Workflow Action: Modify Contact Engagement Score

This feature enables users to directly influence a contact's Engagement Score, providing a flexible approach to engagement management.This article will walk you through the steps of utilizing this workflow action.

How to Use Modify Contact Engagement Score Workflow Action:

1. Access Workflow Builder: Begin by accessing the workflow builder within your BILT platform.
   

   

2. Select Modify Contact Engagement Score Action: Within the workflow builder interface, locate the action options and select "Modify Contact Engagement Score."
   

   

3. Define Adjustment Type: Choose whether to add or subtract points from the contact's existing Engagement Score. This adjustment type will determine how the contact's score is modified based on the workflow trigger.
   

   

4. Specify Point Value: Enter the specific point value to be added or subtracted from the contact's Engagement Score. This value should reflect the desired impact on the contact's engagement level.

5. Configure Trigger Conditions: Define the conditions under which the Modify Contact Engagement Score action will be triggered. These conditions may include specific engagement thresholds, time-based triggers, or other relevant parameters.
   NOTE: Please view our article on ‘Workflow trigger: Contact Engagement Score’  to set up this trigger.
   

   

   
   
   

6. Test Workflow: Before deploying the workflow action at scale, conduct thorough testing to ensure it functions as intended. Test various scenarios to validate the accuracy and effectiveness of the Modify Contact Engagement Score action.
   NOTE: For an in-depth overview of Workflow Testing see our article, “Using the Testing Features in Workflows”

7. Monitor Performance: Once the workflow action is deployed, monitor its performance closely. Track changes in Engagement Scores and assess the impact of the modification on overall engagement levels.

Benefits of Modify Contact Engagement Score Workflow Action:

1. Dynamic Engagement Management: With the ability to adjust Engagement Scores directly, users can dynamically respond to changes in contact behavior and engagement levels.

2. Personalized Engagement Strategies: Modify Contact Engagement Score action allows for the customization of engagement strategies based on individual contact interactions and preferences.

3. Improved Targeting: By fine-tuning Engagement Scores, businesses can better segment contacts for targeted marketing campaigns, ensuring messages resonate with the right audience.

4. Enhanced Data Quality: Regularly modifying Engagement Scores helps maintain the accuracy and relevance of contact data, facilitating more informed decision-making and campaign optimization.