Forum Discussion
Helper ILead scoring model
Did you work out a solution for lead scoring? We are trying to accomplish the same thing at my firm right now.
Alessandro-labaHi mgernhardtRVA , yes I believe i was able to worked it out. Basically what i did was to take all the actions i wanted to track and give them a score to reach a total of 100. To give you a quick example I had email opens and email clicks so I said: If a the open rate of a contact is less the 1% give a score of 5, if the open rate of a contact is between 1% and 5% give a score of 10 and so on. Same thing for the click rate. One thing to keep in mind is that the sum of these 2 activities can give a max of 100, so let's say the maximum value for open rate could be 40 and the maximum value for click rate could be 60.
Once this logic is set up the I run another formula to get the average and I did it with AverageX. Please see below how I set up the formulas:
Open rate:
Value Opens 2021&2022 = SWITCH(TRUE(),'Elq 2021&2022'[%Unique Opens]>=0.01 && 'Elq 2021&2022'[%Unique Opens]<=0.109,5,'Elq 2021&2022'[%Unique Opens]>=0.11 && 'Elq 2021&2022'[%Unique Opens]<=0.509,10,'Elq 2021&2022'[%Unique Opens]>=0.51 && 'Elq 2021&2022'[%Unique Opens]<=1,15)Clik values:
Value Clicks 2021&2022 = SWITCH(TRUE(),'Elq 2021&2022'[%Unique Clicks]>=0.01 && 'Elq 2021&2022'[%Unique Clicks]<=0.109,20,'Elq 2021&2022'[%Unique Clicks]>=0.11 && 'Elq 2021&2022'[%Unique Clicks]<=0.509,25,'Elq 2021&2022'[%Unique Clicks]>=0.51 && 'Elq 2021&2022'[%Unique Clicks]<=1,30)Lead scoring:Scoring2021&2022 = AVERAGEX(VALUES('Elq 2021&2022'[Email Address]),[Value Opens 2021&2022]+[Value Clicks 2021&2022])Let me know if this all makes sense.Thanks,Yes! This is very helpful.