dotmailer for Salesforce - Contact scoring

Prerequisites

To be able to sync contact scoring data to Salesforce, you'll need to meet two requirements:

  1. Have contact scoring enabled on your dotmailer account, and
  2. Have dotmailer for Salesforce v2.40 or above

Contents

Modifying 'Contacts' and 'Leads' page layouts for contact scoring
Syncing contact scoring

Summary

Provided you meet the above prerequisites, and then make the page layout modifications as outlined below, you'll get five new fields for your contacts and leads:

  • Overall Score
  • Engagement Score
  • Suitability Score
  • Score Label
  • Latest Score Evaluation

This article explains what you need to know about modifying page layouts for contact scoring and syncing it.

Modifying 'Contacts' and 'Leads' page layouts for contact scoring

In both the 'Contacts' and 'Leads' pages layouts, you'll need to do the following in the 'Setup' section:

  1. In the quick find area, type 'contacts'/'leads', click Page Layouts and then Click on Edit next to the required page.
  2. Select 'Section' from the 'Fields' area.
    sf_section_contact_scoring.png
  3. Drag and drop it into the 'Contact Detail'/'Lead Detail' area.
    sf_drag_and_drop_section_contact_scoring.png
  4. In the 'Section Properties' box, give the section the name 'Scoring' and then click OK
    sf_section_properties_contact_scoring.png
  5. Select the five fields 'Engagement Score', 'Latest Score Evaluation', 'Overall Score', 'Score Label' and 'Suitability Score' from the 'Fields' area.
    sf_five_fields_contact_scoring.png
  6. Drag and drop them into the new 'Scoring' section.
    sf_drag_and_drop_new_fields_contact_scoring.png
  7. Click on the 'Properties' spanner icon, set all of the contact scoring fields to 'Read-Only' and click OK.
    sf_read_only_fields_contact_scoring.pngThis completes the required 'Contacts' and 'Leads' page layout modifications.

Syncing contact scoring

By default, the sync setting will be manual only.

In order to activate contact scoring, you'll need to set it to perform a daily sync. This coincides with the fact that dotmailer itself performs a calculation of contact scoring every 24 hours.

After the first sync is complete, you'll see the new fields populated for your contacts and leads.

Have more questions? Submit a request

Comments

Powered by Zendesk