What's one of the most important data points when it comes to finance?
Your contact's credit score. And it's not just a static number, so this number is changing depending on the choices your contacts make. This can change the offers, programs, and assistance your company can provide them. Always know at a glance what range your contact's credit score falls under and run powerful automations off of this information.
This automation is triggered when the custom field that houses your contact's credit score changes. The contact is then pulled to the appropriate goal based on their credit score and are tagged accordingly.
Here's how this automation works:
1. The contact enters the automation when their credit score changes.
2. The contact then moves to a small wait step for 5 minutes.
3. The contact is then pulled to the appropriate goal and tagged accordingly.
4. If the contact's credit score is between 300 and 579, then they will be pulled to the first goal, tagged with Poor credit, and exit the automation.
5. If the contact's credit score is between 580 and 669, they will be pulled to the second goal, tagged with Fair credit, and exit the automation.
6. If the contact's credit score is between 670 and 739, they will be pulled to the third goal, tagged with Good credit, and exit the automation.
7. If the contact's credit score is between 740 and 799, they will be pulled to the fourth goal, tagged with Very Good credit, and exit the automation.
8. If the contact's credit score is 800 or higher, they will be pulled to the final goal, tagged with Exceptional credit, and exit the automation.
Note: The tags and ranges are out examples. Feel free to adjust them or build out other ranges for what makes sense for your business.
Note: Ensure the goals are set to "If the contact does not meet the goal conditions: End this automation." so that the contact does not gain other tags erroneously.
