Reporting when contact lead score changed

Marketing & Content Hub Lists, Lead Scoring & Workflows
1

Hi.

Maybe I am missing it, but is there a way to report on when a conatcts lead score changed in the new lead score model? I see you can see the lead score history on each contact record, but I dont want to go to into ech record to see when the score changed from low -to med, etc. Looking for a report for a month to month view of contacts in each treshold any given week or month.
Thanks

2

Hi @TTram,

As far as I know, no, but this could be achieved with custom date properties and some simple workflows:

  • Create date property “Entered high lead score”
  • Create a contact workflow that enrolls records when they’re in the high segment
  • Use the ‘Edit record’ workflow action to set the new date property to the date when the step completes
  • Only enroll records that meet the criteria after turning the workflow on

Alternatively, you could look at property change events: Create a property change event

Best regards!