This guide explains how to configure the logical conditions necessary for a Lead Scoring rule to assign (or remove) points to a customer.
Procedure: Define Rule Conditions
The conditions specify the specific requirements a customer must meet to trigger the point assignment.
1. Access the Lead Scoring rules management area (usually in the plugin configuration panel).
2. Add a new rule or edit an existing rule. The rule configuration screen will open.
3. In the Title field, assign an identifying name to the rule (e.g., "Action: Email Open").
4. In the Operation section, define how points should be managed:
- Select the type of operation: Add, Remove, or Set.
- Enter the numerical value of points to assign or remove.
5. Locate the field labeled Conditions.
6. Click inside the text area or on the associated button to open the Query Builder (the logical query builder).
7. Use the Query Builder interface to specify logical criteria (e.g., "The customer visited page X" OR "The customer has a current score less than Y").
8. Once conditions are defined, confirm the selection in the Query Builder.
9. (Optional) In the Description field, you can add internal notes about the purpose of the rule.
10. Save the rule to activate it.
> Note: The Lead Scoring system synchronizes scores based on specified conditions every 5 minutes (as indicated by the syncScore cron configuration).
Important Notice Regarding Points Assignment from Form
If you are assigning points through a Form action:
It is necessary also to enable registration of personal data via the action 'Register customer' or 'Newsletter Subscription' so that points are correctly assigned to the lead.
When configuring the form action:
1. Select the action Assign Lead Scoring Score.
2. Choose the Operation between Add or Subtract.
3. Specify the Points to assign.
