Hello Khalil, 

Please check the following guides -

1)https://academy.creatio.com/docs/user/marketing_tools/website_tracking/…,

2)https://academy.creatio.com/docs/user/marketing_tools/website_tracking/…

The information here describes the OOTB possibilities for lead tracking and setup.  

Best Regards, 

Igor

Hello Jasmin,

 

To be able to successfully activate predictive lead scoring you need to add enough quantity of records in the "Leads" section that had "Satisfied" or "Handoff to sales" status and after the model is trained - lead scoring appears on the page.



Please refer to this Academy article so to make those models functioning properly for your site. 

 

Best regards,

Bogdan

Hello Bogdan,

thanks for your quick reply. I am familiar with the feature of predictive Scoring, but I am looking for best practices for "classic" customized lead scoring. I am sure that predictive scoring can be a great feature, but for clients starting fresh with lead generation and lead scoring a classic model is more suitable there is no historic data.

Maybe someone in the community has experience on how to build a scoring system in creatio.

Best regards,

Jasmin

We had tried it for a demo though.. it is mostly a formula to derive the score based on no. of activities & their weightage on the probability to buy.. ex., frequently visiting product page in website has a weightage, attending events / webinar has a weightage, number of meetings/calls has a weightage.. scoring them based on a scale from 1 to 10 was tried out..

Dear Harvey,

Thank you for your question!

Please be advised that the only way to implement a similar logic to the one you are mentioning would be using the additions Arrow`s functionality.

When you click on a Conditional Flow Arrow you may choose the "Set up responses for transferring participants" as in the screenshot below:

You may use the "Filter conditions" and the "Email delivered" options to set up the logic you require.

In addition, you may follow these links below to read more about Marketing Campaigns:

1. https://academy.creatio.com/docs/user/marketing_tools/marketing_campain…

2. https://academy.creatio.com/docs/developer/elements_and_components/mark…

Hope this would be useful!

Please do not hesitate to contact the Support team in case you have any additional questions!

Regards,

Danyil

Yeah, so this is the fairly unintuitive and cumbersome implementation I was referring to - for one, each path has to be set up to have the same delay and then each of the conditions has to be entirely complete and mutually exclusive, otherwise I assume the behaviour between overlapping conditions would just end up being one of them gets picked randomly (as far as the user is concerned). A minor change which would improve this would be to add some kind of priority to the options, so path A's conditions are checked first, B's second etc, but that would still require setting each delay to the same value manually which is a pain.

As mentioned in my post, these conditions on the transitions as they currently stand with email action conditions separate from other filter conditions also leads to needing 2 transition paths between the same 2 campaign elements in certain circumstances to represent OR groups, such as the one I laid out in my initial post - this is incredibly unintuitive for developers, let alone end users, I would argue.

I would be very interested to know how Creatio teaches marketing end users to use the marketing campaign flow designer, as beyond very basic flows it feels like things get unintuitive quite fast.

In fact, I've just noticed it is not possible to set up 2 transitions from one element to another, so some transitions conditions are actually impossible to implement in the Campaign Flow! My example is that you have an email sent out, and the following transition logic from that email step:

1. Transition to element X if the email was opened and the Lead's score is greater than 3

2. Transition to element Y otherwise (i.e. the email was just delivered OR the lead score <= 3)

As far as I can tell, this is actually impossible to implement in Creatio because the email result conditions cannot be OR'd with the data conditions, and you cannot set up 2 flows out of the email element into the same step (step Y in this example) as a workaround.

Dear Harvey,

Thank you for your patience and dedication to this question!

Please be advised that we would recommend contacting your PSM or CSM manager directly in regards to the Creatio Platform training.

In addition, I have double-checked the initial question about IF\ELSE logic and I can confirm that the "Conditional Flow" arrow is the only option to perform the desired logic.

Please be advised that we have made an Idea-request for our developers to review about this question.

We appreciate your cooperation!

Regards,

Danyil

Thanks Danyil, I did find a workaround for adding the conditions I mentioned, which is to have conditional flows out of the Email step *only* based on email response (opened, delivered etc.) then have any additional data conditions on flows leading out of a dummy step afterwards (I used a timer set to "Every day" and the time period to cover all times). Obviously this isn't the most intuitive solution for marketing end users, especially given the use of a timer step as a dummy/decision step - it would be useful to have a decision step similar to how the XOR element is used in Business Processes at least.

Dear Tiago,

Have you checked Camapaing log? There should be an error or a message with details of what happened with the campaign,

Best regards,

Angela 

Hi Angela, 

I've had a look and submitted a couple more landing pages.

On the Campaign log all steps are marked as success. 

On the Campaign Audience tab it only says In Progress.

Thanks,

Tiago

Tiago Carvalho,

Please stop the campaign manually and start it once again. The campaign will process all the participants that are currently on the "Add data" element during the next campaign execution and before the next execution it looks like the participants are stuck, but they are not stuck but wait for the next campaign run.

I've created the same campaign on my end and the participant was correctly processed and the subscription status was added:

here is the screenshot of the lookup settings:

here is the campaign schema:

and the result is:

So this approach will work on your end as well.

Best regards,

Oscar

Hi Oscar, 

I've stopped and restarted the campaign and left it running for a while. 

However, the contact are still in the same step. 

No errors are visible in the Campaign Log. 

Thanks,

Tiago

Tiago Carvalho,

Please email us at support@creatio.com so we could take a closer look at the application since we will also need to check application logs directly and check if there is no error message there. We will process this question as a ticket on our end and provide you with the detailed result of the investigation, because the information here will not be enough to identify the reason for such behavior.

Thank you!

Best regards,

Oscar

Dear Alex,

Campaigns are working based on responses got from provider on trigger emails, but reply to the email is another process. Simple reply cannot be tracked by the provider and it is tracked only by your mail-server. There is a possible way how can be it done as a workaroun: specify a button in the template that you are using in the campaign by clicking on which the recipient confirms that he will reply to this email. Then in campaign editor specify sequence flow condition which move the participant of the campaign to needed step based on the response received in trigger email (clicked) and specify the link name applying filter in condition flow as displayed on screenshots http://prntscr.com/mr3kt8 -> http://prntscr.com/mr3l24. You need to choose this link there. Or you can try setup filters on your mail-server side and track which email addresses replied to the email sent in the campaign. Then you can use this collection of records and using OData you can try finding those contacts in the application with this email and add them to particular static folder and get information on contacts that replyed to this email and use it in another campaign that will be continuing previous campaign.

Best regards,

Oscar

Oscar Dylan,

Thanks Oscar for the feedback. You would think the CRM was in a position to identify replied given email account is integrated. 

Dear Alex,

Indeed if you need to put participants of previous campaign to the newly created campaign then you need to specify a folder to which old campaign participants will be transferred (using "Exit from campaign" element). After that you need to create a new campaign and in "Add from folder" element you need to specify that folder which you used when exiting from campaign in an old campaign. As a result you will get a campaign that is triggered for those participants that have riched a goal in an old campaign.

Best regards,

Oscar