When using the Act-On Scoring Rules feature, you can create segments of your lists based on the scores you've defined
For example, you may wish to quickly see who the most active or highest-scoring leads are within a list. You could then create a specific email campaign or automated program just for this segment, or push the segment into Salesforce. You could also create a segment of low-scoring leads to target them for a lead nurturing campaign.
Create a Segment Based on a Behavior Score
- Click Contacts, and click Marketing Lists.
- Hover over the list you want to segment, and click the drop-down arrow.
- Choose Create a Segment.
- Enter a name for the segment, and then select Query from the Method drop-down menu.
- Click the Select Based On drop-down under Score, and choose Overall Behavior Score.
- The next drop-down will default to At Least.
- Add a value in the score box to the right.
- This will create a segment of people who have a score of that value or greater. The value you specify will depend on the scoring rules you have defined and values that are relevant to you.
- If you want to create a low-scoring segment, choose At Most from the drop-down menu.
Create a Segment of People Within a Certain Score Range
To create a segment of people within a certain score range, you will need to add a column to your list to capture the Act-On scores. The steps for this are described in the article Syncing Lead Scores with Salesforce.
Once you have added a column to your list:
- Click Contacts, and click Marketing Lists.
- Hover over the list you want to segment, and click the drop-down arrow.
- Click Create a Segment.
- Enter a name for the segment, select the Method drop-down menu and choose Query.
- For the first drop-down choose Profile from your list
- In the next drop-down choose the field that contains the lead score
- In the next drop-down choose is between or equals
- Then enter the low and high score in your desired range.
- Save the segment query.
