14

want to add Appointments, Emails, Phone calls entities in Scoring models

Cx want Appointment, Emails, Phone calls entities to be added to lead scoring model search entity so that they can create a condition based on those activities.

Read more...

0 Comments

Read more... 0 Comments

Category: Lead Management and LinkedIn (106)

STATUS DETAILS
Needs Votes
Ideas Administrator

Thank you for the idea submission.

Follow up questio from my end, what would the user want to do with those conditions? For visibility, these conditions still do not have an ETA but potentially the final objective of the condition can be achieved in a diff way.

14

Lead Scoring - Field contains data

It's not possible to sort fields contain data in Marketing -> Scoring models. Example: Last name - we cannot ask for all names that exist but only want to know if the field last name contains data. Cannot find possibility to do that directly. Have also checked to build a segment and ask for who i...

Read more...

0 Comments

Read more... 0 Comments

Category: Lead Management and LinkedIn (106)

STATUS DETAILS
Needs Votes
12

Real Time Marketing - Provide Engagement Scoring instead of Lead Scoring

  1. Engagement Scoring - 90% of our clients do not use Leads at all so when I introduce the concept of Lead Scoring it causes a lot of confusion and concern. When you re-invent lead scoring for D365 Marketing > Real Time Marketing, please make it more general like "

    Read more...

    0 Comments

    Read more... 0 Comments

    Category: Lead Management and LinkedIn (106)

    STATUS DETAILS
    Needs Votes
    Ideas Administrator

    Thank you for your feedback.

    Currently this is not on our roadmap, but we are tracking it, and with more feedback and support from the community we may consider it in the future.

     

    Sincerely, PM, Microsoft

8

Lead source tracking methods

It would be great to add the lead source tracking feature in Marketing 365. Right now when a prospect submits a form which is hosted on a landing page in the website the lead comes in as Landing page. Instead it should show the lead came in from google to the landing page.


The...

Read more...

2 Comments

Read more... 2 Comments

Category: Lead Management and LinkedIn (106)

STATUS DETAILS
Needs Votes
Ideas Administrator

Hi

Thanks this idea is now under review. Appreciate your feedback.

 

7

Lead Scoring: Re-Naming groups inside the models in real-time marketing

When creating a new lead scoring model in real-time marketing, there is no way to rename a group to have a better overview when there are more groups in bigger models.


In Outbound Marketing you could give the condition a display name and therefore easily find your condition, e...

Read more...

0 Comments

Read more... 0 Comments

Category: Lead Management and LinkedIn (106)

STATUS DETAILS
Needs Votes
Ideas Administrator

Thank you for your feedback.

Currently this is not on our roadmap, but we are tracking it, and with more feedback and support from the community we may consider it in the future.

Sincerely, PM, Microsoft

7

Lead Scoring on Real Time Marketing Area

Hey,


I would like to target my lead scoring model on the "Real-time marketing" Area.


Currently i can only use the emails that are used in the Outbound Area - I dont understand in general why there is a spereation of...

Read more...

1 Comments

Read more... 1 Comments

Category: Lead Management and LinkedIn (106)

STATUS DETAILS
Planned
2023 Release Wave 1
Ideas Administrator

Planned for RTM Lead scoring launch, please see new release notes

7

Use dynamic segments on LinkedIn Matched Audiences

It's possible to use Dynamics 365 Marketing segments on LinkedIn in order to use LinkedIn Matched Audiences. However, this is just static lists. It should be possible to allow dynamic lists in order to use triggers in the segment to turn on and off ads on LinkedIn. This is possible on other p...

Read more...

0 Comments

Read more... 0 Comments

Category: Lead Management and LinkedIn (106)

STATUS DETAILS
Needs Votes
6

Lead qualification pop up window should not show Opportunity as the option.

In the marketing application, we do not use opportunity entity. The privileges for the security roles like read, create, edit privileges are removed. Even then, when an qualify button is clicked on the lead entity, it shows the pop up with Opportunity as the option. When the users do not have a...

Read more...

2 Comments

Read more... 2 Comments

Category: Lead Management and LinkedIn (106)

STATUS DETAILS
Needs Votes
6

Lead Scoring - add "less than" or "greater than" operators for Visit Duration Field in the "Website visited" interaction

I'd like to be able to add a condition in a lead scoring model that uses a web site visit duration to add points if the duration is longer than a certain time. Currently, only the expressions "=", "<>" or "contains" operators are available, as if the "Website visit" field type is a string. Cons...

Read more...

1 Comments

Read more... 1 Comments

Category: Lead Management and LinkedIn (106)

STATUS DETAILS
Needs Votes
6

Individual Contact Score for Account-based Lead Scoring Model

Our organization has implemented Account Based Leads as described in MS documentation below: Account-based leads are associated with an account record. They are scored based on information from the account, plus information and interactions related to each contact that belongs to that accoun...

Read more...

0 Comments

Read more... 0 Comments

Category: Lead Management and LinkedIn (106)

STATUS DETAILS
Needs Votes