Forum Discussion
Lead Scoring - Dynamically add/subtract points based on interactions
I'm trying to create a lead scoring measure or a conditonal column based on specific interactions in my table. How would I go about dynamically adding/substracting points?
Lead Scoring Logic
Interaction | Score (points) |
| Submit Form | 1 |
| Click Email | 2 |
| Start Application | 7 |
| Bounced Email Address | 0 |
I would like to associate a score with each lead. For example, this is how I would like my data table to look:
| Lead Name | Score | Interactions Taken |
| A | 7 | Started aplication |
| B | 3 | Submitted Form & Clicked Email |
| C | 10 | Submitted Form, Clicked Email, and Started Application |
| D | 1 | Submitted Form |
| E | 0 | Bounced email |
Hi blackhall8 ,
Unfortunatly I cannot find a way to get your exact same as your excepted result here. I made one sample here for your reference. Please check whether it is fine or not.
Here I create a measure based on the filtered table Lead Scoring Logic.
Taken = VAR sumsc = CALCULATE ( SUM ( 'Lead Scoring Logic'[Score (points)] ) ) RETURN IF ( sumsc = MAX ( 'data table'[Score] ), CONCATENATEX ( 'Lead Scoring Logic', 'Lead Scoring Logic'[Interaction], "&" ) )
2 Replies
Hi blackhall8 ,
Unfortunatly I cannot find a way to get your exact same as your excepted result here. I made one sample here for your reference. Please check whether it is fine or not.
Here I create a measure based on the filtered table Lead Scoring Logic.
Taken = VAR sumsc = CALCULATE ( SUM ( 'Lead Scoring Logic'[Score (points)] ) ) RETURN IF ( sumsc = MAX ( 'data table'[Score] ), CONCATENATEX ( 'Lead Scoring Logic', 'Lead Scoring Logic'[Interaction], "&" ) )Hello blackhall8 this is an interesting problem. However, I need a clarification.
I assume that in the following table the values in the column called Score can dervie from the addition of different combinations of Score from the previous table.
Lead Name Score Interactions Taken A 7 Started aplication B 3 Submitted Form & Clicked Email C 10 Submitted Form, Clicked Email, and Started Application D 1 Submitted Form E 0 Bounced email If that is the case, for all possible addition values, how would you define the values that have count>1. For example, what would the interaction be for addition value 1, will it be =>1 - Submit Form or =>1+0 - Bounced Email Address+Submit Form. The table below represents value of addition from all possible arrangments of 0,1,2,7 (dervided through coding and not manually derived at all).
Addition values Addition Count Vector arrangement Corresponding Interaction arrangement 0 1 0 Bounced Email Address 1 2 1 Submit Form 1 2 1+0 Bounced Email Address+Submit Form 2 2 2 Click Email 2 2 2+0 Bounced Email Address+Click Email 7 2 7 Start Application 7 2 7+0 Bounced Email Address+Start Application 3 2 2+1 Submit Form+Click Email 3 2 2+1+0 Bounced Email Address+Submit Form+Click Email 8 2 7+1 Submit Form+Start Application 8 2 7+1+0 Bounced Email Address+Submit Form+Start Application 9 2 7+2 Click Email+Start Application 9 2 7+2+0 Bounced Email Address+Click Email+Start Application 10 2 7+2+1 Submit Form+Click Email+Start Application 10 2 7+2+1+0 Bounced Email Address+Submit Form+Click Email+Start Application
