Determine how interactive your leads and contacts have been with your Act-On marketing materials with a lead or behavior score.
This information is vital for properly nurturing leads and funneling them through the sales process. For non-Salesforce users, the first step to identifying hot leads in your list(s) is by adding the Act-On behavior score to a list.
Your list must contain a Lead Score or Behavior Score field before you can follow these steps.
To add a behavior score to a list:
- Navigate to Lists > Marketing Lists (or Other Lists, Form Submissions, or Webinar Lists).
- Select the list, and click the green arrow on the right.
- Choose Maintenance > Setup Maintenance Program.
- Enter a name and description for the List Maintenance Program
- Leave the program schedule to run Manually.
- Click Continue.
- If not prompted with a new step, click Add Step.
- Enter a new Step Name.
- Choose Change field value.
- Select the List field to update from the drop-down.
- In the Update value as follows drop-down, choose Set value to behavioral score.
- Click Save changes (top right).
To run the List Maintenance Program, go to Automation > List Maintenance Programs, find your program & either hover over it & click (or open it & in the Next run area, click & select Run program now).