A Contact Engagement Score is a key metric that evaluates how actively and effectively a contact or lead engages with a business or organization. It is used to gauge their level of interest, involvement, and responsiveness. This score enables businesses to better prioritize communication, nurture leads, and optimize sales prospecting efforts.
To determine the score, businesses can track different types of interactions between the contact and the organization. These may include email opens, scheduled meetings, form submissions, and other engagement activities. Each interaction is typically assigned a different weight based on its importance and impact.
Feature 1: Manage Scoring
- Edit Score Profile Name and Description: With Score Builder, you can easily customize the name and description of your score profiles to ensure they align with your specific business needs and objectives.
- Draft/ Publish : By default the score profile stays in draft state. Once the profile is published, the score will be reflected to all the contacts
Feature 2: Rules and score builder
- Rule Customization: The system allows you to edit and fine-tune your scoring rules as needed
- Add or Subtract Points: You have full control over the scoring rules. Using the score builder, you can create rules to add or subtract points based on specific criteria, such as engagement, behavior, or any other relevant factors.
- Saving Changes : Once any new rule is added or old rule is edited, the changes need to be saved to the score profile
Feature 3: Sorting and filtering in Conversations
- Score Display: In the conversations module, users can find scores visibly associated with each contact. This at-a-glance view helps you quickly identify and focus on contacts with the highest scores.
- Sort Contacts: Users can sort contacts based on their scores, helping you quickly identify high-priority contacts and those who require more nurturing.
- Filtering Options: Users can filter contacts based on score ranges, allowing users to segment and target contacts with similar engagement levels.