Skip to main content
All CollectionsCRM
Contact Scoring
Contact Scoring
V
Written by VipeCloud Developer
Updated over 6 months ago

Learn how to set up contact scoring and how to view your contacts based on their scores. This will help you to surface your hottest leads so you can maximize your sales efforts.

Transcript

0:01

hello vipers

0:02

let's discuss contact scoring

0:05

so contact scoring allows you to surface

0:09

and rank your most engaged contacts by

0:12

attributing points to their engagement

0:14

with your emails and with your website

0:17

as well

0:18

the goal of this is to help you

0:20

determine who might be a good prospect

0:23

to contact on a one-to-one basis

0:26

so this basically allows you to graduate

0:28

contacts from your marketing efforts and

0:31

then actually

0:32

hopefully add them to your sales efforts

0:35

as a result

0:36

so um

0:38

where you want to go for the settings

0:39

here

0:40

is in this upper right corner

0:43

and you can go to setup

0:45

and then go to contact scoring right

0:48

here under account setup

0:52

and so here you will see the various

0:54

engagement

0:56

that is available to you and the scores

0:59

for those for that engagement so you'll

1:01

see the contact scoring right here we've

1:03

got email opens that are worth one point

1:05

email clicks they're worth one point

1:07

and then bounces and unsubscribes

1:09

basically disqualifies the contact

1:11

because

1:13

they are showing a very low

1:15

amount of interest or just the inability

1:17

for you to even contact them in the

1:18

first place through email

1:22

now you'll note here as well that there

1:23

is a website tracker

1:25

just so you know that this is a an

1:27

enterprise only feature so if you're an

1:29

enterprise user this is available to you

1:32

if not then you can consider upgrading

1:34

if this is something that would be

1:36

useful for your marketing and sales

1:38

process

1:39

and what this does is is you can put a

1:42

tracker code

1:43

by using the service called iubenda

1:46

their tracker code as you can see right

1:47

here or the cookies cookie solution

1:49

which is what enables tracking is

1:51

available at no cost

1:53

and they are an excellent

1:56

vendor when it comes to ensuring that

1:58

things like this remain compliant

2:00

because that is important when anything

2:02

is involved with tracking

2:03

and

2:04

we can help you with getting this

2:06

tracker code into your website so that

2:08

when people click from an email to your

2:10

website a cookie is placed in their

2:12

browser

2:13

and then that allows vip cloud to track

2:15

what they're doing on your website and

2:17

then therefore those activities can have

2:20

points attributed to them with the

2:22

default being a single point per page

2:24

that they view

2:26

and so once you have the scoring all set

2:29

up in the way that you

2:30

like

2:31

then

2:32

you can view this by going to contacts

2:36

and then my active contacts

2:38

so here my active contacts

2:41

and this will

2:42

show every single contact

2:45

that is that has a score associated with

2:48

them

2:49

based on this particular parameter that

2:52

you can set of one day to 90 days

2:56

and so this then you'll see right here

2:58

there are scores

3:00

and

3:01

and then you can consider

3:02

what that scoring threshold is that you

3:05

need

3:05

for you to pick up the phone reach out

3:07

to them or

3:09

begin whatever your sales process is

3:12

now what we have just recently added

3:14

here as well

3:15

is the ability to add a scoring column

3:18

outside of just my active contacts so

3:20

let's say you have like a newsletter

3:22

list or something like that so we're

3:23

going to head over to

3:24

contact lists let's just go to this

3:27

example list right here

3:29

and

3:31

you know let's say this is your

3:32

newsletter list and you would like to

3:34

see like who are the contacts that are

3:36

engaging the most with this or even like

3:37

a a nurturing list that's also another

3:40

example where you might want to uh be

3:42

able to determine like really who are

3:44

those most engaged people who might be

3:47

worth contacting on a one-on-one basis

3:50

so you go to columns

3:53

and then add standard field

3:55

and i would just search for score

3:58

and here we go we can add 1 to 90 days

4:01

so let's say 30 days

4:04

and we could even reorder this if you'd

4:05

like

4:09

and so these particular contacts don't

4:11

have any score in the last 30 days but

4:13

if they did this is what you would this

4:14

is where you would see it

4:16

so hopefully this helps let us know if

4:17

you have any questions about anything

4:19

here we would be more than happy to help

Did this answer your question?