SharpSpring enables you to define custom lead scoring parameters. The following video will show you how to configure lead scoring in SharpSpring. However, if you prefer, a written step-by-step guide is available below the video for your convenience.
Step-by-Step Guide to Configuring Lead Scoring
Step One: Click on the gray "System Admin" button in the top right corner of SharpSpring.
Step Two: Select "Settings."
Step Three:Click on "Lead Scores," in the left side panel. It is located under the "Features" section of the panel.
Step Four: Now you can edit your lead scoring settings.
Lead Scoring Criteria
You to score leads based on 4 different sets of criteria. These are:
Completeness- This is the information you have on the lead, i.e., street address, company name, email, etc. You can assign points ranging from one to 25 to represent the importance of that field.
Engagement- This represents how engaged the lead is with your website. You can give one to five points for each page visited, one to 25 points for each landing page and one to 25 points completed forms.
Tracking- This score is based on visiting designated pages that you can configure based on what's important to you.
Media: Based on the assets you have in your Media Center, we can assign point values for link clicks directing to those assets.
Fit- Fit is configured using standard and custom fields from the Contact Manager. You can have as many or as few Fit rules are you like.
Lead Score Decay Choose the half life of Lead Scores.
Lead Score Time Frame Choose the time frame after which we will ignore activity that incremented lead scoring.
Lead Score Ranges
One final lead scoring feature you can set is to determine what lead score makes a great lead, a good lead or a bad lead.
- Use the sliders, adjust the lead scores to represent lead values.
- Once these sliders are set, you can see the number of leads you have that fit the lead score range.
Now you have successfully configured Lead Scoring!