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Customer Profile Scoring

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This feature is available only to paid customers and is no longer sold to new customers.

This feature estimates a customer's business value. It uses preset rules to score the completeness of their profile information, such as their phone number, region, industry, and job title. By default, the scoring rules for all profile fields are empty. You can also configure scoring rules for custom customer attributes.

Scoring rule types

There are two main types:

  • Profile completion score: A customer receives points for providing information for a field.

  • Profile value score: A customer receives different points based on the value of the information they provide. An administrator can create different rules to score specific values.

  1. Profile completion score:

    1. On the Customer > Customer Profile Scoring page, click the Configure Rule button for a specific field. The Configure Rule dialog box appears. See the following figure:

    2. Enter a score for profile completion. The score must be a positive integer or 0. Click OK.

    3. On the Customer Profile Scoring page, the Rule Count for the field increases.

  2. Scoring based on data value:

    1. On the Customer > Customer Profile Scoring page, click the Configure Rule button for a specific field. The Configure Rule dialog box appears. Select the Score by profile value radio button to expand the rule settings. You can assign different scores to values based on their importance. See the following figure:

    2. You can add new scoring rules. See the following figure:

    3. You can delete rules. You will be asked to confirm the deletion. See the following figure:

    4. After the configuration is complete, the Rule Count for the field increases.

Clear rules

  1. On the Customer > Customer Profile Scoring page, select a field and click the Clear Rules button. A confirmation dialog box appears. See the following figure:

  2. Click OK to clear all scoring rules for the field.

Scoring rules

  • After the initial rule setup, the profile score for existing customers is 0. Their score is updated only when new profile information is recorded.

  • After you set the scoring rules, any new profile information is scored according to these rules. The new score is added to the customer's existing score.

  • After the rules are set, any change to a customer's attributes triggers a score recalculation.

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