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Using Lead Scoring in Automation

Article: 000050345
Updated: July 26, 2024

Lead scoring rules can be used in automation workflows or lists. In turn, these workflows or lists can be used as either a trigger or filter to create a lead action.

This article will provide information on how to use lead scoring in both. 


Article Contents

 
Users:
Administrators 
Company Managers 
Marketing Managers 
Sales Managers  
Salespersons  
Jr. Salespersons  


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.

    Click Automation then Visual Workflow

     

  2. Create or edit a visual workflow

    Create New Workflow

     

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

    Click circled plus sign

     

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

    Click the Lead Category from the left

     

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

    Click the blue OK button

     

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

    Click the circled plus sign to add to the workflow

     



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. 

    Click Lists in the left toolbar

     

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

    Click a list or edit an existing list

     

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

    Click Create a new rule

     

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

    Select the has the lead score trigger

     

  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.

    Enter lead score and condition then click the blue Save button

     

 


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