If you would like to provide a behavior score for marketing activities conducted outside Act-On, you can use the Custom Touch Points feature to upload the list.

For example, if you attended a trade show and obtained a list of contacts, you may want to score that behavior (i.e., attending a trade show) in Act-On. To do this, follow the steps below.

Note:

• If the Custom Touch Points feature is not enabled on your account, please contact Act-On Support.
• Custom Touch Point lists can't be used for sending messages. You can upload the same file as a Marketing List for emails and other marketing.

Create a Custom Event

1. Click Contact > Other Lists > Custom Touch Points.
2. Click the New button to create a list.
   
   
    
3. Click the Choose File button to upload your Excel/CSV list, and click Next.
   
   
    

Identify Necessary Fields

1. Specify the Date Format that you would like Act-On to use for this custom event list. This format should correspond with the date format in your list.
2. Specify the Action that is specific to this event. 
   • You can identify the action as Downloaded Media, Registered for an event, Attended an event, General behavior, and General behavior 1 through 5. 
   • You can create up to six "user-defined" General Behavior actions using the Behavior Names button under Contacts > Other Lists > Custom Touch Points > Behavior Names
     
     
      
3. Specify the field for the event date in the When field.
4. Specify the Email field.
5. Specify the Title field (Note: The Title field is NOT used for the contact's job title. It is for the event name).
6. Specify the Notes field (Note: This field could be a 'description' field).
7. Click Next.
   
   
    
8. Click the  button.

Once the Custom Event Log list is uploaded, provide a point system or score for these Custom Touch Points under Contacts > Scoring Rules. The Custom Touch Points actions are in orange italicized text.

To see how this works please watch the below video.