Manage contacts: Set score

SALESmanago gives you a possibility of the collective management of contact groups. One way of managing contacts is performing group actions towards the specified contact group. You can do so in the Manage contacts panel where you can choose various types of actions you can activate. Action Set score lets you add the numerical score value chosen by you to the selected contact group. The score reflects the degree of the contact activity. Contact is granted score when it opens emails, clicks the links in the emails, visits our website etc.

Go to CRM → Contact list → Manage contacts

Above the list of action you can find fields in which you can define the contacts for which you want to trigger the action. Determine the contact group and then choose the action Set score from the list that is marked on the above illustration. Then, go to the settings of the action.

[1] Tick the option set score.

[2] Score – enter the number of points that will be assigned to each selected contact. It means that the old score is replaced with the new value.

EXAMPLE: If the contact has had the score that reached 100 points, and we set new scoring that amounts to 10, it means that the contacts’ new score will be 10. 

To confirm the action, click the Perform actions button that you can find below the list of actions.

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