Thanks to the SALESmanago scoring system you can accurately track the activity of a contact. You can edit the default scoring according to your needs. In order to do that you need to go to Settings => Scoring. However, thanks to automation rules you can give extra points or deduct them if some activity (event) is particularly important to you. For example: “Contact visited URL”, or “Contact opened email”.
Go to AUTOMATION PROCESSES => WORKFLOW
From the list of the elements in Workflow choose Action => Add scoring to a contact
Next, go to the settings of the action.
In this action, you need to:
[Score] – determine how many points should be added to a contact scoring or how many points should be deducted.
IMPORTANT: When you want to deduct points, write e.g. -5
Click Save changes.
If you need more information about the topic mentioned above, please contact us:
support@salesmanago.com
+1 800 960 0640