How to create Lead Scoring Model in D365 Real Time Journeys | Lead Scoring Models in Lead Management

In this article, I will provide an overview of how to create a Lead Scoring Model in Real-Time Journeys within Lead Management. Before delving into that, it's worth noting that Microsoft is currently placing a greater emphasis on Real-Time Journeys over Outbound Marketing.

To utilize the Lead Scoring Model in Real-Time Journeys, you must first activate this feature. Follow these steps:

  • Navigate to the Setting Area.
  • Click on Feature Switches.
  • Look for Lead Management.
  • Turn ON Lead Scoring.

Enabling Lead Scoring Model in Real-Time Journeys also requires you to refresh the Real-Time Journeys page to see the Scoring Model and Qualification entities on the left-hand side of the page.

Now, let's discuss how to create a Scoring Model:

  • Click on Scoring Model.
  • Click on New and give a name to your model, then click Create.
  • Choose the type of element you want to add (Attributes/Behavioral).
  • For this example, I am creating a Behavioral model.
  • Select the triggers you desire and determine the points you want to assign (from the top of the group).
  • You can add multiple triggers and assign points based on your process.
  • Save and Publish.

By following these steps, you can successfully create and implement a Lead Scoring Model in Real-Time Journeys.

Don't Forget To Checkout :-

Emerging Technologies in 2024

Microsoft Renamed D365 Marketing