Scoring

Scoring allows you to add a score to a profile property based on a points-based system. The points scored are based on the visitor's behavior, which includes viewing content, clicking or tapping something, coming to your website from a specific referring URL and landing on a URL that contains a specified string. You can create segments that target visitors who have scored a certain number of points for a property in their profile.

Follow the steps below to configure a Scoring listener.

Profile Property

  1. Click [Select] to select the profile property to which points will be added. See Profile properties for complete information on working with profile properties.
  2. Once you have selected the profile property, click [OK]

Scoring

Here you define how points are scored based on visitor behavior and/or events that transpire during the visitor's browsing. Each behavior/event is assigned its own relative score. How you score behavior/events depends completely on what you consider to be important for determining what indicates that a visitor's interest is high, medium, or low. To define a rule, select a type of rule from the drop-down list and click Add Rule:

Content

This option allows you to add points to a profile property if any of the defined words appear in a specific content element or in a defined area of the page or app.

  1. Select "Content" from the drop-down list and click [Add Rule].
  2. Enter the number of points to add to the profile property if any of the defined words appear in the specified location.
  3. Click "any header" to select the location where words have to appear to add points.
  4. If the string for the interest must be an exact match, click "contains" to toggle it to "exactly matches".
  5. Click the "define word(s)" link.
  6. Enter a word in the text field and then click [Add]. Repeat this step for each word you want to add and then click [OK].
  7. Click [Save].

When you have finished, the rules will be shown in the definition. For example:

Click / Tap

This option allows you to add points to a profile property using two separate scenarios:

Add points if any of the defined words appear in a defined area of the page and if the visitor clicks on a defined area of the page

  1. Select "Click" from the drop-down list and click [Add Rule].
  2. Specify how many points to add to the profile property if any of the defined word(s) appear at the specified position on the page and the visitor clicks in the defined part of the page.
  3. Click "any area" if you want to define an area of the screen and then select the Select "Custom defined area" radio button. Enter a name for the custom defined area in the "Name" text box. In the "Selector" field, enter a valid jQuery selector to identify the custom area and then click [OK]. For complete information on jQuery selectors, see http://api.jquery.com/category/selectors/.
  4. To define the area using the Visual Picker, click Visual Picker.
  5. If the string for the interest must be an exact match, click "contains" to toggle it to "exactly matches".
  6. Click the "any word" link.
  7. Select the "Define word(s)" radio button.
  8. Enter a word in the text field and then click [Add]. Repeat this step for each word you want to add and then click [OK].
  9. Click "Define click area".
  10. Enter a name for the custom defined area in the "Name" text box. In the "Selector" field, enter a valid jQuery selector to identify the custom area and then click [OK]. For complete information on jQuery selectors, see http://api.jquery.com/category/selectors/.
  11. To define the area using the Visual Picker, click Visual Picker.
  12. Click [Save].

When you have finished, the rules will be shown in the definition.

Add points if the visitor clicks on a defined area of the page

  1. Select "Click" from the drop-down list and click [Add Rule].
  2. Specify how many points to add to the profile property if any of the defined word(s) appear at the specified position on the page and the visitor clicks in the defined position.
  3. Click the "any area" link.
  4. Enter a name for the custom defined area in the "Name" text box. In the "Selector" field, enter a valid jQuery selector to identify the custom area and then click [OK]. For complete information on jQuery selectors, see http://api.jquery.com/category/selectors/.
  5. To define the area using the Visual Picker, click Visual Picker.
  6. Click [Save].

When you have finished, the rules will be shown in the definition.

Form Submit

This option allows you to add points to a profile property when the visitor submits a form pointed to by a jQuery selector. For complete information on jQuery selectors, see http://api.jquery.com/category/selectors/.

URL / Mobile Screen

This option allows you to add points to a profile property if the URL, the referring URL, or either one contains any of the defined word(s).

  1. Select "URL" from the drop-down list and click [Add Rule].
  2. Specify how many points to add if the URL or referring URL contains any of the defined word(s).
  3. Click "URL or referring URL" to define the URL(s) which will add points if it contains an interest. You can specify whether it is the URL, referring URL or either one that contains the keyword that leads to points being added and then click [OK].
  4. If the string for the interest must be an exact match, click "contains" to toggle it to "exactly matches".
  5. Click the "define word(s)" link.
  6. Enter a word in the text field and then click [Add]. Repeat this step for each word you want to add and then click [OK].
  7. Click [Save].

