How do I set up scoring in my Webmecanik forms? – Webmecanik

📈 How to Assign Points Based on Form Responses

This documentation explains how to use form actions to dynamically assign points in Webmecanik Automation. This feature allows you to update contact scores based on the options selected in your forms (drop-down menus, radio buttons, checkboxes).

You can send this score directly to the contact's global points or to a specific point group.

🛠️ Prerequisites

Before you begin, ensure you have created the choice fields in your form that will serve as the basis for point calculation (such as Drop-down, Radio button, or Checkbox group fields).

🚀 Step-by-Step: Setting Up the Scoring Action

Step 1: Add the action to your form

Go to your form editor and click the Actions tab.

Add a new submission action and select Adjust contact points based on responses.

Step 2: Choose the point destination

Start by naming your action (e.g., "Final Score").

Next, in the Apply calculated points to drop-down menu, define where the points should be stored. You can choose to update standard contact points or target a custom point group (especially useful if you use Webmecanik Pipeline and want to keep different lead scores separate).

Step 3: Select the relevant form field

Click Add a field to display the configuration box.

In the drop-down menu, select the specific form field you want to score.

Step 4: Assign point values

Once you select your field, the window automatically displays all available response options configured for that field.

👉 Next step: Next to each listed option, enter the numerical value (number of points) you wish to assign when a contact selects that response.

💡 Concrete example: For a question like "How do you currently manage lead follow-ups?":

"Manually, using an Excel spreadsheet" = 1 point (Profile: Beginner)
"Using a standard CRM, manually" = 5 points (Profile: Intermediate)
"Partially automated based on behavior" = 10 points (Profile: Advanced)

Step 5: Save your configuration

Click Add at the bottom of the action window. Finally, click Apply, then Save & Close to save your form.

🎯 Use Cases and Best Practices

Lead Qualification (Direct Lead Scoring): Instantly evaluate lead maturity upon form submission (budget, project timeline) and feed your Webmecanik Pipeline point groups for your sales team.
Quizzes and Assessments: Build mini-tests or maturity assessments. The calculated score can trigger personalized automated emails with tailored recommendations based on the score achieved.
Cumulative Points: If a user selects multiple options in a "Checkbox group" field, points associated with each checked box will be added together automatically!