Delete All Points When Contact Converted To Allow Sales Funnel Recycling

Ideas and Feature Requests
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1

My idea is: Give the option to delete / reset points on a contact when a conversion / objective is achieved. The contact can then be tagged and points can again accumulate to indicate if the contact is actively in another sales funnel.

I think these groups of people would benefit from this idea: Anyone who is selling a range of products / services and wants to be able to target the most interested contacts.

Why I think they would benefit from this idea: Currently the points system only work to track progress towards an initial sale. After this the points are of little use.

Any code or resources to support this idea: None specifically. But I believe an option to reset the points to zero would not involve too much coding.

Are you willing to work on this idea?: I can’t really code but would be more than happy to beta test code.

What skills and resources do you need to explore this further? Somebody willing to code it.

2

You can do this in a campaign. U would need to set up some trigger action for when an objective is achieved, and then use that trigger to action “update contact” and then set the points to zero.

3

I did try this - but you can only add or subtract points. I don’t see a way to make a campaign action to set points to zero.

4

Actions → update contacts → points

Don’t use the points campaign action rather the update contacts action

2 Likes
5

Thanks @robm
I will give this a try. I think a points reset option in the points actions would be really useful.