Account Engagement Scoring Categories and Lightning Builders are two great features to amp up your marketing and segmentation. Here’s how …
Here are highlights from article Account Engagement Lightning Builders and Scoring Categories
1. Issues with combining Account Engagement Scoring Categories and Lightning Builders:
– Scoring Categories rely on Account Engagement folders, but Lightning Builders don’t use folders.
– Lightning Builder assets cannot be directly attributed to Scoring Categories.
2. Scoring Categories and the Lightning Email Builder:
– List Emails or Email Templates sent from Account Engagement adjust the Prospect’s score based on engagement.
– If saved in a Scoring Category folder, the resulting score is associated with that category.
– Lightning Builder Email Content sent as a List Email or “activated for automation” does not have an association with folders or Scoring Categories.
– Scoring Categories can still be adjusted through Email Content Completion Actions, Engagement Studio Program Actions, and Custom Redirects.
3. Scoring Categories and the Lightning Landing Page Builder:
– Landing Pages built within Account Engagement automatically update the Prospect’s score based on Page Views, Landing Page Successes, and Landing Page Errors.
– If stored in a folder associated with a Scoring Category, the scores go to that category.
– Lightning Landing Page Builder does not have an association with folders or Scoring Categories.
– Scoring Categories can still be adjusted through Form Completion Actions.
4. Email Content Completion Actions:
– When sending Email Content, completion actions for email opens, clicks, and unsubscribes can add or remove points from a Scoring Category.
5. Engagement Studio Program Actions and Custom Redirects:
– Lightning Builder Email Content can be used in Engagement Studio programs.
– You can adjust the Prospect’s Scoring Category if they take specific actions, such as email clicks or opens.
– Custom Redirects can be used to update the Prospect’s Score within a Scoring Category, and completion actions can add additional points.
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