What is the purpose of the Lead Scoring Rule feature for events?

This feature allows administrators to define and manage lead scoring rules specifically for events. It assigns scores to partner activities related to an event, helping to qualify and prioritize leads generated through event participation.

Who can define and manage lead scoring rules for events?

Only UPM administrators can define and manage lead scoring rules for events. They configure the rules, specify activities, assign scores, and select applicable partner groups.

How does event-driven engagement contribute to lead scoring?

The platform integrates lead scoring directly into event management. Interactions like registration, attendance, or content downloads contribute meaningfully to a lead's overall score.

What details can administrators configure for a lead scoring rule?

Administrators configure the rule name, the specific activity that triggers the score, the score value, the applicable partner groups, and the validation period (start and end dates).

What is the 'Source' field in the Lead Scoring Rule form?

The 'Source' field displays the read-only source of the event that triggers this lead scoring rule. It is pre-filled as 'Server Widget Event', indicating the origin of the interaction.

Define & Manage Lead Scoring Rules for Events

Overview

Lead scoring is a critical component of effective lead management, allowing organizations to quantify the value of a lead based on their engagement and demographic information. By integrating lead scoring directly into event management, the platform ensures that interactions with events, such as registration, attendance, or content downloads, contribute meaningfully to a lead's overall score. This helps partners and vendors focus their efforts on the most promising leads generated from their marketing events.

Administrators can configure detailed rules, specifying which activities associated with a particular event should generate a score, how much that score should be, and for which partner groups it applies. This granular control ensures that lead scoring accurately reflects the strategic importance of different event interactions and aligns with the overall lead qualification strategy.

Accessing Lead Scoring Rules for an Event

This screen displays the details of a specific event within the Market module, providing a comprehensive overview of its configuration. Administrators use this view to manage various aspects of an event, including its basic information, associated content, and lead scoring rules. The screen is organized into collapsible sections, allowing for focused management of different event components. This particular view shows the event's general information, such as its name, URL extension, description, and linked campaign, and also provides options to add or manage event pages and lead scoring rules, which are crucial for tracking attendee engagement and qualifying prospects.

Click the "Add" button within the "Lead Scoring Rule" section to define a new lead scoring rule for this event.

Buttons

Button	Description
Edit	Allows modification of the event's details.
Delete	Removes the event from the system.
Visibility Configuration	Configures who can view and access the event.
Manage Content	Provides options to manage the content associated with the event.
Preview	Displays a preview of the event page.
Upload Zip	Uploads a ZIP file containing event-related assets.
Add	Adds a new event page.
Sort Order	Arranges the order of event pages.
Add	Adds a new lead scoring rule for the event.

Event Information

Field	Description
Name	The name of the event.
Campaign	The marketing campaign associated with this event.
URL Extension	The customizable part of the event's URL.
UI/UX Package	The user interface and user experience package applied to the event.
Description	A detailed description of the event.
Thumbnail Image	A small image representing the event.

Defining a New Lead Scoring Rule

The Add/Edit a Lead Scoring Rule form allows administrators to define criteria for assigning scores to leads based on specific activities. This functionality is part of the Event Marketing Management module, enabling the system to automatically qualify leads generated from various marketing efforts. Each rule specifies an activity, a score value, and a validity period, contributing to a lead's overall score which can then be used for lead nurturing, routing, or prioritization within the Sell module. The source of the activity, in this case, is pre-defined as a 'Server Widget Event', indicating that this rule is specifically designed to score interactions originating from a particular type of system event.

Fill out the Add/Edit a Lead Scoring Rule form to define a new lead scoring criterion.

Buttons

Button	Description
Save	Saves the newly configured lead scoring rule.
Cancel	Discards any changes and closes the form without saving.

Lead Scoring Rule Information

Field	Description
Rule Name *	Enter a descriptive name for the lead scoring rule.
Activity *	Select the specific activity that will trigger this lead scoring rule.
Score *	Enter the numerical score to be assigned when the specified activity occurs.
Applicable Group *	Select the group(s) to which this lead scoring rule applies.
Validate From *	Specify the start date from which this lead scoring rule becomes active.
Validate To *	Specify the end date until which this lead scoring rule remains active.
Source	Displays the read-only source of the event that triggers this lead scoring rule, pre-filled as 'Server Widget Event'.