Lead Scoring Rules can be used in Automation Tasks or Lists that can be used as either a Trigger or Filter to create a Lead Action. This help article provides information on how to use lead scoring in both areas.
Some examples are:
- Create a Workflow that sends a notification to a sales rep once a lead's score is greater than a specified amount (i.e. our "Hot" lead notification).
- Add leads to a specific List when a lead's score is less than 100.
The following User Roles have access to create lead scoring rules:
- Administrator
- Marketing Manager
Step-by-Step Guide
Use the following steps to set a lead action rule to automaton tasks and lists.
Step One: Select either a Task or List.
For a Task
On the toolbar, hover over Automation, then click Tasks.
Either create a new task or select an existing one that you would like to set a lead score rule to.
For a List
On the toolbar, hover over Automation, then click Lists.
Either create a new list or select an existing one that you would like to set a lead score rule to.
For a new list, select either Dynamic or Static.
Dynamic Lists: This list will build over time. You can start one from scratch, or pull in all the leads who qualify for the list based on the criteria at the time of build.
Static Lists: Static lists do not build over time. This type of list will essentially take a snapshot of your database and pull in all leads that meet the requirements at the time of list build.
NOTE: To view whether your list is either dynamic or static, open the list, look to right side, click Options. On the drop-down, click Change List Settings. The page will open, then you can then view the list type or add/change rules to a dynamic list.
Step Two: Select either trigger or filter.
Step Three: In the When a contact field drop-down, under Lead Actions, select has the lead score.
Step Four: Do the following to add the rule for lead score.
1. Enter the score that you want the trigger/filter to use for the rule.
2. Select the condition of exactly, or more, or less than the score.
3. Click the Add Rule button.
4. View the Triggers or Filters.
Ready to Learn More?
If you need more direction in creating a workflow, click the following links.