Points ###### Points provide a way for properly weighing Contacts. These Points have both triggers and actions. The following section outlines all the relevant term definitions, and a thorough understanding of how Points function. This helps make your overall marketing automation process successful using Points .. vale off Point Actions ************* .. vale on Point Actions are those times when a Contact receives a change in their Point total. These actions can be either positive or negative Point changes and occur based on a particular action as you determine. To add a new action: 1. Click **Points > Point Actions > + New** - located in the top right corner. .. image:: images/points-action.png :alt: Screenshot of Points action 2. In the main panel, there are four boxes for key information. Enter the appropriate information. * **Name** - The name of your action. This is how the action displays in your list of actions, so choose an identifiable name. * **Description** - Add a description to help you find certain actions. There may be more actions which are similar or more in-depth. * **Change Points (+/-)** - The value change to set for the action. The ``+`` isn't necessary when adding Points. When subtracting Points, add the ``-`` symbol. * **Actions taken by User** - This is the behavior or action the Contact must complete to trigger the action. 3. On the right side is more information: * **Category** - Organize your Point Actions based on their goals, Campaigns, etc. For more information, see :doc:`Categories`. All Points accumulate on a Contact record, regardless of Category. There is one Points score for each Contact. * **Active and Activate/Deactivate at date/time** - Once you have a Point action, Mautic awards Points when a Contact completes the action. Points aren't given for inactive actions. If you have target behaviors that you want to award Points for within a certain time period, you can set the activate and deactivate dates * **Is repeatable** - To award Points each time a Contact completes an action, select **Yes**. If you want to award Points **only** the first time someone completes the action, select **No** - this is the default. 4. Click **Save** or **Save & Close**. .. vale off Point Triggers ************** .. vale on Once a Contact has accumulated a Point total, you may want to trigger an action with the Contact. You may create multiple triggers for different Point values. .. image:: images/points-trigger.png :alt: Screenshot of Points trigger Creating Point Triggers is like creating Point Actions. The **Name**, **Description**, **Category**, and **Active** options are all the same. The trigger fires based on the minimum number of Points. Set a number and decide if you want to **Trigger for existing applicable Contacts upon saving - if activated**. Once you have decided and entered those options, go to the **Events** tab. Here, you can trigger one or more events once a Contact has reached your predetermined Point total. These Point Triggers and associated events are also fully customizable. .. image:: images/trigger-events.png :alt: Screenshot of Points trigger events Campaign triggers ================= **Modify Contact's Campaigns** - Add a Contact to or remove a Contact from any Campaigns you have activated. Contact triggers ================ **Modify Contact's Segments** - Add a Contact to or remove a Contact from any Segments you have activated. **Modify Contact's tags** - Add or remove any Tags on the Contact record. If a Tag doesn't exist, you may create a new one in the edit window for this event. Add-on triggers =============== **Push Contact to Integration** - To only push Contacts to an Integration after hitting a minimum Point total, use this option. You must have the **Triggered action push Contacts to Integration** option selected in the Integration. After selecting this event, the system displays a dialog box where you can choose which Integration to push the Contact to. For example, if you base your definition of a Marketing Qualified Lead (MQL) on Point values, you may decide to only push Contacts who are MQLs to your CRM. Once a Contact meets the Points requirement to be an MQL, use this action to push the Contact to your CRM. .. note:: The Push Contact to Integration action isn't supported with the Salesforce Plugin. Email triggers ============== **Send an Email** - Send a template Email to the Contact based on their engagement. This may be some sort of special offer, congratulations, etc. .. image:: images/send-an-email-to-user.png :alt: Screenshot of Send an Email to User Email trigger **Send an Email to User** - Tell a team member that a Contact has reached a minimum number of Points. There is an option in this event to send the Email to the Contact's owner. You may either write a basic Email in the editor, or use a template Email. * Selecting a User and selecting the option of **send Email to Contact's owner** notifies both Contacts. * If User has no owner or if the owner is same as the Mautic User, this sends only one Email. * You can add more Emails to 'to', 'cc' and 'bcc' fields - separated by a comma. You can add space after each comma if needed. * Sends Notification to all address - User's Email, owner's Email, to, cc and bcc.