Lead Scoring and Advanced Engagement Scoring

Lead Scoring and Advanced Engagement Scoring

Delivra offers two scoring systems designed to help you evaluate contact engagement and prioritize follow-up. Both systems let you create rules that automatically adjust a contact’s score based on specific behaviors or characteristics—like opening emails, clicking links, joining a category, or even taking no action at all. This data-driven approach supports smarter segmentation and better timing in your marketing outreach.

Understanding the Two Scoring Systems

While both scoring options serve a similar purpose, the best fit depends on your business model.

Lead Scoring (B2B)

Lead Scoring is tailored for Business-to-Business (B2B) marketers. It includes tools to define a lead stage funnel—such as Prospect, Marketing Qualified Lead, or Sales Qualified Lead. These stages can be used to:

  • Build targeted Segments (e.g., all Marketing Qualified Leads)

  • Create personalized automation flows based on funnel stage

  • Align sales and marketing efforts with shared visibility of lead progress

If you're working with longer sales cycles or sales team handoffs, Lead Scoring is a natural fit.

Advanced Engagement Scoring (B2C)

Advanced Engagement Scoring is optimized for Business-to-Consumer (B2C) marketers. It focuses on customer behavior and engagement levels over time. This system is ideal for:

  • Tracking recent vs. long-term activity

  • Identifying dormant or highly engaged contacts

  • Creating re-engagement campaigns

  • Prioritizing outreach for promotions or loyalty rewards

B2C brands often use this scoring model to tailor experiences based on how active or disengaged a customer has been.

How It Works

Both scoring systems allow you to:

  • Assign or remove points based on criteria such as email clicks, purchases, web behavior, category subscriptions, or lack of action

  • Automate score changes within workflows for real-time updates

  • Use score thresholds in segments and automation to drive personalized experiences

Best Practices and Tips

  • Start with clear objectives: Decide whether you're scoring for sales readiness (Lead Scoring) or engagement health (Advanced).

  • Use decay rules: Gradually reduce scores for inactivity to keep your data current.

  • Test and adjust: Monitor how your scoring impacts results and tweak thresholds or criteria as needed.

  • Align with internal teams: Especially for B2B, get buy-in from sales and support to define lead stages collaboratively.

Practical Use Cases

  • Lead Scoring: Automatically move a contact to a “Sales Qualified” segment after they download a whitepaper and attend a webinar.

  • Advanced Engagement Scoring: Flag contacts who haven’t engaged in 90 days for a win-back campaign.

  • Both: Boost a contact’s score when they open multiple emails in a short time—then trigger a follow-up message based on interest level.

Feature Availability

Scoring functionality varies by license:

  • Advanced Engagement Scoring is included in the Professional and Enterprise licenses.

  • Lead Scoring is available in the Enterprise license only.

Visit delivra.com/pricing for full details, or reach out to our Client Success team at success@delivra.com if you’re unsure which option is enabled for your account.

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