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Reset Hubspot score

It would be great to have the ability to reset a Hubspot score back to zero either manually or through a workflow. Currently, negative lead scoring is the only way to reduce a contact's score. We have certain contact property scenarios, when met, need to reset a contact's score back to zero.

45 Kommentare
Sachkundiger

Does anyone have recommendations on the best way to "reset" scoring for the following situation:

 

We want to see a contact's score for the last 30 days (rolling) to see who is the most active currently, not all time.  If someone visited our site 10,000 three years ago, that is not as valuable as someone who visited our site 500 times yesterday, know what I mean?

 

Any thoughts on how to handle this? 

Occasional Contributor | Gold Partner
Occasional Contributor | Gold Partner

Amanda - you could try setting up some "aging" criteria in your lead scoring that either reward (add point values) or penalize (substract point values) based on something like "Time Last Seen" is Less Than/More Than.

 

Regardless, it would be really awesome if HubSpot would allow for an option in Lead Scoring to reset to zero as the original idea describes. A common scenario is to have someone reach a score threshold and when we reach out to them, they are "just looking" or not ready to buy yet. It would be nice then to reset them to zero and thus allow them to bubble up again in the future. Even if we could just manually reduce the Lead Score, it would be helpful.

 

As it stands now, I would have to create some kind of a custom property or add them to a list that would then have a negative point value, but since every Lead is going to have a different point value, some might go to zero, some might stay above zero and others may have a negative score. So, having an option to re-set to zero every time would be great to have!

Sachkundiger

Thanks, Allen.  I did reach out to HubSpot and they suggested the "Last Time Seen" option....so, I'll see how that goes.  But I'm hopeful the "reset to zero" component will become available.  Or at least, show score for the last 30 days or something of that nature!

Mitwirkender

Lead scoring can be a dark art and for it to be used effectively, short term scoring is essential, such as 30days. Lifetime scoring can be useful in long lifecycle customer journeys. This is all dependent on the business needs. Please provide the lead scoring reset option via workflows to satisfy al our needs for lead scoring.

Thanks

Berater

We also need the option to reset to 0. It is a big part of our renurturing process for demoted leads, and the workflow-based solution we have put together is not ideal.

Berater

this would be a great add. Also the ability to see short term vs long term lead score. 

Berater

Without this functionality, the software doesn't align to our business process. That's not a good thing. 

Sachkundiger

We would love the ability to clear the hubspot score, or at least be able to add / remove points on multiple occasions rather than once.

Berater

I second @kshayne. This does not align with any of our clients business processes. 

Berater

I implemented a pretty intensive workflow process for customized lead scoring. However, I'm still heavy into debugging. It's a gigantic pain and I'm yet positive how reliable it is since it leverages workflows. 

 

Once I resolve issues I'd be happy to post the entire process that I've put in place. In short, it allows for scoring up a custom field by using workflows and then resets the score based upon an action passed from our CRM (date) back to Hubspot. 

Berater

@kshayne my original solution involves adding contacts to be demoted to lists with subtraction rules, but it is very fuzzy. We are using a custom scoring field for customer nurturing right now, and the solution you describe sounds similar. Its not ideal and creates a lot of clutter, but I guess that's what we have to work with right now.

Sachkundiger

Can HubSpot give us an update on if this is in the pipeline?

Berater

Agreed. We use HubSpot Score to drive Lead/MQL creation. If an MQL was ultimately lost then we'd like to reset the Contact's HubSpot score when we kick them back to Subscriber. This would allow future engagement to drive their score high enough to once again become a Lead or MQL.

Berater

After a lot of work I setup a customized system of scoring using extensive workflows. If you go this path - be sure to use a lot of delays. Without them I saw that scoring wouldn't take place. I do have a lot more power now just because of the logic of workflows that doesn't exist in Lead Scoring. 

 

I know that other marketing automation solutions utilize the same expanded logic set both for workflows as they do lead scoring. This allows both to be very robust. I've seen similarly where the same logic interface is used for lists and reporting (I wish that power existed). 

 

If anyone wants to know more you can reach out to me and I can assist if possible. 

 

- Kevin

Berater

@kshayne, your comment right there should be enough to convince HubSpot to take a hard look at their existing scoring system. You had to reinvent the wheel to acheive what should be possible OOB. It's probably the best workaround though.

Sachkundiger

We also need this. It gets too messy otherwise. When certain things happen, we need to be able to reset the score to zero. It will also make it easier to concentrate on our sales cycle. It doesn't matter what their score was 2 years ago etc, and yes I know there are workarounds, but they are messy.

Berater

Chiming in here and agreeing with those who suggested a reset button for lead scores.

Mitwirkender

Agree with the original post - there needs to be a solution for resetting a contact's score OOB. Is this idea being considered by HubSpot dev?

Mitwirkender

Another vote for enabling score resets in HubSpot. It's essential when moving leads to new nurture flows.

Sachkundiger

I'm amazed this isn't OOB functionality. both in Pardot, Marketo and Eloqua, you can easily set a lead score to whatever score you'd like in a workflow scenario. 

We need to be able to reset a score for this scenario:

Someone comes to our website, does a bunch of things and scores, let's say 90 points, and our MQL threshold is 50.

So, now he goes to the Sales rep for follow up, and the sales rep ultimately moves this person to 'nurture'.  however, we want this person to be able to come back into our lead flow in the future.  But, the issue with the current Hubspot OOB is that he's already above our 50 MQL threshold.

 

What are my options? I could say 'decrease score by 50 points', but what if his score was 51, or what if his score was 101. Not really an ideal workaround.  I could create an entirely new lifecycle for nurtured and past MQL leads, but seriously?

 

Pls help! Smiley (fröhlich)