Workflow Action: Modify Contact Engagement Score

This feature enables users to directly influence a contact's Engagement Score, providing a flexible approach to engagement management.This article will walk you through the steps of utilizing this workflow action.

How to Use Modify Contact Engagement Score Workflow Action:

1. Access Workflow Builder: Begin by accessing the workflow builder within your Referins platform.
   
2. Select Modify Contact Engagement Score Action: Within the workflow builder interface, locate the action options and select "Modify Contact Engagement Score."
   
3. Define Adjustment Type: Choose whether to add or subtract points from the contact's existing Engagement Score. This adjustment type will determine how the contact's score is modified based on the workflow trigger.
   
4. Specify Point Value: Enter the specific point value to be added or subtracted from the contact's Engagement Score. This value should reflect the desired impact on the contact's engagement level.
5. Configure Trigger Conditions: Define the conditions under which the Modify Contact Engagement Score action will be triggered. These conditions may include specific engagement thresholds, time-based triggers, or other relevant parameters.
   NOTE: Please view our article on ‘Workflow trigger: Contact Engagement Score’  to set up this trigger.
   
   
   
6. Test Workflow: Before deploying the workflow action at scale, conduct thorough testing to ensure it functions as intended. Test various scenarios to validate the accuracy and effectiveness of the Modify Contact Engagement Score action.
   NOTE: For an in-depth overview of Workflow Testing see our article, “Using the Testing Features in Workflows”
7. Monitor Performance: Once the workflow action is deployed, monitor its performance closely. Track changes in Engagement Scores and assess the impact of the modification on overall engagement levels.

Benefits of Modify Contact Engagement Score Workflow Action:

1. Dynamic Engagement Management: With the ability to adjust Engagement Scores directly, users can dynamically respond to changes in contact behavior and engagement levels.
2. Personalized Engagement Strategies: Modify Contact Engagement Score action allows for the customization of engagement strategies based on individual contact interactions and preferences.
3. Improved Targeting: By fine-tuning Engagement Scores, businesses can better segment contacts for targeted marketing campaigns, ensuring messages resonate with the right audience.
4. Enhanced Data Quality: Regularly modifying Engagement Scores helps maintain the accuracy and relevance of contact data, facilitating more informed decision-making and campaign optimization.

Frequently Asked Questions (FAQs) about the Modify Contact Engagement Score Workflow Action

1. What is the Modify Contact Engagement Score workflow action and how does it work?

The Modify Contact Engagement Score workflow action allows you to adjust a contact's Engagement Score directly within a workflow. You can either add or subtract points from the contact's existing score based on specific conditions or triggers. This action helps you manage and influence engagement levels, enabling more personalized and targeted interactions.

2. How do I access and use the Modify Contact Engagement Score action in the Workflow Builder?

1. Access Workflow Builder:
   • Log in to your Referins platform and navigate to the Workflow Builder section.
2. Select the Action:
   • In the Workflow Builder interface, locate and select the "Modify Contact Engagement Score" action from the list of available actions.
3. Define Adjustment Type:
   • Choose whether to add or subtract points from the contact’s Engagement Score based on your requirements.
4. Specify Point Value:
   • Enter the specific number of points to be added or subtracted. This value will impact the contact’s Engagement Score as per the action’s configuration.
5. Configure Trigger Conditions:
   • Set up the conditions under which the action should be triggered. These conditions could be related to engagement thresholds, time-based criteria, or other relevant parameters.
6. Test the Workflow:
   • Before deploying, thoroughly test the workflow to ensure it performs as expected. Conduct tests under various scenarios to validate the accuracy of the Modify Contact Engagement Score action.
7. Monitor Performance:
   • After deployment, monitor the performance of the workflow action to track changes in Engagement Scores and evaluate the impact on engagement levels.

3. What are the benefits of using the Modify Contact Engagement Score workflow action?

• Dynamic Engagement Management: Adjust Engagement Scores directly to respond to changes in contact behavior and engagement.
• Personalized Engagement Strategies: Customize engagement strategies based on individual contact interactions and preferences.
• Improved Targeting: Fine-tune Engagement Scores to better segment contacts for targeted marketing campaigns.
• Enhanced Data Quality: Regular adjustments help maintain accurate and relevant contact data, improving decision-making and campaign optimization.

4. Can I use the Modify Contact Engagement Score action in combination with other actions or triggers?

Yes, the Modify Contact Engagement Score action can be used alongside other actions and triggers within a workflow. For example, you can trigger score adjustments based on specific conditions and then use additional actions to send follow-up messages or update contact records.

5. How do I ensure that the Modify Contact Engagement Score action is working correctly?

• Conduct Thorough Testing: Before full deployment, test the workflow with various scenarios to ensure the action adjusts scores as intended.
• Monitor Metrics: After deployment, closely track the performance and changes in Engagement Scores to ensure the action achieves the desired outcomes.
• Review Results Regularly: Regularly review the results and make adjustments if necessary to optimize the impact on engagement levels.

6. What should I do if I encounter issues with the Modify Contact Engagement Score action?

• Check Configuration: Ensure that the adjustment type, point value, and trigger conditions are correctly set up.
• Consult Documentation: Refer to the platform’s support documentation for troubleshooting tips.
• Test Again: Re-run tests to identify and resolve any issues.
• Contact Support: Reach out to customer support for assistance if you cannot resolve the issue on your own.

7. Can I set up multiple Modify Contact Engagement Score actions within a single workflow?

Yes, you can set up multiple instances of the Modify Contact Engagement Score action within a single workflow. Each instance can be configured with different adjustment types, point values, and trigger conditions based on your specific needs.