CRM

A_Walters
メンバー

Lead Scoring

解決

My team and I are attempting to use contact lead scoring (Hubspot Score) to see highly engaged contacts (similar to the view in sequence analytics) that aren't current customers for outreach via different channels. We are currently assigning 2 points for a recent sales email clicked date that is less than 30 days & 1 point for a recent sales email open date that is less than 30 days (with the sales reply date or meeting booked as unknown). Can we use the total email opens & clicks that we can view in sequence analytics for scoring purposes? Also, open to any suggestions on a workaround. 

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EmmaAtKiwi
解決策
トップ投稿者 | Platinum Partner
トップ投稿者 | Platinum Partner

Lead Scoring

解決

In a way @A_Walters, yes! Create a list of contacts that have opened 2 or more sequences, or clicked 2 or more sequences (or whatever number you prefer) like the example below, and then use that list membership as a lead scoring criteria. 

Screen Shot 2023-03-23 at 12.14.32 PM.png


Emma Washington

HubSpot Director @ Kiwi Creative


3x Accredited HubSpot Platinum Partner

HubSpot Certified Trainer
Leader of B2B Technology (USA) HubSpot User Group


Join our HubSpot Community Group for B2B Technology

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3件の返信
BukunmiOdetayo
トップ投稿者 | Solutions Partner
トップ投稿者 | Solutions Partner

Lead Scoring

解決

Hi @A_Walters,

 

Those are great activities to start with. Altogether, you may include every touchpoint and channel through which your contacts engage with your organization (such as page views, marketing emails open/click, sales emails open/click, total revenue if you track this, deal stage, lifecycle stage, lead status, etc.).

 

I added the following two resources for you to consult further

 

Tips for creating a lead scoring model that works

 

Lead scoring 101

 

Let me know if this reply helps!







Bukunmi (Matt) Odetayo



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A_Walters
メンバー

Lead Scoring

解決

is there any way to factor in contact activity (number of opens & clicks on an email sequence) into Hubspot scoring? 

0 いいね!
EmmaAtKiwi
解決策
トップ投稿者 | Platinum Partner
トップ投稿者 | Platinum Partner

Lead Scoring

解決

In a way @A_Walters, yes! Create a list of contacts that have opened 2 or more sequences, or clicked 2 or more sequences (or whatever number you prefer) like the example below, and then use that list membership as a lead scoring criteria. 

Screen Shot 2023-03-23 at 12.14.32 PM.png


Emma Washington

HubSpot Director @ Kiwi Creative


3x Accredited HubSpot Platinum Partner

HubSpot Certified Trainer
Leader of B2B Technology (USA) HubSpot User Group


Join our HubSpot Community Group for B2B Technology