Live Search |
---|
|
|
|
|
|
Lead Scoring is located in the Omeda MENU under Manage -> Campaigns
Overview
|
|
Setup
To get started, click “Setup New Lead Scoring Event” and define your “Lead Scoring Name”. You can set up multiple Lead Scoring Events and each event needs to have a unique name.
Rules
A Customer can only qualify for Customer Several of the same Rule Types can exist for a single Lead Scoring Event but there cannot be duplicates for same exact qualifying condition (deployment type, demographic, etc.)Rules include / / Rule:This rule is a Customer Customer Customer Customer Customer SAVE Customer : Customer customer’s Customer Customer customer’s Customer Customer customer’s Customer Customer Customer SAVEScores
The purpose of the Lead Score event is to allow you to add points to each rule and calculate those values on an on-going (nightly) basis, giving you various scores to your customers.
Highest Score
This will display Customer Lead Score Event – Rule Set Example customer’s Customers customersIf you do not see Lead Scoring in your Left-Hand Side Query Menu, it may need to be configured into view for you. You can submit a Support Request to have this added.
Lead Score Search Screen
When you enter the Lead Score tool, you will be able to see a list of all Lead Score Events. Details include:
Event Name
This is the name the Owner gave to the Lead Score Event.
Status
Active Lead Scores are calculating nightly.
Inactive Lead Scores are either no longer running calculations or have never been activated.
Owner
This is the UserId of the person who originally created the Lead Score Event.
Last Ran Date
This is the date the Lead Score was last calculated.
“Has not run” indicates that the Lead Score event was created but either has not run yet because it was newly activated or it is currently inactive.
Changed Date
This is the date the Lead Score Event was last changed.
Future Releases include:
Audience Builder – Output Lead Score
Audience Search – View Lead Scores on a Customer record