Profile scores allow customer-facing teams to prioritize and pay attention to significant (potential) customers.
#1361 - Only one Individual condition is adding a score
Individual Condition: If there are two conditions: Only 1 condition is adding or subtracting to the score and not the other one.
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6 years ago
Hello
We've updated latest release for this which was cover above issue. Please consider "VILicenseBasedProfileScoring-1.3.zip".
Please check attach screen shot.
6 years ago
In the new release, if there are two conditions (for example add, sub or add, add) and only one of them matches a value in the record, the score is not calculated (if both match the score is calculated correct). Example CRM Contact: Name John Smith; Fax number 212 Profile Score Conditions: 1) if name equals John Smith add 60; 2) if Fax value equals 211 add 20
If the Fax number is 212, score is not calculated, if value is 211 score is calculated as 80
6 years ago
Hello,
1) First Record of Profile Scoring : Combined Condition -> Score equals to 20 Conditional Operator -> OR Fields Condition -> Name equals to John Smith OR Fax equals to 211
2) Second Record of Profile Scoring Individual Condition Fields Condition -> Name equals to John Smith -> Action is Add -> Score is 80 Fields Condition -> Fax equals to 211 -> Action is Sub -> Score is 30
If condition match in First Record of Profile Scoring then score will be 20 if Condition match in Second Record of Profile Scoring then score will be (80-30) 50
Total Score is 20+50 = 70
6 years ago
Ok I posted 2 separate issues into 1 case, let me clear it up:
If there is only 1 Profile Scoring:
and this scoring has two conditions and only one of them matches a value in the record, the score is not calculated (if both match the score is calculated correctly). Example CRM Contact: Name John Smith; Fax number 212 Profile Score Conditions: 1) if name equals John Smith add 60; 2) if Fax value equals 211 add 20
If the Fax number is 212, score is not calculated at all, if value is 211 score is calculated as 80
6 years ago
and it's an individual condition
6 years ago
Hello, Right now we've AND/OR operator in "Combined Condition" here http://prntscr.com/kncp5t
If we will add "AND/OR" Operator in Individual Condition like below than it will work..Does that satisfy your requirement ? http://prntscr.com/kncqer
6 years ago
Hello,
it's not about the AND/OR operator** the individual condition does not calculate the score**. If not all conditions match the score is not calculated
If the fax number does not contain 211, the score is not calculated at all. => this is a bug If the fax number contains 211 score is calculated as 80 as it should be.
Kind regards
6 years ago
Sorry correction: If the fax number contains 211 score is calculated as 80-30 = 50 as it should be.
Kind regards
6 years ago
But if the fax number does not contain 211, the score is not calculated at all.
6 years ago
even if the account name contains the value "capsid"
6 years ago
OK That will make sense. Our Team will consider Always "OR" Condition to calculate Score
6 years ago
Hello,
What if , If you can create 2 Record of Condition Instead of 1 record ? http://prntscr.com/kns4un
Because Right now we've "individual condition" which consider AND Operator for each condition as each has own score. So as per the design we will consider ONLY if all condition in "INDIVIDUAL" satisfy than only we are calculating a score.
In case above if it will satisfy both condition below than only it will calculate the Score for Individual condition. Example CRM Contact: Name John Smith; Fax number 212
In your requirement if you can create 2 Record of condition than it will work.
6 years ago
That works but it is very cumbersome to create all the separate Condition Records, because there is no duplicate function for Condition Records, so the new Condition Record must be created and filled manually from scratch. Also, the Profile Scoring Section could be different in each Condition Record but which one is used? https://prnt.sc/kntrur
Would be nice if the individual condition would have an option to choose between "and/or" like this: https://prnt.sc/kntumz
6 years ago
I think better we provide an option to do a Duplicate Condition. If we will provide AND/OR Option in Individual condition than it will create problem of calculating Score. As we already have an option to create new condition for that. We will provide an option of Duplicate condition check and reply back to you.
6 years ago
I think an interesting solution would be also to add an and/or option to the individual condition. In that way, it could also include all the use cases of the "combined condition". The addons user interface would be also much more self-explanatory. Its current state, with the "feature" that multiple conditions can be active, some use cases (described in the comments above) are solved in a very complex and not intuitive way.
6 years ago
Hello,
Adding Conditional Operator "Add/OR" in Individual Condition is not logically correct way because score will be added condition wise in Individual Condition. In Combined Condition, we have only one score for all condition.
6 years ago
Do you wants to comments anything here ?
6 years ago
can be closed
6 years ago
Hello,
Please let us know if you have any more questions on this ticket. If not then we will close this ticket.
With Regards, Variance Infotech PVT LTD
6 years ago
can be closed
4 years ago
Hello
Thanks for your valuable support and being our customer. As per our last discussion related to ticket, hope you've received satisfied answer from our support team. For now, We're closing the ticket but if you've any questions or concern feel free to email us on techsupport@varianceinfotech.com or reply to the same ticket.
Regards, Support Team Variance InfoTech Pvt Ltd www.varianceinfotech.com