topic Betreff: Scoring contacts based on their activity to identify the most engaged in Tips, Tricks & Best Practices

Scoring contacts based on their activity to identify the most engaged

AZatulovsky — Mon, 17 May 2021 07:49:58 GMT

Hi HubSpot community,

I would like to be able to score our prospects and show their names in a report.

What I mean by this is that I would like to show each sales person the names of top prospects thare are doing the 3 following things: opened a sales email at least 2 time, opened our newsletter at least 1 time and visited at least 1 page on our website.

Basicaly the above prospect will have a score X and prospects that open more emails (sales and newsletter) and visit more pages on our website will have Y score (higher score).

The report will show a list of names (prospects that are associated to the sales person who is viewing the report) of prospects that have a Y score.

This way the sales person will be able to identify those prospects that show some interest in our product.

I know that we have the activity feed but I want to:

1. Add newsletter (marketing emails) email opens

2. aggregared sales email opens, newsletter email open and webiste visist activities and score them per each contact.

Any tips what would be the best way to do so?

Many thanks in advance 🙂

Re: Scoring contacts based on their activity to identify the most engaged

karstenkoehler — Mon, 17 May 2021 08:12:37 GMT

Hi @AZatulovsky,

Your starting point for this would be a score property. All of the criteria that you mentioned would be included in this score property.

For marketing emails you can work with the property Marketing emails opened, for page views with Number of sessions or Number of page views. For sales emails, there isn't a default property that counts the number of opens, but you could work with Recent sales email open date to check whether at least one sales email was opened. (If you need a counting property here because the number 2 is crucial, you would have to create a custom number property and have a contact-based workflow count up this this number whenever Recent sales email open date is known, re-enrollment enabled.)

Once the score property is set up, you can create a custom report for each sales rep. Navigate to Menu > Reports > Reports > Create custom report > Single object > Contacts.

Click Filters on the upper left of the screen. This is where you can narrow down the Create date of the contact and potentially exclude contacts by Lifecycle stage and Lead status. You would also filter each report by Contact owner is any of [one sales rep from your list]. You will later recreate this report for the other sales reps.

Hide the filters, click Add contact properties, find your score property. Next, switch to the Visualization tab, pick the chart type Table, select Unsummarized data table and sort the table on the right by HubSpot score so that the highest shows at the top.

You can now save the report and recreate it for other sales reps. Let me know if you get stuck at any stage.

Best regards!

Betreff: Scoring contacts based on their activity to identify the most engaged

AZatulovsky — Tue, 18 May 2021 09:24:17 GMT

Awesome Karsten 🙂

Thanks for helping out!