A Contact Engagement Score is a valuable tool for organizations to gauge the level of interaction and interest that a contact or lead has with their business. It is used to prioritize communication efforts, lead nurturing, and sales prospecting. Here's a breakdown of the components and purpose of a Contact Engagement Score:
Manage Scoring
Draft/Publish
By default, the score profile is in a draft state. However, once it is published, the score will be reflected for all the contacts. Publishing the score profile makes it active and applicable to all contacts or leads.
Edit Score Profile Name and Description
This feature allows users to customize the name and description of their score profiles to align them with their specific business needs and objectives. This customization ensures that the scoring system is tailored to the organization's unique requirements.
Rules and Score Builder:
- Rule Customization:
- Add or Subtract Points:
- Saving Changes:
Sorting and Filtering in Conversations:
- Score Display:
- Sort Contacts:
- Filtering Options:
In summary, a Contact Engagement Score is a dynamic metric that helps businesses assess and prioritize their interactions with contacts or leads. It is built on a foundation of customizable scoring profiles, and flexible rules, and provides visibility into contact scores for efficient sorting and filtering. This allows organizations to make informed decisions about their engagement strategies and allocate resources effectively based on contact engagement levels.