Scoring Multiple Website Visits
Overview
Multiple website visits is a key indicator that a hot prospect might be looming. Suppose you'd like to assign 50 points to prospects who have visited your company's website at least 3 times in the past month. Here's how to set that up:
Create a new Lead Scoring Process by going to Settings > App Setup > Lead Qualification > Lead Scoring > Add Custom Scoring
Select "New Prospects" for now.
Select "Known" to only score prospects who have identified themselves with an email address.
Click the Continue button.
Remove the "Create Date" filter that was added for you in the Filter Criteria section.
Add the "Website Activity" filter criteria and choose within time frame = 1 months. This will use all website visits from the past month as the primary criteria.
Add the "Total Web Visits" future event to the canvas and set greater than 2 as the criteria. This future event will look for new visitors who have visited your company's website 3 times or more. Your end criteria should be similar to the one shown in the screenshot below.
Click the Next button.
The Change Lead Score action was already added for you by Lead Liaison since you chose to create a Lead Scoring process. Enter in +50 for the Change Lead Score action. Your entry should look like the screenshot below.
Next, click the "Save and Schedule" button.
On the Schedule and Run page (Step 3), change the Frequency to Daily as shown below. This will run the scoring process once per day.
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