Score and classify your contacts according to their actions and launch more effective communications based on their position in the sales funnel.
In this article you’ll learn how to create a point or lead scoring system.
Objective: Segmentation.
Difficulty: Beginner.
When to use it: As soon as you want to set up a lead scoring system.
This strategy is part of our pool of templates. To implement it in your account, log in to your Connectif account and go to "Workflows Create new workflow". In the Create from template section, enter the name of the workflow in the search engine (Segmentation according to website lead scoring) then click Select and Create.
How it works
To set up a lead scoring system, we’ll configure nodes in the workflow that detect the actions we want to score and others that establish the scores for each action.
This workflow includes the most commonly-scored actions but you can add as many actions as you wish to score, depending on your strategy.
Once this workflow is in place, you’ll be able to create dynamic segments based on the contacts' score to launch personalized strategies.
Workflow configuration
Before configuring your workflow, create the following elements:
- An integer custom field to accumulate the contacts’ score.
STEP 1. "Start" node
(This node will set the target audience for the action).
1. Click (Edit node settings) for the “Start” node.
2. Under Select limitation, check "All my list".
3. Under Select data source, check “All existing and new”.
4. Click Update.
STEP 2. “On page visit” node
(This node will detect contacts who visit the website).
5. Click (Edit node settings) in the “On page visit” node.
6. Under Limitations, uncheck the "Deactivate after triggering" box.
7. Click Update.
If you want to learn more about node limitations, click here.
STEP 3. First “Set field” node
(This node will add the points corresponding to a page visit to the field created).
8. Click (Edit node settings) for the “Set field” node.
9. Drag the "Literal" field to the left block of the created field and set "1" point.
10. Under Operator, select "Add".
11. Click Update.
STEP 4. “On product addition” node
(This node will detect contacts who add a product to their cart).
12. Click on (Edit node settings) of the "On product addition" node.
13. Click Limitations and uncheck the "Deactivate after triggering" box.
14. Click Update.
STEP 5. Second “Set field” node
(This node will add the points corresponding to a page visit to the field created).
15. Click (Edit node settings) for the “Set field” node.
16. Drag the "Literal" field to the block to the left of the created field and set "15" points.
17. Under Operator, select "Add".
18. Click Update.
STEP 6. “On purchase” node
(This node will detect contacts who purchase).
19. Click (Edit node settings) in the “On purchase” node.
20. Click Limitations and uncheck the "Deactivate after triggering" box.
21. Click Update.
STEP 7. Third “Set field” node
(This node will add the points corresponding to a page visit to the field created).
22. Click (Edit node settings) for the “Set field” node.
23. Drag the "Literal" field to the left block of the created field and set "100" points.
24. Under Operator, select "Add".
25. Click Update.
Success!
Your workflow for implementing a lead scoring system is now ready.
Do you have questions?
Don’t forget, our Connectif specialists are here to help you. To contact them, just open a Support ticket by clicking the blue “Help” button on your dashboard.
Keep learning!
To make the most of your Connectif account, we recommend reading these articles next:
- Segmentation by paid media campaigns, to segment contacts that visit the website from a paid media campaign.
- Bulk SMS campaign, to send an SMS to all your contacts.
- Sending a coupon after purchase, to send a coupon after a contact makes a purchase.
- Birthday greeting, to send a birthday greeting email.