Can I set up one lead scoring rule to increment lead score each time a contact performs an action?
02-06-2019 02:36 - edited 02-06-2019 03:48
Lead scores cannot increment each time the contact performs an action (e.g. clicking on an email). It does not matter how many times the contact performs an action - if the contact meets the criteria for the lead scoring rule, they get the points for that rule.
For example, you want to add 1 point each time the contact clicks a link in an email:
- It is not possible to use a single lead scoring rule to add 1 point each time the contact clicks on a link in any email. Instead, the best way to add points as the contact performs the same type of action over and over again is to set up a series of rules for each increment of the action taken (clicking in an email), allotting more points for each action:
- If the contact has Emails Clicked = 1, add 1 point. If the contact clicks a link in another email, they will now meet the second rule, Emails Clicked = 2. They gain 2 points for meeting this second rule, but they lose 1 point because they no longer meet the first rule of Emails Clicked = 1, so their lead score goes up by a total of 1 from clicking in another email. In this way, you can increment the lead score for each increment of the action taken (emails clicked).
- You can set your individual incremental rules as described above, then set up a rule of, for example, Emails Clicked is greater than or equal to 5 and set a higher value, such as 10, of added points. Once a contact reaches this number of clicks, points will no longer be added for additional clicks, but these contacts will have a higher lead score for continuing to click your emails to indicate that they've consistently engaged with your content.
In another example, you may wish to add 1 point for every 5 email links they click. As mentioned above, there is no way to do this in a single rule. Instead, you can set up a series of rules for each range:
- When the contact has Emails Clicked = 1 through 5, add 1 point. When the contact falls in the next range of Emails Clicked = 6 through 10, they lose the 1 point from the first rule, and gain 2 points from the second rule, which is a total of 1 more point.
If you have additional questions, please reach out to the HubSpot Community