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'''Navigation:''' [[Main_Page]] > [[Contacts]] > [[Scoring]] > Contact Scoring
'''Navigation:''' [[Main_Page]] > [[Contacts]] > [[Scoring]] > Contact Scoring


= Contact Scoring in ActiveCampaign =
== How long does Contact Scoring take? ==


== Introduction ==
Contact scoring is an essential feature in ActiveCampaign that allows businesses to evaluate and understand the engagement level and value of their contacts based on their interactions with emails, websites, and other channels. This scoring helps businesses prioritize leads, tailor their marketing efforts, and ultimately improve conversion rates. Understanding how long it takes for contact scoring to process is crucial for effectively utilizing this feature.
'''Contact Scoring''' is a feature within ActiveCampaign that allows users to create a numerical value assigned to contacts based on specific criteria. This scoring system is essential for evaluating and prioritizing leads, ensuring that your sales team focuses on the highest quality opportunities. With no maximum limit on score values, businesses can tailor their scoring processes to best fit their unique needs.  


Contact scoring becomes crucial as it helps businesses identify engagement levels, tailor marketing strategies, and optimize conversion rates. By effectively managing and understanding contact scores, teams can enhance their sales processes and increase overall efficiency.
=== Introduction ===
 
When you set up a '''Contact Score''' in ActiveCampaign, you need to be aware of the time it takes for the system to calculate and apply these scores to your contacts. This guide provides insights into the duration required for initial scoring and ongoing updates, ensuring that you can manage your marketing strategies more effectively based on the contact scores.
== How to Access This Feature ==
To access the Contact Scoring feature in ActiveCampaign, follow these steps:


=== How to Access Contact Scoring ===
To access the '''Contact Scoring''' feature within ActiveCampaign, follow these steps:
1. Log in to your ActiveCampaign account.
1. Log in to your ActiveCampaign account.
2. From the left menu, click on '''Contacts'''.  
2. Navigate to the '''Contacts''' section in the main menu.
3. In the dropdown, select '''Scoring'''.
3. Select the '''Scoring''' submenu to find options related to contact scoring.
 
This will take you to the main scoring page, where you can create and manage your contact scores.
 
== Step-by-step Instructions ==
 
=== Creating a Contact Score ===
To create a contact score, follow these detailed instructions:


1. Click on '''Contacts''' > '''Scoring''' on the left menu.
=== Step-by-Step Instructions ===
2. Click the '''Add New Score''' button.
Setting up '''Contact Scores''' initially requires a few steps:
3. In the modal window that appears, select the '''Contact score''' option.
4. Provide a descriptive name for your score in the designated field and enter a brief description.
5. Click the '''Add New Rule''' link to create a scoring rule.
6. The '''segment builder''' will open. Click the left-most field to access a dropdown of categories to create conditions for distributing points (e.g., award 10 points if a contact clicks on a link in any campaign).
7. Add more conditions if necessary by clicking '''Add another condition'''.
8. Once all conditions are set, click the '''Save''' button.
9. You’ll see a line stating "Add 10 points", click this to modify the point distribution.
10. To configure an expiration for the points, click the line that says "Never." Setting points to expire is particularly useful for engagement scores to ensure they remain relevant.
11. When all rules and configurations are set, click the '''Active''' button to activate your score.


=== Adjusting Repeating Point Values (Dynamic Scoring) ===
1. **Create your contact scoring criteria:** Define which actions and interactions will contribute to a contact's score.
To create a dynamic contact score allowing continuous point adjustments, follow these steps:
2. **Initial setup:** Once you establish your scoring criteria, the initial calculation may take up to several hours.


1. Click on '''Automations''' in the left menu.
It is vital to allow sufficient time for this process to complete. The system will process the scores and apply them to your contacts based on the defined criteria.
2. Click '''New Automation'''.
3. Choose '''Start from scratch'''.
4. Add a start trigger relevant to your desired behavior.
5. Set the "Runs" option of the trigger to '''Multiple Times''', ensuring points are distributed whenever the conditions are met.
6. Click '''Save'''.
7. In the action modal, select '''Adjust score''' from the '''Contacts''' section.
8. Choose the specific score to adjust and define the point impact (add, reduce, or set to a specific value).
9. Utilize the '''Expires''' setting to indicate when points should drop off.
10. Name your automation and click '''Active''' to turn it on.


