Injecting a Behavior Score into a List Field

  • Updated

Act-On calculates a behaviour score for every contact based on the scoring rules you've set up - but that score lives in the contact record, not in a list column. To see it in list views, use it in segments, or push it to a non-Salesforce CRM, you need to write the score into a dedicated list field. A short list maintenance program handles it on demand or on a schedule.

Who does this: Marketing ops. Salesforce customers typically don't need this - Hot Prospects handles the score visibility for them. This is aimed at non-Salesforce users and anyone wanting the score in a list column
Time needed: 5 to 10 minutes to build the program, plus however long the program takes to run on your list size
Why this matters: Getting behaviour score into a list field is how you make it usable outside the scoring UI. Once it's in a field, you can sort lists by score, build segments on score ranges, sync it to your CRM, or surface it in a Data Studio view for anyone who isn't a daily Act-On user.
In plain English: Act-On knows the score - but it's hidden behind the scoring feature. This step copies it into a regular column on your list so the rest of Act-On (and the rest of your stack) can use it.
Prerequisite: Your list must already have a Lead Score or Behavior Score field before you run this program. Add the column on the list first if it isn't there.

Build the list maintenance program

  1. Go to Lists > Marketing Lists. You can also do this from Other Lists, Form Submissions, or Webinar Lists.
  2. Select the list, then click the green arrow on the right.
  3. Choose Maintenance > Setup Maintenance Program.
  4. Enter a name and description for the program.
  5. Leave the schedule set to Manually (you can switch it to a schedule later).
  6. Click Continue.
  7. If a new step isn't already open, click Add Step.
  8. Enter a Step Name.
  9. Choose Change field value.
  10. Select the List field to update from the drop-down - this is the Lead Score or Behavior Score column you created.
  11. In the Update value as follows drop-down, choose Set value to behavioral score.
  12. Click Save changes (top right).

Run the program

To execute the program, go to Automation > List Maintenance Programs, find the program you just built, and either:

  • Hover over it and click the play icon, or
  • Open it, and in the Next run area click the ellipsis icon and pick Run program now.

After it runs, the Lead Score column on your list will reflect each contact's current behaviour score. Switch the program's schedule from Manual to a recurring interval if you want the score to stay fresh automatically.

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