Scoring
Leadscoring
marketing automation
Leads
Lead
Marketing_Creatio

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 :)

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Best reply

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..

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..

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Lead
Landing page
Sales_Creatio_enterprise_edition
7.17

Hello all,

 

I am trying to create a landing page to generate leads in my Creatio instance. However, despite matching the documentation and copying the code into my html from the landing page record, the page is not generating Creatio leads.

 

   

    Keen360 Submit Page

    

   
          integrity="sha384-ggOyR0iXCbMQv3Xipma34MD+dH/1fQ784/j6cY/iJTQUOhcWr7x9JvoRxT2MZw1T" crossorigin="anonymous">


   

       

            Contact Us

       

       

       

            Full name:


           



            Company:


           



            Email:


           



            Phone number:


           



           

       

   

   






    /**

    * Replace the "css-selector" placeholders in the code below with the element selectors on your landing page.

    * You can use #id or any other CSS selector that will define the input field explicitly.

    * Example: "Email": "#MyEmailField".

    * If you don't have a field from the list below placed on your landing, leave the placeholder or remove the line.

    */

    var config = {

        fields: {

            "Name": "#fname", // Name of a visitor, submitting the page

            "Email": "#email",

            "MobilePhone": "#phone",// Visitor's email

            "Company": "#cname" // Name of a company (for business landing pages)

        },

        landingId: "b95e7199-72e8-421d-8cac-dbd9ae45859f",

        serviceUrl: "https://keen360.creatio.com/0/ServiceModel/GeneratedObjectWebFormServic…",

        redirectUrl: "https://keen360.com/testing/keen360satisfaction.html"

    };

    /**

    * The function below creates a object from the submitted data.

    * Bind this function call to the "onSubmit" event of the form or any other elements events.

    * Example:

    */

    function createObject() {

        landing.createObjectFromLanding(config)

    }

    /**

    * The function below inits landing page using URL parameters.

    */

    function initLanding() {

        landing.initLanding(config)

    }

    function onSubmit() {

        createObject();



        console.log("onSubmit function was called");



        $("#name").empty;

        $("#email").empty;

        $("#number").empty;

        $("#company").empty;

    }

    

    jQuery(document).ready(initLanding)

    

   

 

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It could be that you have required fields on the Lead object (by default "Customer need" is required. If you're not populating any required fields from the landing page, you'll need to add them as default values on the landing page record in Creatio. The Default Values tab will allow you to specify a default value for leads created from the landing page for Customer need, and another other possible required fields.

Ryan

Ryan Farley,

I have set up default values for any fields such as Customer need that are required by Creatio and prompts an error message if not filled in. If there are any that are required for landing pages to work but not required to actually save the Lead page then I may be missing those but I don't know if they exist.

Dear Kevin, Looks like the issue is as below.. as per the referer URL the site URL seems to be sending the below.. so try changing your landing page URL to https://keen360.com* and see if it works.. 

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account
Lead
Sales_Creatio
7.17

Dear,

Where we qualify a Lead and the account allready exists, the contact of the lead is not linked to the account.

How could i correct this ?

Thank you

Nicolas

 

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Dear Nikolas,

 

Your question is a bit unclear. If you are asking if it is possible to create the opportunity if the account has no linked contact - by default it is enough the have the account linked to the lead to qualify it and create the opportunity automatically. The contact can be different. The created opportunity will have the selected account (in the left side bar of the opportunity page)  and the selected contact as well. The contact will appear on the Contacts detail of Opportunity Details tab

 

Regards,

Dean

Hello Doyen

 

I deleted my question, the problem was that if an account with the same name allready exists in the database, the contact is not linked to the account when we qualify the Lead.

i told to my users to use the lead account panel to select the account if it allready exists and to create the account if it is a new account.

 

Thank you for your answer

 

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Hi Community,

I am trying to create a new lead and qualifying it, to create a new contact & account but when i am trying to create another lead with the same account name and contact name, later qualifying it.  Duplicate contact and account is getting created via the OOB lead management and lead qualification process, is it possible to link it to the existing account and contact.

