Configuring a program for lead scoring

Using a native CRM integration to update lead scores, a program must be created and configured that will perform updates of the Lead Score field in CRM.

To create a program:

  1. Navigate to Orchestration > Tools, then click Program Builder.
  2. Create a new program (click ‘New Marketing Program from right pane).
  3. Name the program “SYSTEM – Update Lead Score in CRM”.

  4. Create the program flow.

    An image of a sample program.

    Note: Depending on the order in which the decision rules are configured, your steps may appear different from this screenshot, ie. the greyed out boxes will be in different places. This is OK – verify that the flow of the program matches that in the screenshot above.

Note the following:

  • In the Decision Rule “Has SFDC Contact ID ?” use a Contact Field Comparison with the decision rule parameters SFDC ContactID is Equal to ?*.

    An image of the Decision Rule Details window.

  • In the Decision Rule “Has SFDC LeadID ?” use a Contact Field Comparison with the decision rule parameters SFDC LeadID is Equal to ?*.
  • In Step 100. Update Score on Contact, select the Integration Event created Update Lead Score-Contacts.
  • In Step 200. Update Score on Lead, select the Integration Event Update Lead Score-Leads.

Learn more

Creating two internal events and external calls

Creating a new shared filter for lead scoring

Configuring program feeder

Adding exclusions