Injecting a Behavior Score into a List Field

  • Updated

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:

  1. Navigate to Lists > Marketing Lists (or Other Lists, Form Submissions, or Webinar Lists).
  2. Select the list, and click the green arrow on the right.
  3. Choose Maintenance > Setup Maintenance Program.
  4. Enter a name and description for the List Maintenance Program
  5. Leave the program schedule to run Manually.
  6. Click Continue.
  7. If not prompted with a new step, click Add Step.
  8. Enter a new Step Name.
  9. Choose Change field value.
  10. Select the List field to update from the drop-down.
  11. In the Update value as follows drop-down, choose Set value to behavioral score.
  12. 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).

Was this article helpful?

Have more questions? Submit a request