Scoring

Question 1

What does a score measure?

Answer 1

Engagement of prospects with marketing materials and measures interest

Question 2

How do scores work?

Answer 2

Automatically assigned when a visitor converts to a prospect and scores change constantly based on activities and interactions

Question 3

How do you edit scoring rules?

Answer 3

Admin > Automation Settings > Scoring

Changes ARE retroactive

Question 4

Are there default scoring rules?

Answer 4

Yes

Question 5

How can scores be changed by automation rules?

Answer 5

Automation rules can decrease or increase prospect scores, or reset scores to zero. Ex. if prospect requested demo, add 50 points

Question 6

How can scores by changed by forms/form handlers?

Answer 6

scores can be customized by designating an Adjust Score completion action on step 4 of the Form Wizard

Question 7

How can engagement programs change scores?

Answer 7

Scores can be increased or decreased using an action in Engagement Studio

Question 8

Best practice for setting up a scoring model?

Answer 8

Use default first, then pick a future time to re-evaluate. Ask sales team about the quality of leads to help adjust the model.

Question 9

What are scoring categories?

Answer 9

Used to score prospects on more than one product or business unit. Assigned to a folder. Syncs every 15 min.