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Overview
Each business has its own unique way of evaluating how well accounts and users are using (or progressing in using) their platform. While journy.io comes packed with default conversion, churn and health Scores, a business might have the need for additional Scores that define specifics of its platform. These custom Scores would provide additional dimensions on how Good, Bad or Normal an account or user is.
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journy.io allows its subscribers to create as much additional Scores as needed.
Let us show you how it's done... 🚀
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Custom Scores anatomy
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When accessing Settings → Scores, you can see existing Scores already created.
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A name: Score name that will appear in 360 customer view and Inbox.
A set of rules, each with
Rule name: Rule name that will appear when someone hoovers over Score.
Rule weight: How much weight/impact should the rule have on the Score.
Rule conditions
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Custom Scores throughout journy.io
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Once scores defined, each account/user will be processed and the score will be shown in all contact-centric screens, such as 360 customer view.
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Or in the Inbox side panel.
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Custom Scores as computed properties, to be
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sync’d across ecosystem apps
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Once scores defined, a new computed property will be created and updated each time contacts change.
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And as with each property, you can choose to sync those to new records in any connected ecosystem app, in case they are created and updated. Here's an example on how you would map a score to a HubSpot (custom) field when e.g. a new task to being pushed to HubSpot.
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