Configure your Fit model

In this article, we'll show you how to create your Fit model with Breadcrumbs.

The Fit model will allow you to take information like demographics or other personal data about your subscribers and score them on how well they match your buyer personas.

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

Create Fit Category | Breadcrumbs

Let's see each step in detail:

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

Category Details

Create a new category by clicking on the "New Category" button located on the left-hand side of the page. On the individual category details card, select:

  • Name — the name of the specific piece of data you want to score. In the example above, we inserted "Job Title" to score contacts based on their job title.
  • Weight — what percentage of importance this category should represent out of the total of 100%. In the example above, we want 30% of the overall score to be based on the job role.

Mapping

Now that you've determined the category and how much weight you want to give it, it's time to add in details by mapping the fields from your data source and selecting the job titles you want.

In the mapping step, you'd first want to select the proper source which will give you the data for your category. Under the map field, choose the field inside your CRM that represents the related category.

Fit Category Setup | Breadcrumbs

This field is what Breadcrumbs will use to determine your contact's score as it relates to a certain category. When you're finished, click Save Category to complete this step.

Values

After you've mapped your fields, the next step is to determine the values. Here, you'd want to specify the possible entries for the category you've just created, and how much weight they carry.

eval

In this example, we wanted to calculate job titles into our overall score. For this purpose, the ideal target is the CEO which is what we will add under the Values To Match section.

For example, the CEO can be commonly typed as C.E.O, or even have a different name like President or Director. You can add any alternative spellings inside this box.

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

Lastly, we want to add the percentage (or weight) that this specific title carries. As a CEO is the top criterion for us in the Job Title category, we want to give this a value of 100.

This means that if a contact has the job title of CEO (or any of the alternatives mentioned) we would give them a perfect score in the job title category. 

eval2

At this step, you can also add other job titles you'd like to grade. In addition to the CEO, we have added Chief Marketing Officer and their weight to this category. You can continue adding titles to this step as needed.

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