Change Score is a Campaign Action that can be dragged into the campaign workspace for use in any campaign flow. When campaign members reach this Action, the Campaign Score of each campaign member is updated to a specified value according to rules set by the campaign creator.
A Change Score Action will not work until you configure the Action's Properties. In Properties, you will be able to specify the Default Option as well as additional Options that will determine how Change Score behaves for different qualified prospects.
With just a Default Option configured, whenever campaign members reach Change Score in the Campaign Flow, the Campaign Score is updated to a specified default value. After the score is updated, the prospects will immediately be released from the Action to continue through the campaign flow.
To configure the Default Option:
- Drag Change Score into the campaign flow of your choice.
- Double-click to open the Action's Properties.
- Next to Change prospect's campaign score, use the drop-down menu to choose how the score is updated:
a. Choose Set Equal to if you would like the current score to be set to a specific value.
b. Choose Increase by if you would like the current score to be increased by a specific value.
c. Choose Decrease by if you would like the current score to be decreased by a specific value. - In the amount text box, type in the value that will be used to update the Campaign Score.
- When finished, click OK to retain your configuration settings.
Along with the Default Option, you can also configure additional Options which can dictate how the Action will behave for different groups of prospects.
NOTE - When additional Options are used, the Default Option may be disabled by unchecking the Enabled checkbox next to "Default Option."
To configure an additional Option:
- Drag the Change Score Action into the Campaign Flow of your choice.
- Double-click to open the Action's Properties.
- Click on Add a Rule.
- Next to IF, click Add Condition to choose the criteria for the Action to match on.
- Next to THEN Change Campaign Score, choose how the score is updated:
a. Choose Set Equal to if you would like the current score to be set to a new value.
b. Choose Increase by if you would like the current score to be increased by a specific value.
c. Choose Decrease by if you would like the current score to be decreased by a specific value. - Next to Value, type in the value that will be used to update the Campaign Score.
- Repeat steps 3-7 to configure additional Options as needed.
- When finished, click OK to retain your configuration settings.
With additional Options in place, prospects that reach the Change Score Action in the campaign flow will be evaluated by their prospect details (field data and activity history) against the criteria of the additional Options. Upon evaluation:
If a campaign member matches one or multiple Options within one Action, the rule for the first matching Option will be applied. The prospect will automatically have their Campaign Score changed and be immediately released from the Action to continue through the campaign flow. Any other matching Option rules will NOT be applied.
OR
If a campaign member does not match any Option while the Default Option is ENABLED, the prospect will automatically be applied to the Default Option and will immediately be released from the Action to continue through the campaign flow.
OR
If a campaign member does not match any Option while the Default Option is DISABLED, the prospect will not have their Campaign Score changed and will be immediately released from the Action to continue through the campaign flow.