Scoring rules allow you to award or deduct points to your contacts based on their interactions with your content. While points can be managed directly within campaigns or via forms, you can also set up global rules for your entire instance.
This allows contacts to naturally accumulate points through their actions without needing to be part of a complex campaign workflow.
Creating a Global Scoring Rule
To set up global rules, follow these steps:
- In the left navigation menu, click on Points.
- Select Manage actions (Gestion des actions).
- Click the New button in the top right corner.
- In the configuration window, name your rule and set the number of points to award or deduct in the "Change points (+/-)" field.
Available Scoring Actions 📝
The "Action taken by contact" dropdown menu offers a wide range of interactions to trigger point awards. If you leave the selection fields blank, the rule will apply globally across all items (e.g., all emails or all forms).
- Email actions: Award points when an email is sent, opened, or when the contact clicks a link inside.
- SMS actions: Reward clicks made within your SMS campaigns.
- Form actions: Reward submissions of one or all forms.
- Resource actions: Grant points when contacts download your resources (e.g., whitepapers, brochures).
- Landing page actions: Track visits to your Automation landing pages or specific website URLs.
- Tip for URLs: You can use the
*character as a wildcard for "contains". For example,*yoursite*will target all pages containing that keyword, just like[www.yoursite.com/products/](https://www.yoursite.com/products/)*.
- Contact actions: Award points when a contact field value is modified automatically or manually.
- Third-party actions (e.g., Livestorm): Reward attendance at your webinars if you use integrated tools.
⚠️ Important regarding repetition: By default, global scoring rules only apply once per contact. If you want an action (such as submitting multiple different forms) to grant points every time it occurs, toggle the "Is repeatable" option in the right panel when creating the rule.
Setting Up Point-Based Triggers 🚀
Once your scoring strategy is established, you can automate actions when prospects reach a specific threshold (such as becoming a "hot lead"). This is managed using triggers.
Setting Up a Trigger
- In the left menu under Points, click on Manage triggers (Gestion des déclencheurs).
- Click New.
- Enter a name for your trigger and the minimum point threshold required to activate the events.
- Navigate to the Events tab and click Add an event.
Available Triggers and Their Functions ⚙️
Here is the list of automated actions you can trigger when a contact reaches the defined point score:
Extension triggers (CRM Synchronization) 🔄
- Add a contact to the integration: Automatically sends the contact to the default integration synced with your Automation instance.
- Send contact to Divalto: Pushes qualified contact details directly into your Divalto CRM.
- Send contact to Pipedrive: Transfers or updates contact data in Pipedrive.
- Send contact to Webmecanik Pipeline: Instantly pushes qualified leads into Webmecanik Pipeline for immediate sales follow-up.
Email triggers 📧
- Send an email: Triggers an automated email directly to the contact (ideal for special offers or loyalty rewards).
- Send an email to user: Sends an internal alert to an Automation user, the contact owner, or a custom email address (great for notifying sales representatives that a lead is ready for contact).
Campaign and contact organization triggers 📂
- Modify contact campaigns: Adds or removes the contact from specific automation campaigns.
- Modify contact segments: Moves contacts between segments to refine targeting.
- Modify contact tags: Adds or removes tags to streamline database classification.
By combining these rules and events, you can fully automate your lead qualification workflow! 🎉
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