Question

Lead Scoring

  • 8 September 2022
  • 1 reply
  • 7 views

 

Hi, I need a way to do lead scoring, so I can see which contacts have opened the most emails and prioritize them. I would just like to sort my contacts or leads by the number of emails opened


1 reply

Userlevel 6
Badge +5

Hi @smendoza, thanks for posting! If you’re on the Business tier, you can try our Lead Scoring feature. There are step-by-step instructions here.

From a high level, the Lead Scoring feature works by:

  • Allowing you to set scoring criteria based on opens/clicks in emails sent through Email Sequences, or visits to certain web pages
  • Storing each contact’s score in a custom field
  • Deducting points when they expire, so that the highest scores also represent current engaged leads instead of old ones

Then you can sort and filter your contacts based on their Lead Score.

I recommend you check out the instructions linked above to see how it works. 👍

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