Configure your Activity model

In this article, we'll show you how to configure your lead Activity model with Breadcrumbs.

After creating your Fit model, your next step is creating your Activity model. Just like the Fit model, the Activity model will allow you to grade your contacts based on ideal actions, such as content downloads and website visits.

It is the second step in creating your scoring model in Breadcrumbs and you can access it from Scoring models > Create Model > Activity Categories. Here's what creating an Activity category looks like in Breadcrumbs:

Create Activity Category | Breadcrumbs

Let's see each step in detail:

Note: You can add multiple categories to your Activity model but the total must add up to 100% before your model can be used.

Category Configuration

To get started, click New Category on the right-hand side of the page.

New Scoring Model Overview | Breadcrumbs

There are several fields to fill at this stage:

  • Name The name of the action (download, web visit, registration, etc)
  • Weight (%) — The weight this particular event should carry for the overall Activity score (max 100%)
  • Absolute Decay — The percentage that the score reduces after the period defined (Interval Rate)
  • Min Frequency — The minimum number of times the event must occur to be scored
  • Max Frequency — The maximum number of times an event can occur to be scored
  • Interval Rate (Days) — The period of time in which the data is assessed.

In our example above, we wanted to track contacts who have visited our pricing page. The overall weight of this activity is 30% of the total. In addition, we want to track users who have visited at least once but no more than 5 times.

We have selected an Absolute Decay of 10%, meaning that the maximum number of points (3) will decrease by 10% every 5 days (that is, our Interval Rate).

Matching Rules

The next step is to map your action to a field within your CRM.  First, select the source of the data under the Platform dropdown. Next, choose the type of event under the Event dropdown. In our example, we'll be using Page Visits.

Activity Category Matching Events | Breadcrumbs

Event configuration

After selecting Page Visits, we need to select which page (or combination of pages) will trigger the event.

Configure your Activity Scoring Model | Breadcrumbs

In the example above, we have entered the URL slug of our pricing page which represents the action we want to track for this event.

Note: Hit Enter on your keyboard to add a value to the section.

In some cases, you may want to select from a range of pages or require a user to visit several pages before the event is counted. To do so, use the Add Rule option.

Configure your Activity Scoring Model | Breadcrumbs

Using the AND operator, the contact must visit both the pricing and contact page of the website for this action to be counted.

To select from a range of pages, change the operator to OR

Configure your Activity Scoring Model | Breadcrumbs

After you're finished creating your Activity category, click Save Category to create another category or to move to the next step: Advanced Settings.