Workflow Action: Modify Contact Engagement Score

The Modify Contact Engagement Score action allows users to directly adjust a contact's engagement score, offering a flexible way to manage engagement levels. This guide will walk you through using this workflow action effectively within Advisor's Growth.

How to Use the Modify Contact Engagement Score Workflow Action

1. Access Workflow Builder
   Begin by accessing the workflow builder in your Advisor's Growth platform.

2. Select Modify Contact Engagement Score
   From the action options in the workflow builder, select "Modify Contact Engagement Score."

3. Define Adjustment Type
   Choose whether to add or subtract points from the contact's existing Engagement Score. The type of adjustment will depend on how you want to influence the score based on specific workflow triggers.

4. Specify Point Value
   Enter the number of points to add or subtract. This value reflects how much impact the action will have on the contact’s engagement.

5. Configure Trigger Conditions
   Set up the conditions that will trigger the action. These could include engagement thresholds, time-based triggers, or other parameters.
   Note: Check our article on Workflow Trigger: Contact Engagement Score for guidance on setting up these triggers.

6. Test Workflow
   Before deploying the action on a larger scale, thoroughly test it to ensure it functions as intended. Test different scenarios to verify the action’s accuracy and effectiveness.
   Note: For more details on testing workflows, see our article “Using the Testing Features in Workflows.”

7. Monitor Performance
   After deploying the action, monitor its performance by tracking changes in Engagement Scores. Assess how the adjustments impact overall engagement.

Benefits of the Modify Contact Engagement Score Workflow Action

• Dynamic Engagement Management
  This action allows you to dynamically adjust engagement scores, responding quickly to changes in contact behavior.

• Personalized Engagement Strategies
  By modifying Engagement Scores, you can tailor engagement strategies to each contact's preferences and behavior.

• Improved Targeting
  Fine-tuning Engagement Scores enables better segmentation for marketing campaigns, ensuring messages are more relevant.

• Enhanced Data Quality
  Regular adjustments to Engagement Scores help maintain accurate contact data, improving decision-making and optimizing campaigns.

Frequently Asked Questions (FAQs)

1. What is the Modify Contact Engagement Score action and how does it work?
   The action allows you to adjust a contact's Engagement Score within a workflow, either adding or subtracting points based on specific triggers. This helps manage and influence engagement, allowing for more personalized and targeted interactions.

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

   • Access Workflow Builder: Log in to Advisor's Growth and navigate to the Workflow Builder section.

   • Select the Action: In the interface, choose the "Modify Contact Engagement Score" action from the list.

   • Define Adjustment Type: Select whether to add or subtract points.

   • Specify Point Value: Enter the number of points to add or subtract.

   • Configure Trigger Conditions: Set up the conditions for triggering the action, such as engagement thresholds or time-based criteria.

   • Test the Workflow: Run tests to ensure everything works correctly.

   • Monitor Performance: After deployment, track Engagement Scores to evaluate the impact.

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

   • Dynamic Engagement Management: Adjust scores based on behavior.

   • Personalized Strategies: Customize engagement tactics for each contact.

   • Improved Targeting: Use scores to better segment audiences for marketing campaigns.

   • Enhanced Data Quality: Keep contact information relevant and up-to-date.

4. Can I combine the Modify Contact Engagement Score action with other actions or triggers?
   Yes, it can be used alongside other workflow actions and triggers. For example, you can adjust Engagement Scores based on conditions and then trigger follow-up actions such as sending messages or updating contact records.

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

   • Thorough Testing: Test various scenarios before deploying the action.

   • Monitor Metrics: After deployment, track Engagement Scores to ensure the action is working as expected.

   • Review Regularly: Analyze the results periodically to optimize engagement.

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

   • Check Configuration: Ensure adjustment type, point value, and triggers are set correctly.

   • Consult Documentation: Refer to help documentation for troubleshooting.

   • Test Again: Run further tests to isolate and fix the problem.

   • Contact Support: If issues persist, contact customer support for assistance.

7. Can I set up multiple Modify Contact Engagement Score actions within a single workflow?
   Yes, you can configure multiple instances of the action in a single workflow, with each one having different adjustment types, point values, and trigger conditions depending on your needs.