How to set up Point Groups in your scoring with Webmecanik Automation?

Scoring is a key feature of your marketing automation software. It enables you to track the progress of your contacts through the various stages of your conversion tunnel.

With Webmecanik Automation, you can go further than the simple scoring you're already familiar with, and set up point groups, i.e. create different scoring rules for groups you've defined.

Information :

Advanced scoring with groups is independent of classic scoring. If you've already set up rules, nothing changes for you and you can continue to use it alongside advanced scoring.

Let's take a look at how to set up advanced scoring.

Define your groups

Define the different groups you want to set up. This can be based on your different products, the interests of your contacts, prospects/customers...

In Webmecanik Automation, click on the left-hand side menu > Points > Manage groups.

To create a new point group :

• Click on the + New button in the top right-hand corner
• Enter a name and description for your new group
• Publish, save and close

Management of scoring actions

Set up scoring actions specific to your point group.

• Click on the + New button at top right
• Enter a name and description for our new action
• Choose the number of points to award to this action
  
• Choose the action that will award points to your contact
  
• Choose the group of points to which this action is attached
  

In the right-hand menu :

• Publish action
• Define whether your action is repeatable or not (by default, general scoring rules apply only once to a contact).
  Using groups in Webmecanik Automation

Point groups can be used in several places in your Webmecanik Automation software:

Point groups can be used in several places in your Webmecanik Automation software:

• In segments

You can add segment filters based on point groups.

Choose the group and a score, and all contacts with a higher (or lower, depending on what you've chosen) group score will be included in this segment.

• In campaigns

It is possible to set campaign conditions and actions according to your points groups.

In Conditions, select Contact points.

Define the condition by selecting the point limit, then the group.

• In Action, choose Adjust contact points.
• Define the number of points you wish to assign to the contact and the group.

In contact sheets

You can view the points of the various groups in your contact sheets.

You can see the allocation of group points in the behavioral history of your contacts.

Tracking group points in reports

It is possible to create a report in Webmecanik Automation to see the list of actions that have awarded points per group.

To do this, go to the Report tab in the left-hand side menu.

• Create a new report.
• Select the source data Log of contact points
  
  

• In the Data tab, select the columns you wish to be displayed in your report. We advise you to choose Group Name and Event Point Action.

• Add a filter with your contact's email address

• Save and close

You can now view the various actions that have been used to award points to your contact by group.