Landing Page

When you select the Landing Pages condition to score, the default setting is to select 'Any Page'. You can also select a specific Landing Page to build your condition around.

Once you have a Landing Page / Form selected, click the following drop menu to select an operator. The options include Successful Conversion, Abandoned and No Conversion.

Successful Conversion: The target completed your landing page form successfully and the results were entered into a Marketing List.

Abandoned: The target visited your Landing Page, but did not complete the form successfully.

No Conversion: A target did not visit your Landing Page.

Web Activity

On the left, click the drop menu “Select a Domain” menu to select any of the sites that you have configured with Site Monitor. Once you have selected your desired domain, select the activity that you’d like to score from the next drop menu.

Available Scoring Criteria

  1. Total Visit Duration
  2. Total Number of Visits
  3. Unique Page Views
  4. Last Activity (days) - Last visited your web site in less than or more than X days.

With the Specific Page Viewed option, enter into the bottom right box a URL of your choosing.

Finally, the Referred From option enables you to segment targets by which site referred them: Google.com, Facebook.com, etc.

Social Activity

The Social Activity condition allows you to score targets’ interaction with any of your campaigns on Facebook, Twitter, or LinkedIn.

In the “Select a Campaign” drop menu, you can select a specific Email Campaign, Autoresponder, or Automated Campaign. Alternatively, you can select “Any” in one of the above categories if you don’t have a particular campaign in mind.

Once you have you campaign selected, the drop menu below gives you five options:

  1. Liked on Facebook
  2. Commented on Facebook
  3. Shared on Facebook
  4. Mentioned on Twitter
  5. Shared on LinkedIn.

With 'Commented on Facebook', you can also include a specific word or phrase that the comment must include to qualify for being scored (must buy, amazing, #fail).

Custom Data Fields

Our Data Field condition allows you to score your Targets based on any combination of custom field data that is contained in CRM or Marketing list. Examples include the date they were added to your list, address, phone number, department, title, birth date, and countless more. Since we allow unlimited data fields, there really is no limit.

Once you select the data field that you wish to include in your condition, then you'll select an operator:

  1. Equals
  2. Does not equal
  3. Contains
  4. Does not contain

After you select your operator, then you'll need to define the value to match for the field you selected.

In the example above, we're allocating 25 points when our lead record has a title at their company of CIO.

Email Campaigns

Our Campaigns condition allows you to score targets based on how they interact with your campaigns. The top dropdown menu allows you to select the campaigns on which you want to focus. Since we offer Email Campaigns, Autoresponders, and Automatic Campaigns, you can target recipients who interacted with any campaign in one of the above categories or a specific campaign.


In the bottom drop menu, select the action you want you want to score (“Opened,” “Did Not Open,” “Clicked Any,” “Clicked Specific Link,” “Opened But Did Not Click,” “Clicked Unsubscribe,” or “Forwarded The Message”). As always, use the fields on the right side to assign Points and the Max Points values (the latter will prove useful when a target opens and email or clicks a particular link multiple times).

Tags

Our Tag condition allows you to score based on a Target being assigned a specific tag. To score a combination of tags, click the “Add a Condition” button and add another tag (repeat as many times as desired).

In the example above we are allocating 5 points to Targets that were assigned the tag 'iOS', which our team provided to all of the Targets that open our correspondence from iOS devices.

Geography

With our Geography condition, select the appropriate Country, Region/State/Province, and City from our drop menus. Once you select the city, you can also enter a desired Radius (in miles) around the city to further target the geographical location (helps with suburbs and metropolitan areas).

geo-rule-type.png

In the example above we are allocating 10 points for Targets that are within 8 miles of New York City.

Scoreboard

With our Scoreboard Rule you can leverage intelligence gathered within your sales pipeline as additional criteria for scoring.

  1. Total Score: At Least / At Most
  2. Lifecycle Stage: Equals / Does Not Equal
  3. Scorecard: Select a specific Scorecard and Score At Least or Score At Most
  4. Last Changed: Is Greater Than / Is Less Than

In the example above we are deducting 30 points from Targets that exhibit no scoring behavior in over two weeks.

Last Active

The Last Active rule allows you to score Targets based on periods of inactivity or periods of activity.

  1. Any Activity: Is Greater Than / Is Less Than [value] days, weeks or months
  2. Email Open: Is Greater Than / Is Less Than [value] days, weeks or months
  3. Email Click: Is Greater Than / Is Less Than [value] days, weeks or months
  4. Social Activity: Is Greater Than / Is Less Than [value] days, weeks or months
  5. Web Site Activity: Is Greater Than / Is Less Than [value] days, weeks or months
  6. Landing Page Visit: Is Greater Than / Is Less Than [value] days, weeks or months
  7. Landing Page Conversion: Is Greater Than / Is Less Than [value] days, weeks or months

In our example above, we are deducting 50 points for any Target that goes inactive for more than 21 days.

CRM Opportunities

The Opportunities condition allows you to assign a Point Value to an Opportunity’s

  1. Amount is above / is below
  2. Sales Stage equals / does not equal
  3. Expected Close Date is before / is after
  4. Type equals / does not equal
  5. Probability % is above / is below
  6. Lead Source equals / does not equal

Make sure you have configured your CRM integration accordingly and enabled the Opportunities Module on SymSync.

