Scoring and Segmentation
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Lead Scoring Rules Overview
Act-On's Lead Scoring Rules feature is a powerful tool to define and measure your marketing funnel...
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What are industry standards for lead scoring rules?
This information is a guide for setting up a Lead Scoring system. Update these values to reflect y...
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Contact Search History Overview
When someone visits an Act-On-tracked web page through a Google AdWords paid listing, Act-On captu...
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Behavior Segments vs. Behavior Lists
A behavior segment is a subset or a portion of a behavior list. This difference affects what you c...
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Creating a Segment
Group & organize your contacts by factors including profile information, behavior, lead score, sub...
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Defining Logic for Query Segments
Set up logical expressions for your segmentation needs with query segments. When viewing your segm...
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Using Query Templates for Segmentation
Save your segmentation queries as Query Templates to reuse, creating segments for future campaigns...
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Using Custom Touch Points for Lead Scoring
To provide a behavior score for marketing activities outside Act-On, upload the list using the Cus...
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Using Custom Touch Points for Segmentation
To create a segment based on marketing activities outside Act-On, upload the list using the Custom...
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Injecting a Behavior Score into a List Field
Determine how interactive your leads and contacts have been with your Act-On marketing materials w...
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Adding an Overall Lead Score List to a Marketing List
Assign numeric values to actions, so as contacts interact with websites, Forms, etc. they raise th...
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Are Repeat Web Page Visits Counted for Lead Scoring?
If the web pages are identified as "general" actions, the score will be a cumulative score based o...
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Creating a Segment of Act-On Contacts with Specific Behaviors
Create segments to locate contacts that have interacted in specific ways with your Act-On marketin...
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Using Email Templates for Advanced Tracking and Reporting
Email templates include useful features to help you track or report onĀ groups of messages. Using t...
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Creating Segments Based on Dates
Create segments calculated from the date fields in your segments or lists. Instructions Navigate ...
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Creating a Query Segment Based on Lead Score
Create segments of your contacts based on scores you've defined with the Act-On Scoring Rules feat...
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How to Create List Segments using CRM Data
Create list segments using data points related to your Leads and Contacts using CRM Segmentation. ...
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Tracking Form Views in a Segment
Track Form views by your known visitors to see who has abandoned a Form vs. who has submitted it, ...
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Creating an A/B Test Segment with Marketing Lists
Test how different versions of your emails are received by your target audience with A/B test segm...
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Create and Segment Test Lists
A Test List allows you to specify which contacts are allowed to receive test email messages. This ...
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Creating a Marketing List of Contacts with Specific Behaviors
Create a Marketing List of all contacts that have interacted in a specific way with your marketing...