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Act-On Software

Adding an Overall Lead Score List to a Marketing List

 

Within Act-On you have the ability to assign a numeric value to a generic or specific action. As a person interacts with your various Act-On assets (i.e., website, forms, media files, etc.) they will continue to raise their lead score.

Creating an Overall Lead Score list allows you to segment and define a grouping of leads or contacts based on their individual lead score which allows for greater visibility to your most viable prospects and further allows for a more results-driven targeted campaign. This list will pull the leads and contacts from all of the Marketing lists you’ve imported and/or uploaded into one overall Lead Score list.

Creating the Overall Lead Score List

  • Click Contacts, and then click Marketing Lists.
  • Click New.
  • Enter the name of your new list (e.g., ‘Overall Lead Score’) in the Enter New List Name field.
  • Select the folder where you would like the list to be stored.
  • Under the Set Up New List Contents drop-down, choose Locate contacts with specific response behaviors.
  • Under the Behavior section, select the drop-down that says All Specified Behaviors and change it to Overall Behavior Score.
  • In the drop-down that populates, select At Least This Many and set the numeric value to 1.
Note: This list will provide you any lead or contact with a lead score of at least 1. You can then segment the list if you are searching for leads and contacts with a different or higher lead score (i.e., greater than 25).

Optional - Create a Folder

  1. Click Contacts, and then click Marketing Lists.
  2. Hover over your folders and click Manage.
  3. Click Add.
  4. Enter a folder name (e.g., 'Overall Lead Scores') and click Add.

Creating an Overall Lead Score folder allows you to take your defined lead score lists (e.g., lead scores between 1-20 or lead scores between 25-50) and aggregate them in one location for ease of use and access.

Set up a List Maintenance Program

You can set a List Maintenance program to automatically update the Lead Score column in your new list. See steps below:

  1. Open the Overall Lead Score list. Choose More Actions > Change List Columns.
  2. Click the Add Column button. New Column name is Lead Score. Press Submit and then Save.
  3. To the right of your Overall Lead Score list, click the Green Down Arrow, click Maintenance, and then click Set Up Maintenance Program.
  4. Give your program a title (e.g., 'Update Lead Scores') and click to Add Step.
  5. Choose Change Field Value.
  6. Click the drop-down menu Specify Field and choose Lead Score.
  7. Click the drop-down men Set Value To and choose Set Value to Behavioral Score. Click Done and then Save.
  8. Click the hyperlink Only when clicking the Now button and set this program on an automated sync. 
  9. Click the Now button to update all of the leads and contacts already in this program.
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