To calculate a total lead score for a contact. This is the sum of the points the contact has for each open, click and purchase
Background Information
In this example you assign a contact 1 point for every open, 2 points for every click and 3 points for every purchase. This data is stored in 3 separate attributes. You use an operation to add the scores together.
Prerequisites
In theAdministration > Attributesarea, create the following new custom user attributes.
Name
Data Type
Opens1Point
Number
Clicks2Points
Number
Purchase3Points
Number
LeadScoring_Total
Number
In theAutomationarea, create three event-based automations. You can create all three automations on a whiteboard.
In Automation, create a new profile-based automation with the type Operation. The target attribute is LeadScoring_Total. The operation has the following expression:
Select the profile-based automation and click theActivatebutton. ⇒ The profile-based automation is now active.
Click theApply Automationsbutton. ⇒ Engage applies the automation to all contacts in the system. This can take a long time. An email notifies you when the automation is finished.