Attributes, Activities and Macros for setting up Personas and Scoring in Kentico

Scoring and Personas in Kentico share a user interface that operates according to a condition-based points system. As the user fulfills each condition, they are assigned a certain number of points. When they accumulate enough points to satisfy the specified threshold, the system assigns them to the relevant Persona (in Personas) or designates them as a qualified lead (in Scoring). 

There are three types of conditions (or rules) that can be used for setting up these functions: Attributes, Activities and Macros.
An Attribute is typically a characteristic that belongs to the user (e.g. contact details, birth date, gender) while an Activity relates to an action performed by a user (e.g. page visit, unsubscribe). A macro can be a combination of Activities and/or Attributes.

The following is a list of out-of-the-box Attributes, Activities and Macros provided by Kentico for Scoring and Personas. If there is no out-of-the-box rule to suit your purposes, speak to your developer as they may be able to set one up for you.

Attributes

Contact details

  • First name
  • Last name
  • Middle name
  • Title after (e.g. Jnr, Snr)
  • Title before (e.g. Mr, Mrs)
  • Address
  • City
  • State
  • Country
  • Zip code (post code)
  • Email
  • Business phone
  • Home phone
  • Mobile phone
  • Personal details
  • Birthday
  • Gender
  • Occupational information
  • Job title
  • Company name
  • Web URL

Past digital interactions/status

  • Bounced emails
  • Last logon
  • Campaign
  • Contact owner (i.e. who is the responsible for management of the relevant contact)
  • Contact status (e.g. not interested, prospective customer, regular customer)
  • Track activities (some contacts may have opted out of tracking; options are Yes or No)
  • Notes
  • Salutation

Activities

Blog/content/forum activities

  • Page visit
  • Blog comment
  • Blog subscription
  • Content rating (In Kentico there is an option to allow people to rate a page.)
  • Forum post
  • Forum post subscription
  • Message board comment
  • Message board subscription
  • Unsubscription from all email campaigns
  • User contribution content created
  • User contribution content deleted
  • User contribution content updated
  • Abuse report

Campaign/email activities

  • Opened email
  • Clicked email campaign link
  • Landing page
  • Subscription to an email campaign
  • Unsubscription from a single email campaign

Search activities

  • External search
  • Internal search

Form-related activities

  • Custom table form submit  
  • Form submission
  • Registration/log-in/membership
  • User login
  • User registration
  • Customer registration
  • Joining a group
  • Leaving a group

E-commerce

  • Product added to shopping cart
  • Product added to wishlist
  • Product removed from shopping cart
  • Purchase
  • Purchased product
  • Shopping cart abandoned
  • Chat activities
  • Chat request support
  • Chat request support using offline form
  • Accept automatically initiated chat request

Other

  • Event booking
  • Poll voting
  • Custom activity

Macros

Personal attributes

  • Contact age is between
  • Contact age is greater than
  • Contact is female
  • Contact is male

On-site activities

  • Contact has visited the specified page in the last X days
  • Contact has logged in in the last X days
  • Contact has done any activity in the last X days
  • Contact has done the following activities in the last X days
  • Contact has downloaded specified file in the last X days
  • Contact has filled in form field with value containing specific text in the last X days
  • Contact has submitted specified form in the last X days
  • Contact has voted in the specified poll
  • Contact is registered for specified event
  • Contact has come to the specified landing page
  • Contact has visited a page with the specified URL in the last X days
  • Contact has visited a specified site in the last X days

E-commerce

  • Contact has at least X products in wishlist
  • Contact has product in wishlist
  • Contact has purchased number of products in the last X days
  • Contact has purchased the specified product
  • Contact has made at least X orders
  • Contact has spent money in the store in the last X days

Email-related

  • Contact has opened the specified marketing email
  • Contact has opened the specified marketing email in the last X days
  • Contact has clicked a link in marketing email
  • Contact has clicked a link in marketing email in the last X days
  • Contact has clicked one of the links in the specified email feed in the last X days
  • Contact has come to the landing page with the specified URL
  • Contact is subscribed to the specified newsletter
  • Contact has opted out from all marketing emails in the last X days
  • Contact has opened one of the emails in the specified email feed in the last X days

Search

  • Contact has searched for specified keywords in the last X days

Location

  • Contact is from state
  • Contact is from country

Contact status 

  • Contact is in account
  • Contact is in community group
  • Contact is in contact group
  • Contact is in persona
  • Contact is in role
  • Contact is registered as a user
  • Contact status is

Time-related

  • Contact was created on a specific date
  • Current date/time is in range
  • Current day of the week is one of the specified days
  • Current date/time is in range
  • Current month is

Other

  • Contact field contains value

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