Scoring | Community Creatio

Question

23:49 Jul 28, 2023

Hi,

I am looking for a classic lead score based on the completeness of the lead data. I know there is a predictive scoring feature, but it's not what I'm looking for because it requires historical data for scoring. It is a new project and I need to assign the qualification to the leads as the lead data is completed and without having historical data.

For example, when the email if filled the score is 1, if the phone is also filled the score is 2, and so on.

I know there was an old version of lead scoring with this functionality but I don't see it in the newest versions. Is there a way to activate this classic lead score functionality?

Thanks,

Claudia.

1 comments

Alina Yakovlieva

14:18 Aug 02, 2023

Hi Claudia,

The logic you have described can be implemented with the help of business process. You can set up a start of the event to be modification of data in leads. When the business process is triggered you can set the read data element, then you can use gateway element, and set up branches. You can condition the process to go to branch 1 for example when there is no data/no useful data and so on. These branches can then modify the numeric value of some object you have added to the page, therefore creating a lead scoring without ML. You can build this process to be any complexity you would like.

For more information about setting up business processes, you can get at Creatio Academy: https://academy.creatio.com/docs/user/bpm_tools/business_process_setup

Best regards,

Alina

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Question

Tracking website interaction

Khalil Guliwala

19:55 Sep 14, 2022

Hi,

For Lead Scoring, is Creatio able to track if/how a client interacts with their website? e.g. how many times they visited or what they clicked on? This would be used for lead scoring.

thanks,

khalil

1 comments

Ihor Skohariev

16:11 Sep 16, 2022

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

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Question

Classic lead scoring vs. predicitive scoring for new projects

Jasmin Hofstetter

15:32 Jul 20, 2021

Hello community,

I am new to Creatio and I am wondering how to implement proper lead scoring for new projects.

From my past projects I am used to create a common lead scoring, meaning assigning points to serveral activities like website visits, email clicks, downloads ect.. Thanks to machine learning we now have features like predicitive scoring, which comes out of the box in Creatio.

As far as I understand existing data and time is needed in order to train machine learning models, so I am wondering if some of the members of this community already have experience with building a new system from scratch with no historic data. Did you start by implementing your own classic scoring, or did you start with predictive scoring from the start? Happy to hear from your experiences :)

3 comments

Best reply

Ganesh Babu

15:36 Jul 22, 2021

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..

Bogdan

17:42 Jul 20, 2021

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

Jasmin Hofstetter

15:20 Jul 22, 2021

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

Ganesh Babu

15:36 Jul 22, 2021

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