Lead scoring helps you evaluate and prioritize contacts based on their readiness to engage, using criteria such as demographics, behaviors, and status. By segmenting on lead-related fields—Lead Status, Lead Score (Total), Lead Score (Demographic), and Lead Score (Action)—you can craft more targeted and meaningful communications. Below are two examples of how to create basic lead scoring segments in Delivra.

Create a Segment Based on Lead Status

Lead Status is a categorical value tied to your custom lead funnel setup. This field allows you to group contacts according to their position in your sales or engagement process (e.g., "prospect", "qualified", "customer").

To create a segment using Lead Status:

1. Navigate to Contacts > Segments from the left-hand menu.
2. Click Create Email Segment. Choose Regular Segment in the pop-up.
3. Enter a descriptive name and description for the segment.
4. Open the Select Field drop-down menu and scroll to the Score section.
5. Select Lead Status.
6. In the clause builder, choose your operator (e.g., equal to) and value (e.g., prospect). Values are pre-set based on your lead scoring configuration.
7. Click Save & Test to preview your segment results.

Create a Segment Based on Lead Score (Total)

Lead Score (Total) is a numeric value calculated from your defined demographic and behavioral scoring rules. It’s useful for segmenting contacts who have reached a certain threshold of engagement or fit.

1. Navigate to Contacts > Segments.
2. Click Create Email Segment and select Regular Segment.
3. Name your segment and add a description.
4. In the Select Field drop-down, locate the Score section and choose Lead Score (Total).
5. Set the operator (e.g., greater than or equal to) and a numeric value (e.g., 81).
6. Click Save & Test to view the results.

Best Practices and Tips

• Clarify your scoring model: Collaborate with your marketing or sales team to define meaningful scores and thresholds.
• Use combinations: Mix lead score fields with other contact data (e.g., geography or engagement history) for nuanced targeting.
• Review segments regularly: As scoring logic or funnel stages evolve, your segments may need updates.

Practical Use Cases

• Nurture campaign entry: Automatically enter "prospect" status contacts into a long-term engagement series.
• Sales-ready alerts: Trigger alerts or dynamic content for contacts with a total score above a threshold like 81.
• Re-engagement targeting: Segment leads with low action scores to re-engage them with tailored messaging.

Feature Availability

Lead scoring functionality varies by license tier:

• Scoring Field Segmentation is available with the Professional and Enterprise packages.
• Visit Delivra’s pricing page for full feature comparisons.

Additional Resources

Explore our e-Learning hub for modules covering lead scoring setup, automation strategies, and more.