A Contact Engagement Score helps you track how actively a contact or lead is engaging with your business. Use it to prioritise communication, guide lead nurturing, and focus your sales prospecting. Here's a breakdown of the components and how the score works:

Manage Scoring

Draft/Publish

Score profiles start in draft mode by default. Once published, the score is applied across all your contacts. Publishing a score profile makes it active and visible for every contact or lead.

Edit Score Profile Name and Description

You can customise the name and description of each score profile to match your business needs. This keeps the scoring system relevant to how your team actually works.

Rules and Score Builder:

  • Rule Customization: You can fine-tune and edit scoring rules as needed, adapting the system as your priorities change.
  • Add or Subtract Points: The score builder gives you full control over scoring rules. You can create rules to add or subtract points based on specific criteria, such as engagement level, behaviour, or other relevant factors, allowing for a granular assessment of contact engagement.
  • Saving Changes: Whenever you add a new rule or edit an existing one, save those changes to the score profile to make sure the scoring system reflects your latest criteria.

Sorting and Filtering in Conversations:

  • Score Display: In the conversations module, you can see the engagement score for each contact at a glance, making it easy to spot those with the highest levels of activity.
  • Sort Contacts: You can sort contacts by their engagement scores to prioritise high-priority leads and identify those who may need more nurturing or follow-up.
  • Filtering Options: Filtering contacts by score range is a useful segmentation tool. Group contacts with similar engagement levels to target your communication and marketing more effectively. For example, contacts with high scores might be ready for a sales conversation, while those with lower scores may benefit from additional nurturing campaigns.

In summary, a Contact Engagement Score is a dynamic metric that helps you assess and prioritise interactions with your contacts and leads. Built on customisable scoring profiles and flexible rules, it gives you clear visibility into contact scores for efficient sorting and filtering, so you can make informed decisions about your engagement strategy and focus your efforts where they'll have the most impact.