Lead scoring automations are only available for CRM users within the Spotler B2B solution.
When you create Lead Scoring with an automation, you also have to create a trigger for the automation. The record type chosen for this kind of trigger is a digital activity. When you set up the node for this activity, you need to set up certain criteria under which the value. Below you will find more information on each value type and when to choose which.
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EmailLinkWasClicked
Someone clicked on a trackable link in an email that was sent from the connected (Mail+) account. -
EmailWasOpened
Someone opened an email that was sent from the connected (Mail+) account. -
EmailWasSent
Someone received (was sent) an email that was sent from the connected (Mail+) account. -
FormWasSubmitted
Someone submitted a form (or survey) that was created in the connected (Mail+) account. -
PageView (new term for WebsiteHit)
Someone viewed a page on the website where the Spotler Leads script from the connected Spotler Leads account is placed.
If you want to learn more about using Lead Scoring in automations, check out this article.