 

Scenario: 

1.We create a new lead providing all the mandatory field data and later qualify the lead.

2. A new account and contact gets created and it is linked to the lead.

3. Create another lead with the same account name and contact name.

4. Qualify this lead also.

5. OOB process lead management and lead qualification process starts

6. It creates a new account and contact

 

Question : is it possible to link the lead to the existing account and contact instead of creating a duplicate account and contact.

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Dear Amritha,

 

You can modify the OOB business process and add a search for an existing contact - the process is called Lead qualification. Feel free to modify it according to your business tasks! Make sure to update the Lead management process system setting after a new version of the process is created. 

 

Best regards,

Angela

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7.15_()
Financial_Services_Creatio
sales_edition_()
Lead
Lead_section

Hi All,

We are unable find the leads in leads section, unable to edit lead section wizard. getting below console error.

Please help me on this.

Thanks.

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Dear Nageswara,

Try to perform the following actions in the application advanced settings:

1. Update the database structure

2. Generate source code for all items

3. Compile all items.

Unfortunately, it may not be possible to find the root cause of the error without having the access to your environment. If the issue still persists after all three steps, I suggest you to contact our support team via support@creatio.com to investigate the problem on your website.

Best regards,

Dean

 

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Contact
contacts
Lead
Leads
account

It used to be when I select a Contact on the Lead page, the Contacts Account is automatically set as the Account of the Lead.

This function has been removed. What happened to it?

Best regards,

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1 comments

Dear Julius,

Thank you for reporting this issue. Our R&D team has fixed and this feature will be available again starting from 7.15.2 version.

Best regards,

Dean

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Lead
7.13_()
studio

Hi Community,

Is it possible to put suggestions in a text field. Lets say when creating new lead in lead mini page, when entering account name, it will show suggestions of accounts from account object to avoid creating duplicate account in lead. 

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1 comments

Dear Fulgen,

You can remove the default account field and replace with new account lookup field based on the object, so that you will have the list of the accounts to choose http://prntscr.com/oxeca6.

Best regards,

Dean

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Lead
notifications
tasks
7.13_()
studio

Hi Community,

Any idea how can i disable all tasks and notification created during lead stages?

Thanks

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Dear Fulgen,

There are a couple of processes that can create the reminders and notifications. They are: 'Lead qualification 7.8.0', 'Lead distribution 7.8.0', 'Handoff to sales 7.8.0' and 'Awaiting sale' 

All these processes are sub-processes of the parent process 'Lead management 7.8.0'

There are 2 options. You can either deactivate the parent process that runs all the sub-processes or edit all sub-processes so that the would not create any activities and reminders.

Best regards,

Dean

 

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Hi Community,

Any idea which process is behind the giving of lead name. I want to modify it and give our own naming convention.

 

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Hi Fulgen,

Create a replacing object with Lead as Parent object..

Please open the replacing object in the object designer. When you click on any events of the object, you will be navigated to the object's event designer. There you can find a method named "UpdateLeadName" which can be referred in the attached screenshot.

When you double click the method, you can find the script task where you can alter the existing naming convention for Lead name.

 

Thanks,

Abinaya

The way of implementation mentioned above is absolutely proper. Please pay attention that the Override checkbox must be checked in order for the new implementation will be applied.

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Q&A
Lead
cases

Case

We have been working in our test environment building out  a new area of use for BPM and have come across some oddities in customizing a few areas. 

We are looking to use the Leads area for a new use and have found it is primarily programmed to be used for new opportunity sales. We would like to use it for bringing in prospects to be then further qualified to become “Contacts” in our system, but some of the Lead stages appear to be hardcoded.

Can the leads area be used as a staging area before a formal contact is created in the system?

Solution

You can create the new section case to modify your stages and processes that they trigger (see the screenshot in attachments). To add a whole new stage you would need to add it in lookup Lead stages (See 2nd screenshot in attachments). To create a contact after the Lead reached final stage you can create a sub process that would create your Contact and pass needed fields to it (See 3rd screenshot in attachments). 

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