How do I set up scoring in my Webmecanik forms?

This documentation guides you through using the field type "Score selon les réponses" (Score based on answers) within your Webmecanik Automation forms. This feature enables you to dynamically assign points based on user selections (Lists, radio buttons, and checkboxes) and map the cumulative score directly to the contact's profile.

The score can be entered in the contact records, in the “Points” field or in a custom field of the “Number” type.

🛠️ Prerequisites

Before beginning, ensure you have configured the following:

1. A custom field of type "Number" at the contact profile level (e.g., Lead Score) to store the calculated total score.

2. The choice fields inside your form (List, Radio buttons, or Checkbox group) that will serve as the baseline for scoring.

🚀 Step-by-Step Configuration

Step 1: Add the Score Field to Your Form

1. Navigate to your form editor and open the Fields tab.

2. Click the Add a new field dropdown menu.

3. Select Score based on answers.

Step 2: Map the Field to the Contact Profile (Mapping)

To ensure the calculated score is saved to the lead record and not lost upon form submission:

1. Inside the field configuration window, go to the Contact Profile tab.

2. In the Matching Field option, select the custom Number field you created during the prerequisites (e.g., Lead Score).

Step 3: Define Points Assignment

Once the "Score based on answers" field is active, the Properties tab automatically detects and lists all available options from the eligible choice fields in your form:

• Lists 

• Radio buttons 

• Checkbox groups 

👉 Action Required: Next to each detected answer option, input the numerical value (the number of points) you wish to allocate.

💡 Practical Example:

If your form includes the question "What is your company size?":

• Less than 10 employees = 1 point

• 10 to 50 employees = 5 points

• More than 50 employees = 10 points

Step 4: Save and Publish

Click Apply within the field settings, then click Save & Close on the form editor to push your updates live.

🎯 Key Use Cases & Best Practices

• Instant Lead Qualification (Direct Lead Scoring): Seamlessly evaluate prospect fit and sales readiness (e.g., budget size, project timeline) immediately upon form submission.

• Quizzes and Assessments: Build tests, evaluations, or grading forms. The resulting total score can be targeted via automated campaigns to trigger tailored email tracks based on their performance bracket.

• Cumulative Point Logic: If a user selects multiple options within a checkbox group, the system automatically sums up the points assigned to each checked box.