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 Install Social Insights for Salesforce
  3. Salesforce Social Insights Data and Reports
  4. How to Install Social Analytics for Salesforce
  5. How to Install Social Advocacy 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 Set up The Microsoft Dynamics Integration
  10. Microsoft Dynamics Social Activity Entity
  11. Oktopost Solution Package for Microsoft Dynamics
  12. How to Set Up The Mautic Integration
  13. How to Set Up the Bitly Integration
  14. How to Set Up the Feedly Integration
  15. How to Set Up the Act-On Integration
  16. Feedly Custom Sharing with Oktopost
  17. Act-On Integration: Segmenting Lists Using Social Data
  18. Act-On Integration: Social Lead Scoring
  19. Conversion Tracking With Marketo Forms 2.0
  20. Marketo Integration: Lead Segmentation
  21. Marketo Integration: Interesting Social Moments
  22. How to Set Up the Salesfusion Integration
  23. How to Set Up the Pardot Integration
  24. Setting up the Google Analytics integration
  25. How to Set Up the Facebook Retargeting Integration
  26. How to Create a Facebook Audience Based on Social Behavior
  27. Attributing Social to Leads in Marketo
  28. Webhooks
  29. How to Connect Oktopost to Zapier
  30. How to Create Salesforce Cases From Assignments
  31. Setting up Integration Assets
  32. Social Click URLs
  33. Salesforce Campaign Naming Parameters
  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 Single Sign-on With Google Apps
  41. How to Set Up The Facebook Lead Ads Integration
  42. Zapier Use Cases
  43. How to Set up Oktopost for Bizible
  44. How to Format Dates in Salesforce Template Fields
  45. Social Attribution Parameters
  46. Lead Parameters
  47. How to Update an Existing Social Insights Installation

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