New Lead Scoring Criteria Options

[TTram]

Hi. 

I am starting to migrate over to the lead scoring but wondering what some of the criteria options are and what are the differences. For example for forms whats the difference between Forms Submissions - Main vs Forms Submissions - Additional? And as a filter what would be base URL be in a form? Is there documentation for the criteria fields and filters?

Another example is for emails one filter option is email name and there are others options to filter on- email name at send time or campagin mane at send time, choosing these gives you an option to use a "contains any of" filter, but I am unsure what the filter events properties are using. 

Thanks. 

[CarolinaDeMares · Accepted solution]

Hi @TTram! Great to hear you’re diving into lead scoring.

• Form Submissions – Main vs. Additional: These are likely internal categories. Will advice to check your form names or with your team for how they're grouped.

• Base URL: Refers to the page where the form was submitted (e.g. www.site.com/landing-page)—useful if you want to score based on conversion page.

• Email filters:

  • Email name: Internal name of the email

  • Email name at send time: The exact version sent (useful if renamed)

  • Campaign name at send time: Ties emails to a marketing campaign

When using filters like “contains any of,” it matches based on text strings in those fields.
Here's more documentation on the lead scoring tool: https://knowledge.hubspot.com/scoring/understand-the-lead-scoring-tool

Let me know if you'd like help setting up or reviewing your criteria!

Carolina De Mares

Brandgang

Goirkekanaaldijk 14

5046 AT Tilburg

[karstenkoehler · Accepted solution]

Hi @TTram,

HubSpot hasn't disclosed a reason for the two different groups but I would assume they're handled slightly differently in the background.

They are simply giving you different options to filter for, so you'd pick the one most suitable. If, for example, you're looking for a way to filter for form submission name like "Recent conversion" (contact property), you could use the new additional group.

(The main group does not allow for setting a filter for the form name such as "contains any of", you would have to select individual forms. So if you want to score all forms that have "Newsletter" in their name in the future, and not want to have to add each one individually, the additional group can solve for that.)

• Form submissions - Main
  • Base URL
  • Browser
  • City
  • Contact type
  • Content name
  • Content type
  • Country
  • Device name
  • Device type
  • Form name
  • Occurred at
  • Page title
  • Region
  • URL domain
  • URL path
  • User agent
• Form submisssions - Additional
  • Form name at submission time
  • Occurred at
  • Visitor type
    • Submissions from existing contacts
    • Submissions from new contacts
    • Submissions from visitors

The base URL should be the page the form was submittion on.

Regarding your last question and these filters...

• Email name
• Email name at send time
• Marketing campaign name at send time
• Occurred at
• Transactional email

... the different between "Email name" and "Email name at send time" is really just the "what's the (internal) name of the email now vs. what was it at the time of the sending". So it's giving your more options in case you've since renamed these assets. The same goes for the campaign. Here you might have re-assigned assets to other campaigns; HubSpot will only reference the (internal) name of the campaign asset at that time.

Best regards!

[CarolinaDeMares · Accepted solution]

Hi @TTram! Great to hear you’re diving into lead scoring.

• Form Submissions – Main vs. Additional: These are likely internal categories. Will advice to check your form names or with your team for how they're grouped.

• Base URL: Refers to the page where the form was submitted (e.g. www.site.com/landing-page)—useful if you want to score based on conversion page.

• Email filters:

  • Email name: Internal name of the email

  • Email name at send time: The exact version sent (useful if renamed)

  • Campaign name at send time: Ties emails to a marketing campaign

When using filters like “contains any of,” it matches based on text strings in those fields.
Here's more documentation on the lead scoring tool: https://knowledge.hubspot.com/scoring/understand-the-lead-scoring-tool

Let me know if you'd like help setting up or reviewing your criteria!

Carolina De Mares

Brandgang

Goirkekanaaldijk 14

5046 AT Tilburg