1. Setting up a Scoring Rule
- Click Target in the top menu bar.
- Select Scoring.
- Click New Scoring
Or
To copy an existing rule set, click 
to edit and create a similar scoring program.
- In the Title box type a Name. It is recommended that you use a name that uniquely identifies the scoring program, and will allow you to recognise it quickly and easily.
- Select an Event Type from the drop down, choose criteria based on the event type and enter a value in the text box.
- Click Add New Item if you want to create lead scores based on two or more rules (events).
- Click Save to add your Lead Scoring rule.
2. Establishing Targeting Threshold Rule
Establish a threshold rule for your Scoring program that will enable you to automatically route leads to Sales or trigger a targeted action. A Scoring threshold can help your Marketing team create better leads and help your Sales Team convert more leads by focusing their efforts on the highest quality leads.
To establish a threshold:
- Click Target from the top menu bar, select Targeting Rules and click New Targeting Rule.
- The "Targeting Rules" window will then appear, click on the Visitor::Scoring category and select Scoring.
- Select the Scoring Rule from the drop down and enter the threshold value in the text box.
- Click Save to add the new Targeting Rule.
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You can further refine your Scoring rule by adding more criteria from any of the several categories. See Categories for Rules for more information. |
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Although you have now created a new Scoring Rule and a Targeting Threshold, no actions will take place on your website until you have also created a Targeted Action. |
How does Scoring Calculate the Score?
When calculating the score for each visit, Scoring counts the Event(s) specified in each rule every time the visitor meets the rule criteria during the visit.. For example, when a visitor views the same product page multiple times in the same visit, Scoring grants the score specified for that Event each time. If the same visitor visits the same product page in a later visit, Scoring counts the Event again and adds it to the visitor's total score.
Use Case – Qualifying your Prospective TV Buyers with Scoring
See Use Case – Qualifying your prospective TV Buyers with Scoring, to view an example on how to use and set Scoring Rules and Actions.
Managing Existing Scoring Rules
The initial page of the Scoring application (Target > Scoring) displays a list of previously defined Scoring rules.
To manage existing Scoring rules, use the following basic actions:
- – opens Scoring's editing interface, where you can configure the events and the points calculated for visitors.
– deletes the Scoring.