New Lead Scoring Beta - Using Properties in Behavior Score

Marketing & Content Hub Lists, Lead Scoring & Workflows
1

We are trying out the brand new beta program for lead scoring. It’s impressive but it seems like there’s no way to use any sort of contact property in a behavior score? Is there an intended way that you are supposed to do that?

We have one score for demographic/firmographic data and one for behavior, but this limitation on the behavior score is muddling the line between the two.

For example: We’re tracking in-person event registrations and attendance through manual list uploads, so we created a custom checkbox property for “Registered for an Event” that we’d update when importing the registrant lists, and same thing for attendance. This is definitely a behavior and not a demographic piece of information, but would I have to just create a whole separate score for it?

Another example is specific field values that are populated on forms. We have the actual form submission data included in the behavior score, but then we would want to give higher points to people who select certain field values within those forms. What would be the best way to do this?

We’re trying to keep the setup as simple as possible to start with so any advice on the best way to configure this would be amazing!

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Hi @katherineladue,

This is indeed a limitation, you’re not missing anything. Here are two things you can do:

  • Provide this feedback about custom properties to track engagement in the HubSpot Ideas section of the community. It is reviewed by the product team.
  • Create another fit score for your custom properties and add them to the engagement score using a calculation property. It’s two more properties than this should require, but a sum calculation of one fit score and one engagement score will give you one holistic number property for both activities and custom properties tracking engagements.

Let me know if you have any follow-up questions!

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Thank you! I will go add that to the ideas forum now.