Capping Lead Scores per activity and session

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We are in the process of implementing a lead scoring system and want to cap scores per activity per session. Does anyone know of a way to do this?

I.e. we want to assign a user X points each time they submit a particular type of form but want to control how many points they can gain through this activity in a single session on our website, otherwise they could download 10+ forms in one session and their lead score will sky rocket and not accurately reflect their genuine status in the lead nurturing process.

 

Thanks,

Charlotte

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Esteemed Advisor | Gold Partner | HubSpot Certified Trainer

Hi @CharlotteDML,

 

When you create the lead score property for form submission, you can refine by the number of times form submissions have been completed and choose "at most" for the number of times.

 

Josh 




Did this post help solve your problem? If so, please mark it as a solution.

Josh Curcio

We help tier 1 & 2 manufacturers generate leads!
HubSpot Gold Partner & HubSpot Certified Trainer

Community Superstar

Dunno of a way to 'cap' lead scores per session. However, you can use a combination of positive and negative attributes around specific form submissions using the 'LESS THAN 1 DAY AGO' filter to get you very close to your goal.


In the example below, single form submissions accumulate no penalty. However, multiple specific form submissions 'LESS THAN 1 DAY AGO' are appropriately penalized.
- see image

 

hubspot-lead-score-cap-using-negative-attributes-gif.gifHubSpot Manual Lead Scoring

 


Thing is, is it worth the effort and resulting complexity?


If you're a Marketing Pro user, you'll quickly overcomplicate your single default HubSpot score property. If you're an Enterprise user, you may build up to 25 separate score properties and use one or more just to manage these sorts of excessive forms submissions.
- see Set up score properties to qualify contacts


How you chose to proceed will depend heavily on the amount of time you wish to spend on lead score testing, maintenance, and ... fixing it when it breaks and the sales team comes gunning for you. Smiley Wink


Good luck.

Hope that helps.

 

Best,
Frank

 

MFrankJohnson-dot-com-HubSpot-Community-banner-gif-v20190817

3 Replies 3
Esteemed Advisor | Gold Partner | HubSpot Certified Trainer

Hi @CharlotteDML,

 

When you create the lead score property for form submission, you can refine by the number of times form submissions have been completed and choose "at most" for the number of times.

 

Josh 




Did this post help solve your problem? If so, please mark it as a solution.

Josh Curcio

We help tier 1 & 2 manufacturers generate leads!
HubSpot Gold Partner & HubSpot Certified Trainer

Community Superstar

Dunno of a way to 'cap' lead scores per session. However, you can use a combination of positive and negative attributes around specific form submissions using the 'LESS THAN 1 DAY AGO' filter to get you very close to your goal.


In the example below, single form submissions accumulate no penalty. However, multiple specific form submissions 'LESS THAN 1 DAY AGO' are appropriately penalized.
- see image

 

hubspot-lead-score-cap-using-negative-attributes-gif.gifHubSpot Manual Lead Scoring

 


Thing is, is it worth the effort and resulting complexity?


If you're a Marketing Pro user, you'll quickly overcomplicate your single default HubSpot score property. If you're an Enterprise user, you may build up to 25 separate score properties and use one or more just to manage these sorts of excessive forms submissions.
- see Set up score properties to qualify contacts


How you chose to proceed will depend heavily on the amount of time you wish to spend on lead score testing, maintenance, and ... fixing it when it breaks and the sales team comes gunning for you. Smiley Wink


Good luck.

Hope that helps.

 

Best,
Frank

 

MFrankJohnson-dot-com-HubSpot-Community-banner-gif-v20190817

Community Superstar

Thank you.

Hope that helps.

 

Best,
Frank

 

MFrankJohnson-dot-com-HubSpot-Community-banner-gif-v20190817

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