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Act-On Software

Injecting a Behavior Score into a List Field

 

The behavior score allows you to determine how interactive your leads and contacts have been with your Act-On marketing materials.

This information is vital for properly nurturing leads and funneling them through the sales process. For non-Salesforce users, the first step to identifying hot leads in your list(s) is by adding the Act-On behavior score into a list.

To add a behavior score to a list:

  1. Click Contacts and choose Marketing Lists, or click Other Lists,  Form Submissions or Webinar Lists.
  2. Select the list, and click the green arrow on the right.
  3. Choose Maintenance>Setup Maintenance Program.
  4. Enter a name and description for the List Maintenance program.
  5. Click Add Step.
  6. Choose Change Field Value.
  7. Update the Step Name.
  8. Click the drop-down to Specify Field.
  9. Click the Set Value To drop-down, and choose Set Value to Behavioral Score.
  10. Click Done, and Save.
  11. Click on the only when clicking the Now button hyperlink.
  12. Specify the frequency of the List Maintenance program, and click Save. You can specify the frequency to occur as often as every hour.
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