Complete! mission-complete
鈼� Mission 2: Landing Page with a Form
Mission 4: Email Auto-Response 鈻