We have several clients where we have lead scoring as a deliverable for their engagement, however, I wanted to find out if anyone has a recommendation for “testing” best practices before the lead scoring is ‘turned on.’ We do the typical, look at the contacts in the workflows before it is turned on and even create a list of those, but I have seen that there is not a deep dive into “what a specific contact’s lead score will be” once that is turned on. If you know how to do this, please reply. Thanks!
Hi @JulieAD,
In my opinion, lead scoring does not have to be tested before a go-live. A score updates dynamically based on changes and a score property does not trigger anything by default.
If you’re referring to custom automation based on lead scoring, then that’s a different story. Before switching that on, I would recommend creating reports to see whether the lead scoring works as intended, e.g. HubSpot score by Lifecycle stage, HubSpot score by Persona etc. In reports, you can visualize the average HubSpot score for segments and check whether these are sound. If for example you set a threshold of 50 for leads to be passed on to sales, but the average HubSpot score for Lifecycle stage “Lead” is 50 or higher, then the threshold needs to be increased or the scoring down-adjusted.
Does that answer your question?
Best regards!
Here is the use case:
1. clear old lead scoring
2. create new lead scoring automation for each lifecycle stage based on
lead scoring workshop outcomes with client
3. see “contacts” affected by these automations before turning them on
>>> to my knowledge, you cannot create a report to see these contacts w/o
turning on lead scoring automation at this stage - only a list. In that
list, I don’t think you can see the contact’s score. Do you agree?
If you can create a report - that is awesome - please lmk if that is your
experience based on this use case.
Thanks,
Hi @JulieAD,
To avoid downtime of the live workflows, I would simply create a second score property. You could then create lists of that match the enrollment criteria of the workflows, only that they’re not the old score property but the new one.
Within those lists, you can add a column for this new score property via Actions > Edit columns:
Best regards!