---
title: "Tagging & Scoring"
url: "https://books.automatevalue.com/2/spotler-connector/22/tagging-scoring"
---

# Tagging & Scoring

Spotler supports [Tagging & Scoring](https://helpcenter.spotler.nl/hc/en-us/articles/7152832744850-Introduction-Tagging-Scoring). You can use this to segment your contacts and to determine the value of your contacts. This way you can send more targeted and relevant messages to your contacts.

* [Tagging contacts](#tagging-contacts)
* [Scoring contacts](#scoring-contacts)
* [Timeline Posts](#timeline-posts)

---

## Tagging contacts

Tags can be set yourself and can be applied for all kinds of reasons. Usually the purpose of tagging is to capture a phase or interest that a contact is in. By grouping contacts with the same tags, you create relevant segments (using Dynamic Lists). You make subsequent marketing campaigns for these segments.

### Add Tag

To add a Tag from Dynamics 365, we create a _[Spotler Job](../25/spotler-jobs)_ with the operation **Add Tag**.

Select the Customer (=Account/Contact) or a Lead for which you want to add the tag.

Fill in the tag you want to add. If a tag doesn't exist in Spotler yet, it will be created automatically.

Now press **Save** to create the _Spotler Job_. This will add the tag to the contact in Spotler.

💡Tip: You can also just add a Tag to Spotler by leaving the Customer and Lead blank.

![tagging-form-fill.png](/u/tagging-form-fill-trivly.png)

### Remove Tag

To remove a Tag from Dynamics 365, we create a _[Spotler Job](../25/spotler-jobs)_ with the operation **Remove Tag**.

Select the Customer (=Account/Contact) or a Lead for which you want to remove the tag.

Fill in the tag you want to remove. You can remove multiple tags at once by separating them with a comma or a semicolon.

Now press **Save** to create the _Spotler Job_. This will remove the tag to the contact in Spotler.

💡Tip: You also use this operation to remove a Score!

---

## Scoring contacts

By also using scoring, you give more meaning to a tag. With scoring you give a value in numbers to a tag.

For example: I have a tag _'Lead'_ and I give it a score of 10. This means that a contact with the tag _'Lead'_ has a score of 10. 

You can set the score to a specific number, increase or decrease it for certain action the contact takes, such as downloading several white papers. For each download the contact receives a +10 score within the _Lead_ tag. Or, you may want to give more important downloads +20. You can use this score to determine the lead value of a contact.

### Set Score

To add a Score from Dynamics 365, we create a _[Spotler Job](../25/spotler-jobs)_ with the operation **Set Score**.

Select the Customer (=Account/Contact) or a Lead for which you want to set the score.

Fill in the tag for which you want to set the score for. If a tag doesn't exist in Spotler yet, it will be created automatically.

Fill in the score you want to set the tag to. This needs to be a number, which can also be negative.

Now press **Save** to create the _Spotler Job_. This will update the tag with the specified score for the contact in Spotler.

![scoring-form-fill.png](/u/scoring-form-fill-batT2Y.png)

### Increase Score (+)

To increase a Score from Dynamics 365, we create a _[Spotler Job](../25/spotler-jobs)_ with the operation **Increase Score (+)**.

This is the same as setting a score, but instead of setting a score, we increase the score with the specified number. The number most be positive.

If a tag doesn't exist in Spotler yet, it will be created automatically with a starting score of zero.

### Decrease Score (-)

To decrease a Score from Dynamics 365, we create a _[Spotler Job](../25/spotler-jobs)_ with the operation **Increase Score (+)**.

This is the same as setting a score, but instead of setting a score, we decrease the score with the specified number. The number most be positive.

If a tag doesn't exist in Spotler yet, it will be created automatically with a starting score of zero.

### Remove Score

See [Remove Tag](#remove-tag).

---

## Timeline Posts

When a tag or score has been successfully added or changed in Spotler, a post will be added to the [Timeline](https://learn.microsoft.com/en-us/power-apps/user/add-activities) in Dynamics 365. In this way it is clear for the user what has happend with the contact.

![timeline-tags-scores.png](/u/timeline-tags-scores-6nRS1f.png)