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Using Lead Scoring in Automation

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Forest Myers
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Lead scoring rules can be used in automation workflows or lists.

In turn, these workflows or lists can be used as either a trigger or filter to create a lead action.

This article will provide information on how to use lead scoring in both. 


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Setting Lead Action Rules for Visual Workflows

To set a lead action rule to visual workflows, do the following:

  1. In SharpSpring's top toolbar, click
    Automation > Visual Workflows.
  2. Create or edit a visual workflow.
  3. Under Start or an applicable workflow branch,
    click + Add.
  4. Select either Trigger or Filter, depending on your need.
  5. Under Lead, select has the lead score.
  6. Enter the desired score.
  7. Select the desired condition.
  8. Click OK.
  9. Complete the workflow with other triggers, filters, delays, or actions.
  

Click to enlarge.


Setting Lead Action Rules for New Lists

To set a lead action rule to new automaton lists, do the following:

  1. In SharpSpring's top toolbar, click
    Contacts > Lists.
  2. Create a new list.
  3. Select either Dynamic or Static.
  4. Select either trigger or filter.
  5. In the When a contact field drop-down, select has the lead score.
  6. Enter the desired score.
  7. Select the desired condition.
  8. Click Add Rule.
  9. Complete the list with other triggers or filters. 
  10. Click Save Changes.
  

Click to enlarge.


Setting Existing Lists as Dynamic or Static

There are two types of lists: dynamic and static.

Dynamic lists build over time. Dynamic lists can be started from scratch, or they can pull in all the leads who qualify for the list based on the criteria at the time of build.

In contrast, static lists do not build over time. Static lists will, essentially, take a snapshot of your database and pull in all leads that meet the requirements at the time of list build.

To set an existing list as either dynamic or static, do the following:

  1. In SharpSpring's top toolbar, click
    Contacts > Lists.
  2. Create or edit a list.
  3. Click  1cog.png  Options > Change List Settings.
  4. Click either the Dynamic or Static radio button.
  5. Click Save Changes.
  

Click to enlarge.

Engagement lists cannot be modified, as they are system lists. Similarly, manual lists do not have list settings, since they are not rules-based.

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