Creating an engagement scoring model in Sherlock is an incredibly powerful way to assess user engagement. But at times "engagement" can and should be defined differently for different groups of users. Often, not all your users should be assessed the same.
This is why Sherlock allows you to create multiple scoring profiles in your account. With these different profiles you can, for example:
- create one score for trial users and another score for paid users; or
- one score for users that are in an onboarding phase and another score for mature users; or
- one score for Admin-level users and another for Team Member-level users; etc
How to create multiple scoring profiles
Creating multiple scoring profiles is really a two-step process:
- Creating scoring model
- Filtering users that should be included in that scoring model (this is optional, but important for most use cases)
Creating your scoring model
This is the easy part. You can see how to create a Sherlock scoring model here. Trust us...it's pretty self-explanatory.
Filtering users to include in the scoring profile
If you are creating multiple scoring profiles, it is very likely that you only want to apply each scoring model to a subset of your users (ie - trial users, paid users, etc).
You can target a scoring profile to a specific group of users by using the Filtering functionality in the Filter tab when creating your score. By default, you will be applying this score to all your users.
To create a filter, simple select "Only some users" and add your filtering criteria.
If you create a filter for a scoring profile, Sherlock will only score those users who meet the scoring criteria and you will only see that subset of your users everywhere you navigate in Sherlock while that scoring profile is selected.
Switching between scoring profiles
Once you have multiple scoring profiles set up, you can switch between these profiles here:
When you switch your scoring profile, you will view your entire Sherlock account through the lens of that profile.
*This is a feature for more advanced Sherlock users, so we definitely recommend when getting started with Sherlock, you should focus on creating a single scoring profile (walk before running).