CRM Calls

With our CRM Calls condition you can score planned and previous calls between you and your targets that are recorded within your CRM. You can select to score call data based on:

Status of a call

Direction

Start Date/Time.

With the Start Date/Time condition, simply choose between “Is Before” and “Is After” in the bottom-left drop menu and enter the date into the box on the right. If you’d rather score all calls that start a certain time from the rule’s creation, select the Start Date/Time Is In condition, pick between “Hours/Days/Weeks” in the bottom-right drop menu, and enter the the numerical value in the bottom-left menu box.

It’s important to distinguish the calls you make from when targets actually call you. With the Direction condition, you can select between “Equals” and “Doesn’t Equal” in the bottom-right drop menu, and between “Inbound” and “Outbound” in the bottom-right drop menu.

Finally, you will want to differentiate between the phone calls that happened and those that did not. With our Status condition, selected between “Equals” and “Does Not Equal” in the bottom-left drop menu and between “Planned,” “Held,” and “Not Held” in the bottom-right drop menu.

CRM Meetings

Similar to Calls, the Meetings condition offers you the ability to assign a Point Value to a Meeting's Status, Start Date/Time (Before or After), and Start Date/Time Is In (Hours, Days, Months).

With the Start Date/Time condition, choose between "Is Before" and "Is After" in the bottom-left drop menu and enter the date into the box on the right. With the Start Date/Time Is In condition, pick between "Hours/Days/Weeks" in the bottom-right drop menu, and enter the the numerical value in the bottom-left menu box.

With our Status condition, selected between "Equals" and "Does Not Equal" in the bottom-left drop menu and between "Planned," "Held," and "Not Held" in the bottom-right drop menu.

CRM Quotes

Use our Quote condition to score any quotes associated with a target. Choose from Valid Until Date/Time, Expiration Date, or the type of Quote.

For Valid Until Date/Time, choose between "Is Before" and "Is After" in the bottom-left drop menu and enter the numerical value in the box to its right. When choosing "Expires In," enter the numerical value in the bottom-left box and select either "Hours," "Days," or "Weeks" from the drop menu to the right.

When scoring the Type of quote, select between "Equals" and "Does Not Equal" from the bottom-left drop menu, and between "Draft," "Negotiation," "Delivered," "On Hold," "Confirmed," "Closed Accepted," "Closed Lost," and "Closed Dead."

CRM Contracts

Our Contract condition lets you score a target's current or upcoming contract based on its Start Date, End Date, Status and Value.

For both Start Date/Time and End Date/Time, select between "Is Before" and "Is After" in the bottom-left drop menu. Then, enter the desired date or time in the menu box on the right. For Start Date/Time Is In and End Date/Time Is In, enter the numerical value in the box in the bottom-left corner and select between "Hours," "Days," and "Weeks" in the drop menu on the right.

For Status, select either "Equals" or "Does Not Equal" from the drop menu on the bottom-left, and between "Not Started," "In Progress," and "Signed" to the right. For Value, select between "Is Above" and "Is Below" in the bottom-left drop menu, and type in the value in the box to the right.

CRM Support Cases

Our Contract condition lets you score a target's current or upcoming contract based on its Start Date, End Date, Status and Value.

Keep in mind that you can include multiple Conditions in one Rule. So, for example, you can have one Social Activity Rule with multiple Conditions (like a Facebook Like and a LinkedIn share). Since these two separate Conditions form one Rule, the Point Value is the same regardless of which of these conditions the target met. Likewise, the Max. Points value counts matches on both conditions.

CRM Target/Campaign Lists

The Target list condition allows you to assign points to a lead that is either a member of or not a member of a specific Target/Campaign List.

Here, we assigned 15 points to anyone who is a member of the Target/Campaign List named Test - Leads export - Prospect.

Note* You can deduct points if you'd like to downgrade leads that are NOT a member of a Target/Campaign List.

GoToWebinar Connector

For GoToWebinar as a condition, you can assign points to leads based on a host of different operators:

  • If they did/did not register
  • If they did/did not attend
  • If they attended up to 25%, 50%, 75% or 100%

Zendesk Support Connector

For Zendesk as a condition, you can assign points to leads based on:

  • When their ticket was requested
  • What type of ticket it is
  • Which agent was assigned to the ticket
  • What Tag words were used
  • The status of the ticket

Chats

With Chats as a condition, points can be assigned to leads based off of what kind of live support they used (LiveChat or Olark), which agent was assigned to them and how long the chat session was. Have a LiveChat session that was longer than 10 minutes? Might be a good lead. So they will be assigned points based on how important YOU, the user, defines them to be.

Last Active

Points can also be applied to a record based on the last time they were active with you. Generally, this is a rule where you may wish to decrease the lead score of anyone who meets the condition logic. You can score leads for last activity such as:

  • Any Activity
  • Campaign Opens
  • Campaign Click - Thru's (Link Click)
  • Social Activity (via the Social Sharing function)
  • Web Page Visit (Site Activity)
  • Landing Page Visit
  • Landing Page Conversion

You're also able to determine a time frame, whether it be Greater Than/Less Than any 'X' days, weeks or months. For instance, you can score a lead who has not clicked a link in your campaign for more than 60 days (shown below).

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