You can now aggregate Webinar Scoring on the Lead Object by establishing a single value for Webinar Registrations and Webinar Attendance. To establish one sing value for Registering and one value for Attending a Webinar. To set your default values for scoring, follow these steps:
Go to Setup > Develop > Custom Settings
Look for the word Manage next to the label "Webinar Score" > click on Manage > Then click on "Edit" and enter your values
By setting values here you are defining a default value only for when a Lead Registers and or Attends a Webinar.
- All registrations will have the same default value
- All attendance will have the same default value
If you are adding "Webinar Score" after you've already started syncing your webinars, you'll have use the following steps to get your initial webinar scores onto the Lead Object (only AFTER you have updated custom settings above):
After you're done inserting your custom setting values, go to the Developer Console > Debug > Open Execute Anonymous Window> The paste the following line to the white space:
Id bactchJob = Database.executeBatch(new CalculateDefaultLeadScore(),200);
Click on the "Execute" button
Done (go to the Lead Object and create a List View that includes "WEbinar Score" as a column, so thtat you can see "in bulk", that your scores are updating
Can we increase the score values only on specific webinars (above and beyond the standard value)?
Yes. This is possible, using Workflow or the Process Builder on our Webinar History object. For example, let's say that your company wants to add additional value for all "Demo" Webinars. We could use the Webinar Title field "Contains "Demo" in your workflow rule criteria (assuming your team would be willing to standardize the name convention of your Webinar Titles)
- For Attending Webinars, we could use Webinar Title and the "Attended" field for the only criteria
- i.e. Webinar Title" contains "Demo" AND "Attended" = True
Since we want to increase the value for registering for our Demo Webinars we can say, if the Webinar Title contains the word "Demo" (we can also include multiple other phrase such as "Demonstration" or "Product Demo") lets add 5 more points to the Webinar Score for Registering and 10 more if they Attend a Demo. To do this, we will Create a "Field Update" to the field named "Custom Registration Score". Your field update for increasing the score for ATTENDING a demo will be on the field named "Custom Attendance Score"
Next, create a "Field Update" for your Workflow Action.