Indra Ganzorig18 Nov 2021
home INTRODUCTION
Scores can be assigned to Contacts, Cards and Team Members in erxes. Scores can be used to identify and target sales-ready prospects or projects, and apply gamification to engage your team members. With the Automation feature, you can add, subtract scores for Contacts, Cards and Team Members in erxes. To learn more about the basics of the Automation, please refer to this guide.
In this use case, let's imagine that you want to add scores to Leads/Customers when the customer support team tags their conversation as 'Happy'.
Step 1: Create a trigger
- Create your trigger by choosing Conversation based trigger
- Select Tag from property type and choose 'Happy' and click Apply Filter
- Click 'Save' (required)
Step 2: Enable enrollment
Double click on the trigger box to open the trigger menu
- Open the 'Re-enrollment' tab
- Click on the toggle button
- Selecting the Tag checkbox
Step 3: Create an action
- Click on 'Add an action' and choose 'Manage Properties'
- Select 'Contact' from the Property Type
- Select 'Score' as the field
- Select 'Add' as the operator
- Type in your desired score amount for the Value field
- Click 'Save'
Step 4: Enable the automation
- Make the connection between the trigger and the action
- Toggle the automation status button
- Click Save
