Point

To measure customer interest in brand products, we use Points to calculate points for each contact based on actions.

The data at this screen will be used for the Campaign screen

Adding Points

Step 1

Access the Marketing Automation module -> Select the Points screen -> Click ADD

Step 2

Enter data -> Click SAVE to save

Explanation
  • Name: enter the name of the action
  • Category: data taken from category setting with the type of Point action
  • Change points (+/-): select +/- the number of points, depending on the action of the contact that can be attached +/- different numbers. The actions you choose correspond to the section: When a contact
  • Published: choose to publish or not
  • Description: Enter a detailed description of this

Updating

Step 1

Select the Points screen -> Select the Point actions screen -> Select the Edit function corresponding to the Point action to edit information

Step 2

The system will display a screen containing the information of the corresponding Point action -> Proceed to edit the information and select the Save function to save the operation or select Back to return to the previous screen.

Viewing

Step 1

Select the Points menu screen -> Select the Point actions screen -> Select the View function corresponding to the Point action to view information

Step 2

The system will display a screen containing information on the corresponding Point actions

Explanation
  • The Point Action over time chart will show an overview of the number of leads added by the date of the respective Point action
  • The Point Action Stats by Campaign chart will show the corresponding number of Point Actions of which Campaign types

Deleting

Step 1

Select the Points menu screen -> Select the Point actions screen -> Select the Delete function corresponding to the Point action to delete information

Step 2

The system will display a confirmation message; when you are sure you want to delete the data line, select OK or select CANCEL to cancel the operation.