When you have finished, the rules will be shown in the definition.

Social Web Event

This option allows you to add points to a profile property if a social event is received.

  1. Select "Social Event" from the drop-down list and click [Add Rule].
  2. Specify how many points to add if the social media event is detected.
  3. Click "select event" to select the type of social event from the drop-down list that leads to the scoring. The options are:

    Event Description
    Facebook Like The visitor has clicked a Facebook "Like" button.
    Facebook Unlike The visitor has clicked a Facebook "Unlike" button.
    Google Plus One The visitor has clicked a Google +1 button.
    LinkedIn Share The visitor has clicked a LinkedIn "Share" button.
    Twitter Follow The visitor has begun following someone on Twitter.
    Twitter Tweet The visitor has sent a Tweet from their Twitter account.
  4. Click [Save].

When you have finished, the rules will be shown in the definition.

Advanced event

This option allows you to add points based on an advanced event in a social medium or in a custom-defined event. The event must be detected and it must contain a value in a specific context in order for points to be added to one or more interests.

  1. Select "Advanced Event" from the drop-down list and click [Add Rule].
  2. Specify how many points to add if the advanced event is detected.
  3. Click "define event" to select the type of event from the drop-down list that leads to the scoring. The options are:

    Event Description
    Facebook Like The visitor has clicked a Facebook "Like" button, either on Facebook itself or on a website that has a Facebook "Like" button.
    Facebook Unlike The visitor has clicked a Facebook "Unlike" button, either on Facebook itself or on a website that has a Facebook "Unlike" button.
    Google Plus One The visitor has clicked a Google +1 button.
    LinkedIn Share The visitor has clicked a LinkedIn "Share" button.
    Twitter Follow The visitor has begun following someone on Twitter.
    Twitter Tweet The visitor has sent a Tweet from their Twitter account.
  4. To specify a custom-defined event, select "Custom defined event" and enter the name of the event in the "Name" field.
  5. If the value received in the advanced event must be an exact match, click "contains" to toggle it to "exactly matches".
  6. Click "any value".<./li>
  7. Expand the drop-down list and select the value from the array that must contain the interest. The options are "any value", "first value", "second value" and "third value". Consult your application manager if you do not know which value to select.
  8. Click [Save].

When you have finished, the rules will be shown in the definition.

Location selection

By default the predefined web selector "any header" is selected. 

Other options are:

Predefined Web Selector
Select one of the following:
  • the HTML title - Matches the rule against the contents of the <title> tag
  • any header - Matches the rule against the contents of any header tag (<h1>, <h2>, etc.)
  • any Heading X - Matches the rule against the contents of the specific header (e.g. <h1>)
  • any paragraph - Matches the rule against the contents of any paragraph (<p>)
Mobile screen
Matches the rule against the contents of the mobile screen.
Custom defined area

Select to define your own custom area to match the rule against. You can either use the Visual Picker or enter a valid JQuery selector that identifies the custom area in the "Selector" field. For complete information on jQuery selectors, see http://api.jquery.com/category/selectors/.

Value from Javascript

Select this to match the rule against the value of a Javascript variable that is available on the global scope (in other words: window.variable should exist).

To select a suitable variable, either type its name or use the VisualPicker to pick it from a webpage. Enter the URL of the webpage and the visual picker will display the variables and their values to the left of the page. Highlight the variable you want and click Apply to select the variable.


Decay Period

This setting defines a period during which the number points is "decayed", that is, BlueConic will decrease the number of points for all profile properties based on the specified time period. The decay period is in number of days. If you define a Decay Period of 30, then the visitor's point total will be reduced over 30 days to a low, non-zero value. The decay is not linear - In the first part of the period, the decay rate is low. Beginning roughly halfway through the decay period, the decay increases at an accelerating rate.


Copying and deleting rules

Click here for information on copying and deleting rules in BlueConic.

 

The Scoring Listener is a standard plugin.