With Version 12.2 ClickDimensions has made a new and greatly improved Lead Scoring service available to our customers!
So that you can adopt the new service at the time and in the way that is best for your business, the new features are not turned on automatically. Instead, you will need to open a support ticket requesting that we transition your account to the new Lead Scoring service. This article details the transition process, as well as some key concepts and decisions that you need to make prior to that transition.
Note: It is not possible to migrate Score Models between different environments. The Score Models for each environment will have to be newly created within that environment.
Step 1: Decide If and How To Migrate Your Existing Scores To The New Service
If you have not used any of our legacy Lead Scoring features, you can skip this step and move directly to Step 2. However, if you have used our legacy Lead Scoring features, you will need to decide whether you want to migrate the existing scores to the new Lead Scoring service or if you want to start fresh with all Lead and Contact scores reverted to 0.
IMPORTANT: Once the new Lead Scoring service has been enabled for your account, we will be unable to go back and retrieve your legacy score values.
If you want to migrate your existing scores, you must choose one of the following four options. Note that a Score Model is a set of rules determining when and how scores are modified. A Score Model can target Leads only, Contacts only, or both Leads and Contacts. If a single Score Model targets both Leads and Contacts, that Score Model's rules will apply to both types of records.:
- Migrate Lead and Contact scores to a single Score Model
- Migrate Lead and Contact scores to separate Score Models
- Migrate only Lead scores.
- Migrate only Contact scores.
Step 2: Open a Support Ticket Requesting Transition To The New Service
Once you've decided on your migration strategy (or lack thereof), open a Support Ticket requesting that we transition your account to the new Lead Scoring service. When opening the Ticket, make sure to set Product Type = "Scoring" and Chief Complaint = "New Scoring - Migration Request".
A support agent will follow up to confirm your migration strategy and account information before performing the migration. Once all of the information has been confirmed in the ticket, they will perform the migration (if applicable), enable the new Lead Scoring features for your account, and notify you when you when this has been completed. This notification will include links to help articles to get you started using the new features.
Step 3: Transition Completed
And that's it! Once the support agent confirms that the transition is completed you are ready to begin using the new features.