Retroactive scoring calculation

When you perform certain operations, the Persona and Lead Scorings recalculations are triggered.

The following operations trigger Persona scoring recalculation:

• Add a new rule
• Delete an existing rule
• Change the scoring mode
  
  NOTE: You can change the mode only when you use more than one rule.
• Update persona’s threshold value when using Points type of rules
• Update existing rule Points when using Points type of rules
• Update existing rule Scoring Frequency when using Points type of rules
• Update existing rule predicate, operator, or target value when using Points type of rules

The following operations trigger Lead Scoring recalculation:

• Add a new threshold
• Delete an existing threshold
• Update an existing threshold value
• Add a new rule
• Delete an existing rule
• Update existing rule’s Points Given
• Update existing rule’s Scoring Frequency
• Update existing rule predicate, operator, or target value

For each visitor, these operations calculate the following:

• The visitor’s score
• The date when the visitor has passed a Persona or Lead Scoring threshold
• The statistical data for each of the supported Persona or Lead Scoring threshold periods

Sitefinity Insight applies all rules retroactively over the entire historical data. This means that when you perform one of the operations mentioned above, Sitefinity Insight checks all interactions for all visitors starting from the moment the first visitor interacted for the first time with your site. It reapplies the changed scoring rules to all events. This recalculation may lead to changes like whether a visitor belongs to a Persona, is a lead, or when the conversion happened.

EXAMPLE: Consider the scenario when you set a Persona threshold to 100 and define two rules which give 50 and 40 towards the persona scoring. A visitor hits both rules and scores 90 points and is not considering belonging to this persona. Now, you change the second rule to give 50 points. Sitefinity Insight re-calculates the visitor hits, and because the Persona threshold is now met, assigns the visitor to the Persona.

When you bulk-edit rules for Persona or Lead Scoring, Sitefinity Insight triggers recalculation for all affected components.

NOTE: After you perform one of the operations above, Sitefinity Insight starts the recalculation automatically. You cannot make further changes until the automatic recalculation is completed.

NOTE: During the recalculation, the statistical and contact list data you see correspond to the old Persona definition rules and do not reflect the changes you have just made. The view updates after the recalculation is completed.