Reset contacts lead points to zero after a period on inactivity

Product Support
1

Can anyone help?

I would like to be able to reset a contacts lead points to 0 if they have not been active for a period of time (3months)

I can create a segment filter that will pull in contacts with no activity in the last 3 months

the question I have is:

I know I can add the contacts to a campaign and add a minus figure to the contact points but as each contact will have a different value for the lead points adding a minus figure might not put the figure back to zero and could even produce a minus figure.

Any ideas?

2

I think I have worked it out.

Run a campaign and instead of using the action adjust lead points I used the update contact and in there you can set the value to zero.

3

I am finding that if a lead has -30 points, for example, that it takes forever for the lead to reach marketing qualified (45 points) even though they have a lot of recent activity on the site. Not sure the best way to approach this. Any advice would be greatly appreciated.

4

hey @kevin_david_k - can you explain a bit more of what you are trying to do and how are you allocating points

5

Is it possible to reset the points of all contacts at once? Or at least the contacts that I select? I have many contacts and, having changed the strategy, I need to reset the points for most of them.

6

Hello,

Today you cannot set negative points due to inactivity from point triggers/actions (we are working on it at Webmecanik, we’ll share it with community afterwards as always).
Nevertheless, i think you can achieve it with segmentation and campaigns:

  1. Segment with date last active < your date
  2. Campaign on this segment with Action to update contact field values and you can set Points to 0.

Have a nice day,

N.

7

As of today I would use a little LowCode application and do it via the API regularly.
All data is available via API and a little Automation in Tape can take care about that.

Let me know if you need help with completely integrating it.

8

Thank you so much, it worked perfectly.

Guys, since I had this doubt and will probably have others, as I am a beginner, I decided to create a Customized GPT Expert in Mautic. I will share it with you here and create a post for the rest of the community. This GPT has access to all this information:
Mautic Documentation: Mautic Documentation | Mautic
Mautic Website: https://www.mautic.org/
Mautic Case Studies: Mautic Case Studies - Mautic Community
Mautic Knowledge: https://kb.mautic.org/

I plan to further develop it and adapt it better to the needs.

GPT Link
https://chat.openai.com/g/g-nHtGcjp5k-mautic-expert

Please note, to use this GPT, you need to have GPT Plus.

9

Hi, this is an existing feature in Mautic.
Update contact campaign action lets you overwrite the point value.
Just add zero in there and points are zeroed :wink:

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10

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