Score contacts by website activities

Score contacts by website activities

You can assign scores to your contacts for the activities they perform in your websites, such as downloading an e-book, clicking a particular link or button, or reading a particular blog. You can define your own activities and score your contacts when they perform them. 

To set up website activities based scoring:

  1. Under Contacts menu in the Navigation Toolbar to the left, select Lead Qualification.
  2. You can see Website Activities Based Scoring section present below the Leads Classification Stats section.
  3. If you do not have any scoring created, you can click on Configure Scoring button.



  4. If you already have one or more scoring set up, click the Plus icon + at far right in the Field Based Scoring section.



  5. Provide a name for the scoring.
  6. Choose the field in the Criteria field and its value, then assign a score to it.
  7. You can add multiple filters using the + button. You can also create a new group using Add New Group option. To learn more about how you can set up the filters and groups, click here.
  8. Click Create.


Note: You can modify your scoring later. Score updates can be paused. Existing scores will remain the same until you enable scoring again.

To disable or enable scoring

  1. Under Contacts menu in the Navigation Toolbar to the left, select Lead Qualification.
  2. You can see Website Activities Based Scoring section present below the Leads Classification Stats section
  3. Toggle the switch at the far right of this section section to Disable/Enable scoring.
  4. You can also enable or disable an individual activity's scoring by toggling the switch present near each activity.

     

To edit a particular activity

  1. Under Contacts menu in the Navigation Toolbar to the left, select Lead Qualification.
  2. You can see Website Activities Based Scoring section present below the Leads Classification Stats section
  3. Click the More Actions button at far right of the specific scoring you want to edit.
  4. Select Edit.



  5. Edit the data and click Save.

To delete an activity

  1. Under Contacts menu in the Navigation Toolbar to the left, select Lead Qualification.
  2. You can see Website Activities Based Scoring section present below the Leads Classification Stats section
  3. Click the More Actions button at far right of the specific scoring you want to edit.
  4. Select Delete.



  5. Select Delete in the confirmation dialog box.



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