Getting started with Lead Points

Trackers

1.Go to Points Action.

2.Click on “New” button.

The below-listed input should be entered.

a. Name – You can name the action you want accordingly.

b. Description – Description of the work.

c. When a Contact – Select the type of action you want to perform according to the point.

d. Change Points – Set the number of points to be added for the action.

e. Category

f. Limit to these selected emails – You can adjust the limit on emails to be sent such as emails can be sent to users only if they open the email.

Click on “Save & Close” button.