Articles on: Contacts

How to set up Lead Scoring in Platformly?

What is Lead Scoring?

Lead scoring is the process of attributing a value to each action a lead can perform in your sales funnel. If an action leads your user closer to conversion, it adds a positive value to your lead score and if the action move the lead further away from conversion, then it adds a negative value. Once you add up all the values from each action, the result is your lead score which tells you how close your lead is to converting.

How to set up Lead Scoring in Platformly?

Click on your profile icon at the top right of the page and select Setup.

Once on the Setup window, select the Scoring tab. You will then be able to see all the lead scoring rules that you have set up.

To create a new lead scoring rule, click on the blue + button at the top right of the page.

A modal window will open up on the right, where you can then select the project, the action and set the score to be attributed to a contact when the selected action occurs. There are various actions available from the dropdown menu, for example, when a contact is created, when a contact opens an email, when a contact clicks on an email link, when a purchase has been made and so on.

For example, you could create a rule that gives a contact 10 points anytime the contact click on an email link you send them, and the points degradate daily at a rate of 10%.

You can also setup negative scoring, for example, you could create a rule that deducts 1 point every time a purchase is cancelled.

To check the lead score for a contact, simply select the Contacts tab and you will see a score column for all your contacts. If you open up the specific contact, you will also see the lead score under current stats.

That's how you can setup lead scoring to automatically qualify your leads in Platformly.

Updated on: 08/04/2022

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