Lead scoring program

in Quick Start (en) Tags: Lead scoringLead scoring program

Step one: Create funnel

1. Go to Automation

2. Click on Funnel button

3. Click on New Funnel button

4. Enter funnel name

5. Enter stages names

6. Mark successful stages

7. Save funnel

 

Step three: Create Default Program

1. Go to Automation

2. Click on Default Program button

3. Write default program name

4. Select Scoring funnel

 

Step three: Create campaign — Increase lead rating based on site visits

1. Go to Automation

2. Click on Campaign button

3. Write campaign name

4. Select Program

5. Click on Create button

6. Go to Triggers section

7. In trigger list select Visit Web Page

8. In section Select value — select web page

9. Go to Flow section

10. In flow list select Change Score

11.  Increase score — 5

12. Save campaign

13. Start campaign

 

Step four: Create campaign — Increase lead rating based on opens email

1. Go to Automation

2. Click on Campaign button

3. Write campaign name

4. Select Program

5. Click on Create button

6. Go to Triggers section

7. In trigger list select Opens Email

8. In section Select value — select email

9. Go to Flow section

10. In flow list select Change Score

11.  Increase score — 5

12. Save campaign

13. Start campaign

 

Step five: Create campaign — Increase lead rating based on fills out form

1. Go to Automation

2. Click on Campaign button

3. Write campaign name

4. Select Program

5. Click on Create button

6. Go to Triggers section

7. In trigger list select Fills out Form

8. In section Select value — select form

9. Go to Flow section

10. In flow list select Change Score

11.  Increase score — 5

12. Save campaign

13. Start campaign

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Step six: Create campaigns — Change program status “Low interest”

1. Go to Automation

2. Click on Campaign button

3. Write campaign name (corresponding to funnel stage)

4. Select Program

5. Click on Create button

6. Go to Triggers section

7. In trigger list select Score Changes

8. Add Constraint — New Score — Less than — 20

9. Go to Flow section

10. In flow list select Change program status

11. In section Select value — select low interest

12. Save campaign

13. Start campaign

 

Step seven: Create campaigns — Change program status “Medium interest”

1. Go to Automation

2. Click on Campaign button

3. Write campaign name (corresponding to funnel stage)

4. Select Program

5. Click on Create button

6. Go to Triggers section

7. In trigger list select Score Changes

8. Add Constraint — New Score — Between — 20 & 50

9. Go to Flow section

10. In flow list select Change program status

11. In section Select value — select Medium interest

12. Save campaign

13. Start campaign

 

Step eight: Create campaigns — Change program status “High interest”

1. Go to Automation

2. Click on Campaign button

3. Write campaign name (corresponding to funnel stage)

4. Select Program

5. Click on Create button

6. Go to Triggers section

7. In trigger list select Score Changes

8. Add Constraint — New Score — Greater than  — 50

9. Go to Flow section

10. In flow list select Change program status

11. In section Select value — select High interest

12. Save campaign

13. Start campaign

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