Add and manage lead scoring rules

In this article you learn how to add and manage the scoring rules of lead scoring types.

IMPORTANT: When you change the lead scoring rules, or Sitefinity Insight automatically changes lead scoring rules (for example, when you delete a Persona or Conversion used in a lead scoring rule), a background recalculation is triggered. This calculation is time consuming and can take up to an hour to get the recalculated results.

You can add a rule when creating a new lead scoring type or by pressing the Manage stages and rules button of an existing lead scoring type.

Once you have opened the Manage stages and rules screen, to add a rule, perform the following:

1. Under Rules for scoring points, click (Add).
   The Condition dialog appears.
   For more information, see Define condition dialog.
2. Select the condition when this activity brings score points to the visitor.
   For more information, see Lead scoring rules format.
3. Define how many points to give the visitor. You can add, subtract, or reset the points to zero.

   NOTE: You can choose whether visitors score points just once or every time they complete the interaction. For more information, see Lead scoring rules.

When editing an existing lead score, for each rule, the total number of matches is displayed. A match is an actual action of adding points to a visitor towards their association with a specific scoring type in accordance with this rule. If the rule matches a second time by the same visitor towards the same scoring type, it is counted again.