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PowerScore

PowerScore

  • Date Created: December 22, 2014
  • Last Modified: March 25, 2015

Yes! You can add points or take away points based on something that happens with a contact or lead.

  • Date Created: December 22, 2014
  • Last Modified: March 24, 2015

No. With PowerScore, you can only score contacts or leads.

  • Date Created: February 2, 2015
  • Last Modified: March 24, 2015

A subscription to PowerScore is $1/enabled CRM user/month. A user is defined as anyone enabled in your CRM system, including admin and read-only users.

  • Date Created: December 22, 2014
  • Last Modified: March 24, 2015

After the details have filled out in the profile area of PowerScore, navigate to the next tab over called Setup.

In this tab, there are four fields. These fields can be configured to best suit your needs:

Freshness
An individual person’s score is updated each time a PowerScore is created, related to them. The contacts/leads without activity will have their score drop off over time. We don’t want to check the entire database of contacts/leads for old scores every time a score-able activity happens. By setting a freshness value (in days), we know we need to check the database for old scores of those contacts/leads without recent transactions within that past x number of days. If the transactions on that record are older than the number of days defined in the “period” row, we will age them.

Period
This number (in days) tells us how long a particular score is valid. For example, if someone fills out a web form, that person gets a score. The period tells us how long that score is valid for. After the period, the score is no longer valid, and will not be included in the total score for that lead or contact.

Check Freshness
This is the number (in minutes) between freshness checks. For example, if we have not checked for records that are older than the freshness in the last 30 minutes, check now.

Process Top
When we go through the database to update old scores (leads/contacts that haven’t had any score transactions in the number of days defined in the freshness row), we may get a very large number of records. The number entered in the “process top” row will be the number of records that are processed in each call.

  • Date Created: December 22, 2014
  • Last Modified: March 24, 2015

In order for CRM users that are not system administrators to be able to use PowerScore, they will need to be assigned to one of the PowerScore security roles that are automatically imported into the CRM.

PowerScore Admin
The PowerScore Admin security role will allow users to do everything related to PowerScore, including: creating new scoring rules and viewing scores.

PowerScore User
The PowerScore User security role will allow users to view scores, but not to create new scoring rules.

System Administrators
System Administrators will automatically see PowerScore in their left navigation and be able to use PowerScore without even having the security role assigned

  • Date Created: December 22, 2014
  • Last Modified: March 24, 2015

One unique feature of the PowerScore add-on is that you can age the scores. For example, let’s say that a lead had tons of score-able behavior for a few weeks; they fill out web forms, submitted surveys, and navigated all over your website. They have probably racked up a huge score! However, now this lead hasn’t had any score-able behavior for the past 3 months. Those scores probably aren’t still relevant as they happened so long ago. PowerScore gives CRM users the ability to “age” their score, or wipe a score clean after a certain amount of time. The CRM Admin can decide how long before a score gets stale in the PowerScore setup, in the “Freshness” column. Please see the PowerScore import guide for more details.

  • Date Created: December 22, 2014
  • Last Modified: March 24, 2015

To begin using the PowerScore add-on, the first step is to set-up some scoring rules, to decide what types of behaviors you’d like to score based on. To start creating scores, navigate to the PowerPack tab of CRM. Navigate to PowerScore Rules.

Create a new PowerScore rule and enter a number of specifications that need to be applied:

Name:
The name will be used on the PowerScore itself, so make sure to be specific

Rule:
The behavior that scoring is based is called a Rule, specifies which add-on is being used.

Score:
This should be a whole number, positive or negative, numerical value based on the scoring system you have set up

  • Date Created: December 22, 2014
  • Last Modified: March 24, 2015

Rules can be created based on a specific field being filled in for a lead or contact, a new case, or new opportunity being created related to a contact or activities related to PowerWebForm, PowerEmail, PowerMailChimp, PowerWebTraffic, PowerSurvey, or PowerShare.

  • Date Created: December 23, 2014
  • Last Modified: March 24, 2015

One place to see the active scores that have been generated by the scoring rules, is in the PowerScore table. There you will see what score was executed, who the score was related to, what value was tied to that score, and when the activity happened.

  • Date Created: December 23, 2014
  • Last Modified: March 24, 2015

The other place you can view a score for a specific lead or contact is on the actual contact or lead record itself. If you open a record, you will now see a field containing the total score and the active score records in the Contact Information section.

If you would just like to see a list of the active scores related to the record, select the PowerScores tab from the record’s menu.