Adding an Overall Lead Score List to a Marketing List

Within Act-On you have the ability to assign a numeric value to a generic or specific action. As a person interacts with your various Act-On assets (i.e., website, forms, media files, etc.) they will continue to raise their lead score.

Creating an Overall Lead Score list allows you to segment and define a grouping of leads or contacts based on their individual lead score. This allows for greater visibility of your most viable prospects and further allows for a more results-driven targeted campaign. This list will pull the leads and contacts from all of the Marketing lists you’ve imported and/or uploaded and combine them into one overall Lead Score list.

Creating the Overall Lead Score List

• Click Contacts, and then click Marketing Lists.
• Click New List.
• Enter the name of your new list (e.g., ‘Overall Lead Score’) in the Enter New List Name field.
• Select the folder where you would like the list to be stored.
• Under the Set Up New List Contents drop-down, choose to Locate contacts with specific response behaviors.
• Under the Behavior section, select the drop-down that says All Specified Behaviors and change it to Overall Behavior Score.
• In the drop-down that populates, select At Least This Many and set the numeric value to 1.
  
  
  

Optional - Create a Folder

1. Click Contacts, and then click Marketing Lists.
2. Hover over your folders and click Manage.
3. Click Add.
4. Enter a folder name (e.g., 'Overall Lead Scores') and click Add.
5. Click Save.
6. Back under Marketing Lists, click the Down Arrow to the right of your Overall Lead Score list and choose Move, selecting the new folder.
   
   

Creating an Overall Lead Score folder allows you to take your defined lead score lists (e.g., lead scores between 1-20 or lead scores between 25-50) and aggregate them in one location for ease of use and access.

Set up a List Maintenance Program

You can set a List Maintenance program to automatically update the Lead Score column in your new list. See steps below:

1. Open the Overall Lead Score list. Choose More Actions > Change List Columns.
2. Click the Add Column button. Enter 'Lead Score'. Press Submit and then Save.
3. Back under Marketing Lists, to the right of your Overall Lead Score list, click the Down Arrow, click Maintenance, and then click Set Up Maintenance Program.
4. Give your program a title (e.g., 'Update Lead Scores') and click Add Step.
5. Choose Change Field Value.
6. Click the drop-down menu Specify Field and choose Lead Score.
7. Click the drop-down menu Set Value To and choose Set Value to Behavioral Score. Click Done and then Save.
8. Click Schedule or Run Now depending on when you want the records to be updated.