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Act-On Software

Creating a Query Segment Based on Lead Score

 

When using the Act-On Scoring Rules feature, you can create segments of your lists based on the scores you've defined

For example, you may wish to quickly see who the most active or highest-scoring leads are within a list. You could then create a specific email campaign or automated program just for this segment, or push the segment into Salesforce. You could also create a segment of low-scoring leads to target them for a lead nurturing campaign.

Create a Segment Based on a Behavior Score

  • Click Contacts, and click Marketing Lists.
  • Hover over the list you want to segment, and click the drop-down arrow.

     
  • Choose Create a Segment.

     
  • Enter a name for the segment, and then select Query from the Method drop-down menu.

     
  • Click the Select Based On drop-down under Behavior, and choose Overall Behavior Score.

     
  • The next drop-down will default to At Least This Many.
  • Add a value in the score box to the right.
    • This will create a segment of people who have a score of that value or greater. The value you specify will depend on the scoring rules you have defined and values that are relevant to you.
  • If you want to create a low-scoring segment, choose At Most This Many from the drop-down menu.

Create a Segment of People Within a Certain Score Range

To create a segment of people within a certain score range, you will need to add a column to your list to capture the Act-On scores. The steps for this are described in the article Synching Lead Scores with Salesforce.

Once you have added a column to your list:

  • Click Contacts, and click Marketing Lists.

     
  • Hover over the list you want to segment, and click the drop-down arrow.
  • Click Create a Segment.

     
  • Enter a name for the segment, select the Method drop-down menu and choose Query.

     
  • Under the Profile heading click () .
  • Under the Select Based On drop-down, choose the score column from your list.

     
  • In the Conditions drop-down, choose Is Between.
  • Specify the low and high score in your desired range, specified by semicolons.
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