SharpSpring enables you to define custom lead scoring parameters. This article will provide an overview on defining and configuring lead scoring.
The following user roles can configure lead scoring parameters:
- Marketing Manager
The following video will show you how to configure lead scoring in SharpSpring.
Accessing Lead Scoring
To access the Lead Scoring feature, do the following:
Step One: In the top toolbar of the SharpSpring application, hover over Automation.
Step Two: In the drop-down menu that appears, select Lead Scoring.
Step Three: Scroll down to the Fit: Persona and Engagement: Activity sections.
Lead Score Ranges
Lead Score Ranges is a scoring feature that you can set to determine what lead score makes for a great lead, a good lead, or a bad lead.
Use the sliders to 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 desired lead score range.
Note: Ranges in the graph will not populate if less than 1% of the total database is within that range. It will only populate after 1% of the total has the lead score in the range.
Lead Scoring Criteria
The criteria for lead scoring varies across two different metrics: Fit and Engagement.
The Fit section is where rules are set to measure how well a lead aligns to your target audience based on persona, custom attributes, and information.
The Persona subsection is where you can configure how many points are attributed when a lead has a specific persona.
The Custom Attributes subsection is where you configure leads based on custom lead fields.
The Contact Information subsection is where you configure lead scores based on a contact's personal information.
The Engagement section is where rules are set that reflect how engaged a lead is with your content. This can provide a way to sort out which leads are most engaged.
The General Activity subsection is where leads can be configured based on more common actions.
The Social subsection is where a lead can have scores attributed based on interactions with a social profile.
The Media subsection assigns points to a lead when the lead interacts with media content, such as an image or video.
The Pages subsection can be configured to provide points to a lead based on which webpages a lead visits.
Lead Score Time Settings
Keep lead scores up to date by disregarding old engagement events with your Lead Activity Period, and use the Lead Score Decay to set the timeframe for when the score is half as valuable.
The Lead Activity Period subsection allows you to choose the time frame after which SharpSpring will ignore activity that led to incremented lead scoring.
Lead Score Decay subsection allows you to choose the half life of lead scores.