Lead Scoring Engagement Triggers

E-Commerce - Engagement Scoring

EVENT TYPE	ACTIVITY	NOTES
Coupon	Coupon_Applied	The coupon was applied to a user’s shopping cart or order
Coupon	Coupon_Denied	The coupon was denied from a user’s shopping cart or order
Coupon	Coupon_Entered	The user entered a coupon on a shopping cart or order
Coupon	Coupon_Removed	User removed a coupon from a cart or order
Ordering	Cart_Viewed	A user viewed their shopping cart
Ordering	Checkout_Started	User-initiated the order process (a transaction is created)
Ordering	Checkout_Step_Completed	The user completed a checkout step
Ordering	Checkout_Step_Viewed	The user viewed a checkout step
Ordering	Order_Cancelled	The user canceled the order
Ordering	Order_Completed	The user completed the order
Ordering	Order_Refunded	The user refunded the order
Ordering	Order_Updated	The user updated the order
Ordering	Payment_Info_Entered	The user added payment information
Ordering	Product_Added	Users added a product to their shopping cart
Ordering	Product_Clicked	The user clicked on a product
Ordering	Product_Removed	Users removed a product from their shopping cart
Ordering	Product_Viewed	The user viewed a product details
Product Browse	Product_List_Filtered	User filtered a product list or category
Product Browse	Product_List_Viewed	The user viewed a product list or category
Product Browse	Products_Searched	Users searched for products
Promotion	Promotion_Clicked	The user clicked on the promotion
Promotion	Promotion_Viewed	User viewed promotion
Sharing	Cart_Shared	Shared the cart with one or more friends
Sharing	Product_Reviewed	The user reviewed a product
Sharing	Product_Shared	Shared a product with one or more friends
Wishlist	Product_Added_to_Wishlist	The user added a product to the wish list
Wishlist	Product_Removed_from_Wishlist	The user removed a product from the wish list
Wishlist	Wishlist_Product_Added_to_Cart	The user added a wishlist product to the cart

Marketing - Engagement Score

EVENT TYPE	ACTIVITY	NOTES
Email	Email_Clicks	Points are assessed for each click in the email.
Email	Email_Open	Points are assessed for each unique open. You can enable email opens to affect the prospect’s score. Points are assessed only for the first open.
Events	Event_Checked_In	Points are assessed for each event that the prospect checks in to.
Events	Event_Registered	Points are assessed for each event that the prospect registers for via Eventbrite.
Video	Video_Play	Points are assessed for each video a prospect plays.
Video	Video_Watched_25%+	Points are assessed each time a prospect watches at least 25% of a video.
Video	Video_Watched_50%+	Points are assessed each time a prospect watches at least 50% of a video.
Video	Video_Watched_75%+	Points are assessed each time a prospect watches at least 75% of a video.
Webinar	Webinar_Attended	Points were assessed for each webinar attended.
Webinar	Webinar_Invited	Points are assessed for each webinar that the prospect is invited to (WebEx only).
Webinar	Webinar_Registered	Points are assessed for each webinar that the prospect registers for.

Mobile Application - Engagement Score

EVENT TYPE	ACTIVITY	NOTES
Campaigns	Deep_Link_Clicked	Deep link within your content when clicked
Campaigns	Deep_Link_Opened	Deep link within your content when opened
Campaigns	Install_Attributed	Installation complete post installation of an attribute.
Campaigns	Push_Notification_Bounced	Push notification when bounced (not received)
Campaigns	Push_Notification_Received	Push notification when received on mobile app
Campaigns	Push_Notification_Tapped	Push notification when tapped on mobile app
Customer Support	Case_Close	Customer service case when close
Customer Support	Case_Open	Customer service case when open
Customer Support	Case_Updated	Customer service case when updated
Customer Support	Email_Request	Customer service case when email is sent with a request
Customer Support	Live_Chat_Request	Customer service case when live chat is requested
Customer Support	Video_Chat_Request	Customer service case when video chat is requested
Onboarding	Application_Backgrounded	User put application in background mode
Onboarding	Application_Crashed	Application crashed
Onboarding	Application_Installed	Application installed
Onboarding	Application_Lifecycle_Events	Application lifecycle event like touring, or getting started, or setting up payments
Onboarding	Application_Opened	-
Onboarding	Application_Uninstalled	-
Onboarding	Application_Updated	-
Usability	Account_Created	-
Usability	Account_Deleted	-
Usability	Downloaded_Paper	-
Usability	Invite_Sent	-
Usability	Logged_In	-
Usability	Logged_Out	-
Usability	Requesting_Correction	-
Usability	Requesting_Sales	-
Usability	Requesting_Support	-
Usability	Signed_In	-
Usability	Signed_Out	-
Usability	Signed_Up	-
Usability	Trial_Ended	-
Usability	Trial_Started	-
Usability	Visited_Landing_Page	-
Usability	Visited_Sales_Page	-

Website - Engagement Score

CHANNEL	EVENT TYPE	ACTIVITY	NOTES
Website	Opportunity	Opportunity_Created	Points assessed when the prospect is assigned to the opportunity.
Website	Opportunity	Opportunity_Lost	Points assessed when an opportunity associated with the prospect is lost.
Website	Opportunity	Opportunity_Won	Points assessed when an opportunity associated with the prospect is won.
Website	Usability	File_Access	Points assessed each time a file is accessed.
Website	Usability	Form_Submission	Points assessed once per successful form submission. If the form is on a landing page, the submission is recorded as a landing page success.
Website	Usability	Landing_Page_Success	Points assessed once per successful landing page submission.
Website	Usability	Page_View	Points assessed for each page with tracking code viewed in a visitor session. If you use page actions to customize point values, only the page action score adjustment is applied.
Website	Usability	Site_Search_Query	Points assessed for each site search a prospect performs when your site search is integrated with.
Website	Usability	Social_Message_Link_Click	Points assessed for each prospect link click from a message posted via’s Social Posting.
Website	Usability	Visitor	Points assessed each time cookies the prospect. The number of visitors is the number of times has cookies the prospect’s browser.
Website	Usability	Ads	-
Website	Usability	Content	-

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