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blackhall8 Frequent Visitor
Frequent Visitor

Lead Scoring - Dynamically add/subtract points based on interactions

I'm trying to create a lead scoring measure or a conditonal column based on specific interactions in my table. How would I go about dynamically adding/substracting points? 

 

Lead Scoring Logic

Interaction

Score (points)
Submit Form1
Click Email2
Start Application7
Bounced Email Address0

 

I would like to associate a score with each lead. For example, this is how I would like my data table to look:

Lead NameScoreInteractions Taken
A7Started aplication
B3Submitted Form & Clicked Email
C10Submitted Form, Clicked Email, and Started Application
D1Submitted Form
E0Bounced email
1 ACCEPTED SOLUTION

Accepted Solutions
Community Support Team
Community Support Team

Re: Lead Scoring - Dynamically add/subtract points based on interactions

Hi @blackhall8 ,

 

Unfortunatly I cannot find a way to get your exact same as your excepted result here. I made one sample here for your reference. Please check whether it is fine or not.

 

Here I create a measure based on the filtered table Lead Scoring Logic.

 

Taken = 
VAR sumsc =
    CALCULATE ( SUM ( 'Lead Scoring Logic'[Score (points)] ) )
RETURN
    IF (
        sumsc = MAX ( 'data table'[Score] ),
        CONCATENATEX ( 'Lead Scoring Logic', 'Lead Scoring Logic'[Interaction], "&" )
    )

Capture.PNG

 

 

Community Support Team _ Frank
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
2 REPLIES 2
Community Support Team
Community Support Team

Re: Lead Scoring - Dynamically add/subtract points based on interactions

Hi @blackhall8 ,

 

Unfortunatly I cannot find a way to get your exact same as your excepted result here. I made one sample here for your reference. Please check whether it is fine or not.

 

Here I create a measure based on the filtered table Lead Scoring Logic.

 

Taken = 
VAR sumsc =
    CALCULATE ( SUM ( 'Lead Scoring Logic'[Score (points)] ) )
RETURN
    IF (
        sumsc = MAX ( 'data table'[Score] ),
        CONCATENATEX ( 'Lead Scoring Logic', 'Lead Scoring Logic'[Interaction], "&" )
    )

Capture.PNG

 

 

Community Support Team _ Frank
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
smpa01 Established Member
Established Member

Re: Lead Scoring - Dynamically add/subtract points based on interactions

Hello @blackhall8  this is an interesting problem. However, I need a clarification.

 

I assume that in the following table the values in the column called Score can dervie from the addition of different combinations of Score from the previous table.

 

Lead NameScoreInteractions Taken
A7Started aplication
B3Submitted Form & Clicked Email
C10Submitted Form, Clicked Email, and Started Application
D1Submitted Form
E0Bounced email

 

If that is the case, for all possible addition values, how would you define the values that have count>1. For example, what would the interaction be for addition value 1, will it be =>1 - Submit Form or =>1+0 - Bounced Email Address+Submit Form. The table below represents value of addition from all possible arrangments of 0,1,2,7 (dervided through coding and not manually derived at all).

Addition valuesAddition CountVector arrangementCorresponding Interaction arrangement
010Bounced Email Address
121Submit Form
121+0Bounced Email Address+Submit Form
222Click Email
222+0Bounced Email Address+Click Email
727Start Application
727+0Bounced Email Address+Start Application
322+1Submit Form+Click Email
322+1+0Bounced Email Address+Submit Form+Click Email
827+1Submit Form+Start Application
827+1+0Bounced Email Address+Submit Form+Start Application
927+2Click Email+Start Application
927+2+0Bounced Email Address+Click Email+Start Application
1027+2+1Submit Form+Click Email+Start Application
1027+2+1+0Bounced Email Address+Submit Form+Click Email+Start Application