Scoring recalculation question

Marketing & Content Hub Lists, Lead Scoring & Workflows
1

Hello.

I’m new to HubSpot and the Lead Scoring module, and had a question on scoring calculations. Does HubSpot recalculate scores at some interval automatically, or are scores only recalculated when one of the criteria in the score is updated?

For example… I have a an engagement score that has an event group that scores based on visits to specific web pages on a site. What we’re looking to do is score the Contact:

  • 5 points total if they’ve visited one of these pages in the last 60 days
  • 15 points total if they’ve visited 2-3 of these pages in the last 60 days
  • 20 points total if they’ve visited 4 or more of these pages in the last 60 days

I have built this event group using the Timeframe (in the last 60 days) and Frequency (as indicated above).

Will HubSpot recalculate this score at some regular interval to see which criteria they currently fall into? Or is this score only recalculated when they visit a web page that fits this criteria?

If the latter, can I accomplish what I am looking to do using the Decay feature?

Thank you.

-Greg

2

Hi @GRohman,

You can think of HubSpot’s scoring tool as if it was permanently listening for events and assigning (or withdrawing) points in real-time.

In other words, at any given time, if you would evaluate a contact against all criteria in your score, you would always see in real-time what their current sum of points would be.

In that sense, there is no noticeable interval at which HubSpot scoring updates.

In your case, if you’re awarding points whenever someone visits one of the specified web pages, they would immediately receive points depending on whether they have viewed 1, 2-3, or >4 pages in the designated time frame. The moment one of these page views becomes older than the specified date range, a contact might move from the >4 bucket to the 3-2 bucket, the 1 bucket or even 0 and points are withdrawn accordingly.

Best regards

3

Hi @karstenkoehler and thank you for the prompt response.

If we are syncing the score Property to Salesforce, would those “real-time” score updates also be synced to Salesforce as they are updated?

-Greg

4

@GRohman they should on a 15 minute interval, yes: Import and sync Salesforce records