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.
Article Contents
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Setting Lead Action Rules for Visual Workflows
To set a lead action rule to visual workflows, do the following:
- Click Automation > Visual Workflows in the left toolbar.
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- Create or edit a visual workflow.
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- Click + Add under Start or an applicable workflow branch and select either Trigger or Filter, depending on your need.
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- Click the Lead category.
- Select the has the lead score trigger type.
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- Enter the desired Lead Score.
- Select the desired Comparison.
- Click OK.
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- 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:
- Click Lists in the left toolbar.
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- Click + Add New List to create a list, or click
Settings >
Change List Settings to edit a rules-based list.
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- Configure an initial rule or create an additional rule.
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- Click the Lead category.
- Select has the lead score.
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- Enter the desired lead score in the When a contact has the lead score field.
- Select the desired conditional value from the conditional drop-down menu.
- Click Save.
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