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Track & Gamify Partner Engagement

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Introduction

Geetanjali Singh

Client Success Consultant, Implementation Enablement

“I work with a team of Consultants who strategize on how to get the best results for channel businesses like you.”

Insert the host’s photo here.

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Agenda

  • Introduction: What is Mindmatrix User Scoring and why is it important?
  • How to configure User Scoring: Explaining the steps to create scoring rules and models
  • How to use User Scoring: Showing examples of how to view, analyze and act on user scores
  • Conclusion
  • Q&A

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Introduction: What is Mindmatrix User Scoring and why is it important?

  • Mindmatrix User Scoring is a feature that allows you to measure the interest and engagement of your potential customers based on their fit and activity.
  • It is important to use user scoring so that you can prioritize your partners and optimize your engagement campaigns based on their activities in the portal and on the assets.

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How to configure User Scoring?

  • Scoring Rules
  • Scoring Models
  • Score Depreciation
  • Triggers

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Scoring Rule:

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Scoring Model:

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Scoring: Depreciation and Triggers

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How to use User Scoring: Show examples of how to view, analyze and act on user scores

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Generating report based on different parameters:

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Sorting and Exporting the report:

Additional information

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Partner Scorecard:

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Dashboard overview

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Key Takeaways: Put your thinking cap on and work with our team on your unique setup!💂

  • Set up user scoring to monitor engagement of the partners
  • Create follow-up campaigns to automate the engagement process.
  • Review user reports regularly to decide the next plan of actions
  • Have a targeted approach to be successful in the program.
  • Reach out to help when needed.

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Q&A

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Thank You!

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