Lists, Lead Scoring & Workflows

Nadine_N
投稿者

Reset Lead Score

解決

Happy Thursday!

Our website is down due to issues with the website tool. What else is new with HubSpot!

I was wondering if any of you found a way to reset the leads score.

Thanks

1件の承認済みベストアンサー
Phil_Vallender
解決策
最優秀メンバー | Diamond Partner
最優秀メンバー | Diamond Partner

Reset Lead Score

解決

Hi @Nadine_N

 

Sorry to hear your website is down. I'll check in with HubSpot at INBOUND today about any current CMS availability issues. 

 

There is no way to reset lead score however as all the rules are constantly recalcualated. You can remove all the rules and start over with zero scores of course, but you cannot reset the score while your rules are still present. 

 

You could create a large negative rule that sets the lead back significantly when the meet a new condition, but you would then need sufficient additional positive point rules for them to attain the target level. 

 

I hope this gives you some ideas. 

Phil Vallender | HubSpot Website Agency

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jschroeffel
投稿者 | Platinum Partner
投稿者 | Platinum Partner

Reset Lead Score

解決

I think i may have found a workaound solution here

  • Setup a workflow to move your score field to another field.  "Temporary Score"
  • In my case, if a lead's score goes to -150, i want to "reset" that user to 0.  So when my HS score goes to -150, I move it to my "Temporary Score" field
  • Then back in your score field, If "Temporary Score" is -150, then add +150 to score.  Voila my score is back to zero and the next contact activity starts fresh

 

VLiu
メンバー

Reset Lead Score

解決

This sounds like a very clever way. Do you mind to elaborate how to "move" your score field to another field? Do you mean just copy the value? Another question is how do you know what value to add back since lead score varies by contact ? Lasty, since Hubspot score field is a read only field, do you use "Temporary Score" as source of truth going forward?

0 いいね!
GameChangerShri
メンバー

Reset Lead Score

解決

Let me know your exact requirement so that we can address specifically

ernopyykko
トップ投稿者

Reset Lead Score

解決

We're just about to build up a new lead scoring model. In the conversation ran into the challenge which comes with not being able to reset the lead score. 

0 いいね!
Phil_Vallender
解決策
最優秀メンバー | Diamond Partner
最優秀メンバー | Diamond Partner

Reset Lead Score

解決

Hi @Nadine_N

 

Sorry to hear your website is down. I'll check in with HubSpot at INBOUND today about any current CMS availability issues. 

 

There is no way to reset lead score however as all the rules are constantly recalcualated. You can remove all the rules and start over with zero scores of course, but you cannot reset the score while your rules are still present. 

 

You could create a large negative rule that sets the lead back significantly when the meet a new condition, but you would then need sufficient additional positive point rules for them to attain the target level. 

 

I hope this gives you some ideas. 

Phil Vallender | HubSpot Website Agency
EllenSmoley
参加者

Reset Lead Score

解決

Hi Phil, 

 

Are you aware of an update to this? Is it possible to reset a score back to 0 for a group of leads (for example, all leads who have a lead status of recycled)? 

 

Thank you! 

Nadine_N
投稿者

Reset Lead Score

解決

Hi Everyone,

I redesigned our lead scoring, tearing the old model and starting from scratch.

Now, I use 2 models:

One model is scoring profile only and the other one is scoring engagement.

My engagement scoring is time-based, meaning that after a certain time has passed, the score degrades itself. In order to make this work, I created a date stamp for all my offline activities.

DM me to disucss your specifics.

Best of luck

Nadine_N
投稿者

Reset Lead Score

解決

Thanks @Phil_Vallender

0 いいね!