Synchronize the Act-On Behavior Score (or Lead Score) with your MS Dynamics account to help your sales team identify active opportunities by how your leads and contacts interact with your Act-On marketing efforts.
Prerequisites
- An active connection with MS Dynamics
- The Act-On Package installed and configured
- This will create the field Act-On Behavior Score for your MS Dynamics Leads and Contacts
- The Act-On Behavior Score field must be present as a list column in Act-On
- A Lead Scoring System
Instructions
Set up a List Maintenance Program to update the Behavior Score
First, set up a List Maintenance Program that updates the Act-On Behavior Score for your Leads and Contacts. This will update the field value for all Leads/Contacts on the list. Instructions are provided here: Set up a List Maintenance Program
Note: Update the field Act-On Behavior Score
Set this program to run on a schedule so that it runs just before your list syncs to MS Dynamics to ensure up-to-date scores.
Push the Act-On Behavior Score from your Act-On List(s) to MS Dynamics
Next, ensure the Act-On Behavior Score field is pushing to MS Dynamics and your list is synching on schedule.
- Go to Lists > Marketing Lists and locate your MS Dynamics All Leads List.
- Click the drop-down arrow on the right, then choose Import/Export > MS Dynamics Sync Setup.
- Check the box to Push to MS Dynamics.
- Check the box to Update existing records.
- Click the link Select Push-Update Fields.
- Check the field Act-On Behavior Score.
- Click Save.
- Review the Scheduling:
- Click the button:
- Choose the frequency that you want the list sync to run.
- We recommend that the List Sync runs just after the List Maintenance program (see above) so that the Act-On Behavior Score is up-to-date.
- Click the button:
- Click Save.
- Repeat the above steps for your MS Dynamics All Contacts list.
The Act-On Behavior Score field will now be updated upon each list sync between Act-On and MS Dynamics.