Lead scoring
Points for what people do, hot leads to your team, and journeys that start on a hot lead.
Lead scoring comes with Professional. Each person (by email address) has a score that goes up and down with what they do. Go to Lead scoring; changing the rules needs the Manager or Admin role.
Starter rules
When you start Marketing Automation these rules are made for you:
| Rule | Points |
|---|---|
| Opened an email | +2 |
| Clicked a link in an email | +5 |
| Replied to an email | +10 |
| Visited the pricing page (up to 3 times) | +10 |
| Filled in a form | +15 |
| Unsubscribed (once) | -25 |
Change the points, switch rules off, or add your own: SMS link clicked, WhatsApp replied, bounced, a website page whose address has the words you choose, or no activity for a number of days. Max times stops one thing from adding points again and again.
Hot leads
Under Settings > General, set the hot lead line (50 to start). When someone passes it:
- the Admins and the journey owner are told on the bell (and by email, if that is on)
- the event Someone becomes a hot lead can start a journey - the ready-made Hot lead to sales tells your team and makes a CRM task
- they show under Hot leads on Home
Points that fade
Under Settings > General, Points lost each 30 days without activity lowers the scores of people who went quiet. 0 switches it off.
Using scores
- An action step can add or remove points.
- A condition can check score at least or at most.
- Reset score on a person sets it back to 0.