Act-On Integration: Social Lead Scoring

Lead scoring allows marketers to prioritize leads, qualify the right leads for sales, and capture long-term sales opportunities that would otherwise be lost. Act-On enables users to score leads based on many different criteria, and with the Oktopost integration, even social actions can be used to score leads.

Leads can be scored based on the following social criteria:

Social Criteria Definition
Social Network The network from which the lead originated
Group Name of Group from which the lead originated
Profile Name of the personal/company page from which the post was published
Campaign Name of the social campaign within Oktopost
Post Link Score for social shared clicks

How to Score Leads Based on Network

This example will show you how to add 15 points to leads that originated from LinkedIn.

  1. Hover over Lists and click on Scoring Rules.
  2. Choose a name for the rule.
  3. In Contact Field select OktoClickNetwork, Condition select 'Equals' and Criteria 'LinkedIn'.
  4. Click on the Save button.
  5. Choose a score. In this example, 15 points are attributed to a a lead from LinkedIn.
  6. Click Update Scoring Rules.

Integrations

  1. How to Set Up The Marketo Integration
  2. How to Set up Social Insights for Salesforce
  3. Salesforce Insights Data and Reports
  4. How to Set up Data Sync for Salesforce
  5. How to Set Up The Social Advocacy Package For Salesforce
  6. How to Set Up The Eloqua Integration
  7. How to Set Up the HubSpot Integration
  8. How to Set Up The Salesforce Integration
  9. How to Find the Security Token in Salesforce
  10. How to Set Up the Bitly Integration
  11. How to Set Up the Feedly Integration
  12. How to Set Up the Act-On Integration
  13. Feedly Custom Sharing with Oktopost
  14. Act-On Integration: Segmenting Lists Using Social Data
  15. Act-On Integration: Social Lead Scoring
  16. Marketo Integration: Social Lead Scoring
  17. Conversion Tracking With Marketo Forms 2.0
  18. Marketo Integration: Lead Segmentation
  19. Marketo Integration: Interesting Social Moments
  20. How to Set Up the Salesfusion Integration
  21. How to Set Up the Pardot Integration
  22. Setting up the Google Analytics integration
  23. How to Set Up the Facebook Retargeting Integration
  24. How to Create a Facebook Audience Based on Social Behavior
  25. Attributing Social to Leads in Marketo
  26. How to Set up the AdRoll Integration
  27. Webhooks
  28. How to Connect Oktopost to Zapier
  29. Oktopost Tracking with Google Tag Manager
  30. How to Create Salesforce Cases From Assignments
  31. Setting up Integration Assets
  32. Social Click URLs
  33. Salesforce Campaign Naming Parameters Guide
  34. How to Track Conversion on HubSpot Embedded Forms
  35. How to Track Conversion on Pardot Forms
  36. How to Track Conversions on Act-On Labs Forms
  37. How to Set Up Single Sign-on With AD FS
  38. How to Set Up Single Sign-on With Okta
  39. How to Set Up Single Sign-on With OneLogin
  40. How to Set Up The Facebook Lead Ads Integration

Feedback and Knowledge Base