Engagement & Lead scoring
Lead Scoring and Advanced Engagement Scoring
We offer two scoring systems to help you identify and prioritize which of your contacts to follow-up with by defining a comprehensive scoring system that will automatically increase or decrease a contact’s score based on several criteria: action or ...
How can I use Advanced Engagement Scoring?
First, checkout this article to learn about what advanced engagement scoring is, if needed. Where Can I Use Advanced Engagement Score? You can use Advanced Engagement Scoring data: To create a Regular segment to target contacts As part of a triggered ...
What is Advanced Engagement Scoring?
Advanced Engagement Scoring is a feature that allows Business-to-Consumer marketers to identify and prioritize which of their contacts to follow-up with by defining a comprehensive scoring system that will automatically increase or decrease a ...
What happens when I change my Baseline Lead Score?
Your Lead Score baseline settings act as the formula that turns your Contacts' data into actionable lead scores. When you update your baseline settings, the Lead Scores for all of your Contacts will be updated to reflect the new settings. Your Lead ...
What is Lead Scoring?
Lead scoring lets you more effectively manage your contacts/leads using a dynamic scoring and status system. Build a system to determine and categorize lead priority based on contact data and/or actions. Assign scoring based on: data time-based ...
Can I copy my Lead Score point assignments from one account to another?
At this time, Lead Score assignments for Demographics, Actions, and Categories setup in one account cannot be copied to another account. Resources For more information on setting up Lead Score point assignments, please see this article: How do I ...
How do I assign Lead Scoring points for my Account?
Our Lead Scoring feature allows you to setup points either on Contact data or actions. Below we will walk through how and where to setup general scoring at the account level. A note before you begin While Lead Scoring can be a very effective tool in ...
What actions or data can be scored using Lead Scoring?
Your Lead Score is broken down into two different categories: Demographics and Actions. Demographics Demographics will assign points to contacts whose demographic fields (Name, City, etc.) match the required clauses. All fields are available for use ...
How can I view an individual contact's Lead Score?
Lead scoring is visible on the individual contact records in your account. Below are the steps to locate it. Go to the Contacts tab. Use the search box or the Find Contacts icon to lookup an email address. Once you have located the contact record, ...
How do I create a segment using Lead Scoring fields & values?
By segmenting on lead status, total lead score, demographic lead score, and actions lead score, you can target specific leads. In this article we'll outline two examples of basic lead scoring segments. How-To Create a segment based on Lead Status Go ...
How do I enable Lead Scoring in my account?
When Lead Scoring is enabled, your administrators will need specific permissions to access the tools in your account, outlined below. Account Administrators Account admins must have the permission "Lead Scoring" enabled. To review Roles and ...
Lead Scoring Overview
Lead Scoring is a comprehensive scoring system that can be used to categorize contacts based on their demographic data and/or their activity over a period of time. Using Lead Scoring effectively will allow you to identify and prioritize which of your ...
What is a good lifetime engagement number?
Contact engagement score (a.k.a lifetime engagement score) is a result of a formula involving actions by a specific contact over time, divided by the number of campaigns received by the contact over time. Learn more about lifetime engagement score in ...
What is a disengaged contact?
A disengaged (aka un-engaged) contact is one who has a lifetime engagement score of 0. Engagement is calculated based on the actions of a contact who has been sent campaign(s). If a contact has an engagement score of 0, they are disengaged because ...
What is the formula that determines mailing/contact engagement?
Engagement calculations are based on a configurable formula that compares the number of recipient actions (such as opens, clicks, etc.) to the number of messages received. There are two types of engagement: mailing engagement and lifetime (contact) ...