Tagging Scoring nl NL
Spotler supports Tagging & Scoring. You can use this to segment your contacts and to determine the value of your contacts. This way you can send more targeted and relevant messages to your contacts.
Tags can be set yourself and can be applied for all kinds of reasons. Usually the purpose of tagging is to capture a phase or interest that a contact is in. By grouping contacts with the same tags, you create relevant segments (using Dynamic Lists). You make subsequent marketing campaigns for these segments.
To add a Tag from Dynamics 365, we create a Spotler Job with the operation Add Tag.
Select the Customer (=Account/Contact) or a Lead for which you want to add the tag.
Fill in the tag you want to add. If a tag doesn't exist in Spotler yet, it will be created automatically.
Now press Save to create the Spotler Job. This will add the tag to the contact in Spotler.
💡Tip: You can also just add a Tag to Spotler by leaving the Customer (=Account/Contact) or a Lead blank.
To remove a Tag from Dynamics 365, we create a Spotler Job_ with the operation Remove Tag.
Select the Customer (=Account/Contact) or a Lead for which you want to remove the tag.
Fill in the tag you want to remove. You can remove multiple tags at once by separating them with a comma or a semicolon.
Now press Save to create the Spotler Job. This will remove the tag to the contact in Spotler.
💡Tip: You also use this operation to remove a Score!
By also using scoring, you give more meaning to a tag. With scoring you give a value in numbers to a tag.
For example: I have a tag 'Lead' and I give it a score of 10. This means that a contact with the tag 'Lead' has a score of 10. You can set the score, increase or decrease it for certain action the contact takes, such as downloading several white papers. For each download you the contact receives a +10 score within the Lead tag. Or, you may want to give more important downloads +20. You can use this score to determine the lead value of a contact.
To add a Score from Dynamics 365, we create a Spotler Job with the operation Set Score.
Select the Customer (=Account/Contact) or a Lead for which you want to set the score.
Fill in the tag for which you want to set the score for. If a tag doesn't exist in Spotler yet, it will be created automatically.
Fill in the score you want to set the tag to. This needs to be a number, which can also be negative.
Now press Save to create the Spotler Job. This will update the tag with the specified score for the contact in Spotler.
To increase a Score from Dynamics 365, we create a Spotler Job with the operation Increase Score (+).
This is the same as setting a score, but instead of setting a score, we increase the score with the specified number. The number most be positive.
If a tag doesn't exist in Spotler yet, it will be created automatically with a starting score of zero.
To decrease a Score from Dynamics 365, we create a Spotler Job with the operation Increase Score (+).
This is the same as setting a score, but instead of setting a score, we decrease the score with the specified number. The number most be positive.
If a tag doesn't exist in Spotler yet, it will be created automatically with a starting score of zero.
See Remove Tag.