Setting up your AI scoring

• Salesforce

• Marketing Automation Platform (MAP)

• [Optional] Connect other signals (e.g., LinkedIn)

• 💡 Determine which fields to use in scoring

• Pull fields into MadKudu

• Map fields as attributes

• Open MadKudu Data Studio

• Create computations

• 💡 Decide which behaviors (e.g., page visits, product actions) to include

• Map behaviors as events

• 💡 Define the conversion metric

• Set up conversion types

• 💡 Define the people & accounts to train your models

• Set up audiences

⚙️ Open MadKudu Data Studio

• Set up fit model

• Set up engagement model

• Deploy fit model as “standard fit” when prompted

• If no workflow exists, build workflow in CRM or MAP

• Update score threshold in workflow to meter volume