Score Designer for Marketing Cloud

When companies are looking for lead scoring and grading capabilities they first think about Pardot. Until now! We released a lead scoring solution that works in Salesforce Marketing Cloud. Combine any data and activate scored leads in Journey Builder.

Pardot versus Marketing Cloud

Lead scoring has never been part of Marketing Cloud. Companies looking for these capabilities mostly turn to Pardot. Missing the good parts of Marketing Cloud like Journey Builder and many more amazing designers and builders.

Similar to our Segment Designer, we wanted to create a user friendly way to include scoring rules within Marketing Cloud and make it easy to use these scores when creating segments for your campaigns.

Introducing Score Designer

Score Designer is now fully released and part of the Activation Studio.

  • Easily create one time and recurring scoring rules
  • Use positive and negative scores
  • Use any data available within Data Designer
  • Use scores to segment audiences

Want to know more. Learn everything about lead scoring and Score Designer here.

Field configuration target data extension

Included in the current release is the option to add fields to your target data extension. After creating your segment within Segment Designer you can now choose to add fields already in your segment criteria (grayed out), fields from Marketing Cloud system data views and add fields from other data extensions available in the Attribute Groups within the Data Designer of Marketing Cloud.

Step 1: design your segment via our visual drag and drop Segment Designer

Step 2: choose if you want to overwrite or use the update data action

Step 3: optionally choose a data retention policy

Step 4: choose fields to be included in your target data extension

You can choose to have the value of the field to be included or use a SUM, AVG or COUNT function. For example;

  • have the sum value of all transaction values
  • have the average transaction value of all transactions
  • have the count of the email sends

To include a value related to an object that has a one-to-many relationship, you need to determine how you want to order your data. For example; if you want the invoice number of a specific transaction, you need to choose an attribute to order the data. In this case you could choose a date field to order the data and include the most recent transaction.

View the video below to see how this works in Segment Designer.

Configure fields to be included in the target data extension

View unique values in data extension fields

Marketers who have experience in creating SQL activities in Marketing Cloud know how time consuming creating SQL can be. One of the reasons is not knowing what potential values are within a field of a data extension. We wanted to created a seamless workflow within our Segment Designer without having to leave your screen.

In the new release we have included the option to view a set of unique values available within a specific field of a data extension. A huge time saver since you don’t have to browse to the data extension, open it and browse through all potential values. Just click the ‘table’ icon and we will show you a set of unique values.

View the video below to see how pulling in unique values works within Segment Designer.

Marketing Cloud system Data Views integration

We are happy to announce that we have integrated the Marketing Cloud system data views directly into the Segment Designer. For now we have included _Subscribers, _Sent, _Open, _Bounce, _Click and _Unsubscribe. In feature releases we will also include the _Job and Journey Builder data views.

This feature makes it possible for marketers to include the data views when creating a segment. And combine data view values with other data available in the Segment Designer. For example;

  • include all subscriber who have received an email in the last month, didn’t engage with the content and are part of a sales opportunity
  • exclude subscribers who opened an email in last week and who purchased something on your website in the last month

View how data views have been integrated in the video below.

date and number field actions segmentation Marketing Cloud

Date and number filters in release november 2021

We’ve added the option to use new actions in combination with date fields and number fields within the Segment Designer. This option gives marketers the possibility to easily add more complexity to their segments. Marketers can now use date type and number field specific actions. Creating segments in Marketing Cloud have never been easier.

Date fields

When dragging a date field into the Segment Designer, you now have the option to select the ‘is anniversary off’ selector. This makes it easier to include birthdays or the date a new client signed with your company. The selector doesn’t look at the year, but the recurrence of the day and month.

Number fields

It was already possible to use common actions like ‘between’ and ‘greater than’ selectors. Now it’s also possible to use ‘average’, ‘sum’ or ‘each’ in combination with number or integer fields. A marketer can use this when for example wanting to segment all customers with an average purchase between 500 and a 1000 dollars or a customer lifetime value of greater than 2500 dollars.

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