66

Show Lead Scoring Details at Lead

We want to see the details of the score, not only the overall score. I.e. someone got scoring points because he has clicked 5 emails, submitted 1 form and his position is CEO. At the moment you have to compare the scoring model with the fields and actions of the lead but it would be easier if ...

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1 Comments

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Category: Lead Management and LinkedIn (99)

STATUS DETAILS
Planned
2023 Release Wave 2
Ideas Administrator

Hi, we're looking to significantly improve the lead scoring experience with Real-time marketing and we plan to solve for this as part of that bigger overhaul.

Thanks for all the feedback

Ayush

54

Extended matching strategy for LinkedIn Matched Audience

At this moment, the matching rule only applies for the e-mail address. Some people have different e-mail addresses for their LinkedIn profile though. It would be amazing to change the algorithm according to this logic: If email address matches, then match If email address does not match, then ch...

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2 Comments

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Category: Lead Management and LinkedIn (99)

STATUS DETAILS
Planned
2025 Release Wave 1
Ideas Administrator

Thanks for your note!

This idea is under review now .

Sincerely,

D365Marketing Team

36

Lead Score Modeling - Phone Call/Activity

We have had a request to score a lead based on a phone-call. For example - the lead calls a certain number. This phone call is logged on their Lead profile under activities. The Marketing App would have a Lead Scoring Model/Rule that says to increase their score by 100. More generally - create...

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2 Comments

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Category: Lead Management and LinkedIn (99)

STATUS DETAILS
Needs Votes
Ideas Administrator

Thank you for your feedback. We are going to review this idea for possible implementation.

 

Thanks

Ayush

Product manager, D365 Marketing, Microsoft

20

Feature to score by page views within the clicked website or time spent on the website in the scoring model

With the current scoring model settings, it is possible to score by the number of website visits. However, it is not possible to give a more detailed scoring based on the number of visits to a particular page view within that website or the length of time you spend on that website. Customers th...

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0 Comments

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Category: Lead Management and LinkedIn (99)

STATUS DETAILS
Needs Votes
16

Please support the relative time feature in the scoring model feature.

Currently, the lead scoring model feature does not support relative time. By implementing the relative time function, if you can refer to the fields such as the contact person's birthday and score them, you can lead to more effective sales activities.

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1 Comments

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Category: Lead Management and LinkedIn (99)

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...

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0 Comments

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Category: Lead Management and LinkedIn (99)

STATUS DETAILS
Needs Votes
4

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...

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1 Comments

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Category: Lead Management and LinkedIn (99)

STATUS DETAILS
Needs Votes
Ideas Administrator

Hi

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

 

3

Form Enhancement: Simultaneous Creation of Leads and Contacts

Our client is encountering difficulties with the new real-time form feature, restricting them to create either a lead or contact, which becomes particularly challenging when dealing with events due to the fact that the lead matching strategy does not work with leads created through events. Thi...

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1 Comments

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Category: Lead Management and LinkedIn (99)

STATUS DETAILS
New
2

View Leads, Contacts & Account In Real Time Marketing

Within the real-time marketing section would be very helpful to be able to easily view leads, contacts and accounts from the left hand menu. This is the case in Sales and Outbound so it would make sense to also include it in real time.

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0 Comments

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Category: Lead Management and LinkedIn (99)

STATUS DETAILS
Planned
2023 Release Wave 1
Ideas Administrator

Marking this as planned as most of the features request will be there during 2023 wave 1 release. However, account viewer still needs an ETA

2

Lead fuzzy deduplication (diminutives of names)

When a new lead is created, fuzzy deduplication rules should attempt to match it to existing contacts and leads on diminutives of common names according to the language settings (e.g. Bob Smith should link to Robert Smith). The fuzzy matched records...

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0 Comments

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Category: Lead Management and LinkedIn (99)

STATUS DETAILS
Needs Votes