Knowledge Base

Scoring Listener

How to use real-time scoring listeners in BlueConic to capture behavioral customer data and activate personalized contentScoring listeners let you add a score to a customer's profile based on a points-based system. The points scored are based on the customer's behavior, which includes viewing content, clicking something, coming to your website from a specific referring URL, and landing on a URL that contains a specified string. 

Using scoring, you can create real-time customer segments to target customers who have scored a certain number of points for a property in their profile..

Follow the steps below to configure a Scoring listener in BlueConic.

Storing customer scores in Profile properties

Select one or more profile properties to store the score in and indicate how long the score should be stored:

How to choose profile properties to store customer scores and customer scoring data in the BlueConic customer data platform (CDP)

  1. Click the name of the profile property to select the profile property to which points will be added.
    Or to create a new profile property, enter the new name and click OK.
    How to use the BlueConic scoring listener to gather customer profile data
    See Profile properties for complete information on working with profile properties.
  2. Click the number to set the number of days the score of the profile property will be stored.

Add more profile property rules by clicking Add rule, or hover over a profile property rule and click the "x" icon on the right to delete a specific rule.

How customer scoring works in BlueConic

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 new rule, click Add Rule:

BlueConic-Scoring-Listener.png

Select a type of rule from the drop-down list:

 

Adding points to customer scores based on 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:

How to use the BlueConic customer data platform to gather customer behavioral data and do behavioral customer scoring

Adding points to customer scores based on clicks or taps

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.

Adding points to customer scores for form submissions

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/.

Adding points to customer scores for URLs or mobile screens

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.

Adding points to customer scores based on social web events

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.
    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.

Adding points to customers scores for advanced events

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.
    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.
  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.

How to use selectors to gather behavioral information in BlueConic

Other options are:

  • Value from predefined web selectors
    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>).
  • Value from mobile screen
    Matches the rule against the contents of the mobile screen.
  • Value from 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/.

    How to use the Visual Picker and JQuery selectors to gather customer information in BlueConic

  • 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).

    How to add data from JavaScript variables in customer scoring applications in BlueConic

    To select a suitable variable, either type its name or use the Visual Picker 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.

    How to gather behavioral customer data for custom scoring in BlueConic

Decay period for customers scores

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 customer scoring rules

Learn more about copying and deleting rules in BlueConic.