Configuring Scoring Rules

This option configures scoring as a step in the managing responses. If scoring rules are enabled, all incoming responses are scored using the defined scoring rule before being passed on to the qualifying step. If scoring rules are not enabled, all responses are sent to the next qualifying rule.

To create a scoring rule

1. Click Admin in the upper-right corner of the screen.

2. In the Response Management section, click Scoring Rules.

3. Click New Rule.

4. On the New Scoring Rule screen, enter the information, and then click Save.

5. On the Score Rule Details screen, define filters by clicking New Filter.

For example, a Very Hot lead has been defined where the profile contains the following:

• Completed demographic information, such as email, business phone, city, postal code, and country

• Registered for any of the lead-generation programs

• Qualified for the Budget, Authority, Name and Time (BANT) criteria; that is, has answered questions relating to the BANT criteria

You can edit, delete or copy a rule by clicking appropriate icon. To delete an active rule, first it must be deactivated, and then deleted.