Using Lead Scoring in Automation

Setting Lead Action Rules for Visual Workflows

To set a lead action rule to visual workflows, do the following:

1. Click Automation > Visual Workflows in the left toolbar.
   
   
   

    

2. Create a new workflow or edit an existing visual workflow.  
   
   
   

    

3. Click + Add under Start or under an applicable workflow branch and select either Trigger or Filter, depending on your needs.
   
   

    

4. Click the Lead category.
5. Select the has the lead score trigger type.
   
   

    

6. Enter the desired Lead Score.
7. Select the desired Comparison.
8. Click OK.
   
   

    

9. Complete the workflow with other triggers, filters, delays, or actions.
   
   

    

Setting Lead Action Rules for New Lists

To set a lead action rule to new automaton lists, do the following:

1. Click Lists in the left toolbar. 
   
   
   

    

2. Click Create List to create a list, or click     Settings >  Change List Settings to edit a rules-based list.
   
   
   

    

3. Configure an initial rule or create an additional rule.
   
   

    

4. Click the Lead category.
5. Select has the lead score.
   
   

    

6. Enter the desired lead score in the When a contact has the lead score field.
7. Select the desired conditional value from the conditional drop-down menu.
8. Click Save.