Using Lead Scoring in Automation

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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Article Contents

• Setting Lead Action Rules for Visual Workflows
• Setting Lead Action Rules for New Lists

Available With:

Trial	✓
Essential	✓
Advanced	✓
Ultimate	✓

Toolbar:

Automation

Lists

Users:

Administrators	✓
Company Managers	✓
Marketing Managers	✓
Sales Managers
Salespersons
Jr. Salespersons

Setting Lead Action Rules for Visual Workflows

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

1. Click Automation > Visual Workflows in the left toolbar.
   
   

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2. Create or edit a visual workflow. 
   
   

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3. Click + Add under Start or an applicable workflow branch and select either Trigger or Filter, depending on your need.
   
   

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4. Click the Lead category.
5. Select the has the lead score trigger type.
   
   

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6. Enter the desired Lead Score.
7. Select the desired Comparison.
8. Click OK.
   
   

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9. Complete the workflow with other triggers, filters, delays, or actions.
   
   

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Setting Lead Action Rules for New Lists

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

1. Click Lists in the left toolbar. 
   
   

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2. Click + Add New List to create a list, or click     Settings >    Change List Settings to edit a rules-based list.
   
   

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3. Configure an initial rule or create an additional rule.
   
   

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4. Click the Lead category.
5. Select has the lead score.
   
   

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6. Enter the desired lead score in the When a contact has the lead score field.
7. Select the desired conditional value from the conditional drop-down menu.
8. Click Save.
   
   

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