How to Add or Change Engagement Score Filters

How to Add or Change Engagement Score Filters

Any newly created model will take up to 24 hours to update for use.
This is a multi-step tutorial

Why Add an Engagement Score Model Filter?

Engagement model filters help you constrain the breadth of activity types you want to include in your scoring model. In other words, this is how you define what kind of events should be considered when calculating a score for an account.

For example, New Business models without a "freemium" product model may exclude product logins from consideration.

A more common example is excluding outbound activities or activities where the prospect did not proactively interact with your brand. This is very useful when you want to exclude email sends from sales or marketing and include email responses.

How to Add an Engagement Score Model Filter

  1. Click on the settings cog in the CaliberMind app:
settings cog button in CaliberMind
  1. Click on ABM in the left-hand vertical menu:
ABM menu item in settings
  1. Select the model you would like to add a filter to:
select inbound engagement scoring model
  1. Before editing the settings, make sure you have selected the Filter tab:
select filter tab of engagement scoring
  1. Select Add Rule:
add rule to filter section of scoring
  1. Select the field, operator, and value (if applicable):
filter engagement score first rule
  1. Click Save when you are done adding rules.
Rules will run overnight and may take 24 hours to take effect.



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