Contact Engagement Score

Danny Stoffers

Last Update a year ago

Measuring Contact Interaction
  • Purpose: This feature helps you measure how much a contact interacts with your business, providing insight into their level of interest.
  • Benefit: Understanding interaction levels allows your business to prioritize communication and nurture leads effectively.
Calculating Scores
  • Interactions to Track:
    • Email opens
    • Calendar appointments
    • Form submissions
    • Other relevant interactions
  • Scoring System:
    • Each interaction has a specific score based on its significance.
    • Scores can add or subtract points depending on the type of interaction.
Step 1: Edit the Score
  • Navigate to Settings
  • Click on Managing Scoring
  • Add the name and description of your score profiles. 
Step 2: Add your rules
  • Add your rules by clicking on Add New Rule or edit the ones you have by clicking on the 3 dots.
  • Example: A successful payment will add points, but a contact who enabled all DND channels will subtract points.
  • Once the profile is published, the score will be reflected in all the contacts
Step 3: Sorting and Filtering
  • Go to your Conversations tab on the right panel. Here you can see and update the score.
  • On the Contact tab, you can filter by Engagement Score and create a smart list. 
Note: The engagement score is only visible if you have published the score profile under Settings > Manage Scoring.

FAQ:


Q: What is engagement scoring and why is it important?
A: Engagement scoring measures how much a contact interacts with your business, providing insights into their level of interest. This helps you prioritize communication with leads and better nurture them based on their engagement level.


Q: How do I calculate engagement scores?
A: To calculate scores, track various interactions such as email opens, calendar appointments, form submissions, and more. Each interaction has a specific score based on its significance, which can either add or subtract points.


Q: Can we use the Contact Engagement Score in workflows?

A: Yes, you can use the Contact Engagement Score in workflows. By integrating this score into your workflows, you can create automated processes that respond based on the level of engagement a contact has achieved.

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