=== Examples of Automation Triggers for Score Adjustments ===
3. **Regular updates:** After the initial calculation, the scoring system will run checks on your contacts every 12 hours. During these checks, it updates contact scores based on any new interactions or changes in engagement.
- '''Unsubscribes''' trigger to remove points when a contact unsubscribes.
- '''Open/reads an email''' for points each time an email campaign is opened.
- '''Web page is visited''' to distribute points for individual web pages accessed.
- '''Field changes''' to add points based on specific selections during form submissions.
 
== Configuration Options and Settings ==
In the Contact Scoring feature, users can configure several aspects while creating and managing scores:


- **Static Scoring**: Awards points once per contact based on rules set.
=== Configuration Options ===
- **Dynamic Scoring**: Allows points to be adjusted iteratively through automations.
When setting up your '''Contact Score''', consider the following configuration options:
- **Expiration Setting**: Defines if and when points should expire to maintain relevant scoring.
- **Actions:** Specify which contact actions should increase or decrease their scores.
- **Custom Rules**: Utilizes the '''segment builder''' for highly tailored scoring conditions.
- **Weights:** Assign different scoring weights to various actions based on their significance.
 
- **Engagement criteria:** Determine the key behaviors that indicate high engagement from contacts.
These options enhance the overall utility of contact scoring, making it a flexible tool for effective lead management.


== Best Practices and Tips ==
Understanding these options allows for tailored scoring that aligns with your marketing objectives.
- Regularly revisit and refine scoring criteria to adapt to evolving market conditions and customer behaviors.
- Use scoring in tandem with automations to ensure timely follow-ups and nurture leads effectively.
- Monitor scores over time for predictive modeling, helping forecast potential revenue based on lead quality.
- Utilize engagement scores to guide marketing actions, ensuring efforts are directed towards contacts likely to convert.


== Common Use Cases with Examples ==
=== Best Practices ===
- **Lead Prioritization**: Focus on contacts scoring above a certain threshold, ensuring the sales team concentrates on high-quality leads.
To maximize the effectiveness of your contact scoring:
- **Engagement Tracking**: Use scores to identify unengaged contacts and introduce them to nurturing automations for re-engagement.
- Regularly review and adjust your scoring criteria based on performance outcomes and business goals.
- **Revenue Forecasting**: Apply scoring data to predict future sales based on lead behaviors and engagement levels.
- Ensure that all team members are aware of how scoring influences lead prioritization.
- Monitor the results of your contact scoring to identify trends and areas for improvement in your engagement strategies.


== Troubleshooting ==
=== Troubleshooting ===
If you are having issues with Contact Scoring, consider the following:
While using the '''Contact Scoring''' feature, you may encounter issues such as delays in scoring updates. Here are a few troubleshooting tips:
- Check if the initial setup is still within the expected processing time (up to several hours).
- Ensure that your scoring criteria have been saved correctly.
- If scores aren't updating after 12 hours, contact ActiveCampaign support for assistance.


- Ensure that the score is activated before use, especially for dynamic scoring.
=== Related Features ===
- Confirm that your rules are correctly set up and conditions are valid.
- For further understanding, consider reviewing the article on [[Lead Scoring]] which provides more insights into scoring methodologies and best practices.
- Check if the expiration settings are correctly configured, as contact engagement may shift over time.


== FAQ ==
=== FAQ ===
=== 1. What is contact scoring? ===
'''Q1: How long does it take for the contact scores to be calculated initially?'''
Contact scoring is a numerical system used to prioritize and evaluate the quality of leads based on specific engagement criteria.
A1: Initially, it may take up to several hours for the system to calculate and apply the contact scores.


=== 2. Is there a maximum value for contact scores? ===
'''Q2: How often are the contact scores updated after the initial setup?'''
No, there is no maximum limit on score values in ActiveCampaign.
A2: The scores are updated every 12 hours after the initial calculation.


=== 3. Can I create multiple contact scores? ===
'''Q3: Can I customize the scoring criteria?'''
Yes, you can create an unlimited number of scores within your ActiveCampaign account.
A3: Yes, you can customize the criteria for scoring by defining actions and assigning weights.


=== 4. What is the difference between static and dynamic scoring? ===
'''Q4: What happens if my contact scores are not updating?'''
Static scoring awards points once per contact, while dynamic scoring allows points to be added or subtracted multiple times based on behavior.
A4: If your contact scores do not update as expected, ensure setup is correct and wait the appropriate time; otherwise, contact support.


=== 5. How do I adjust a contact's score dynamically? ===
'''Q5: Is contact scoring available on all ActiveCampaign plans?'''
You need to create an automation that runs multiple times and adds or subtracts points each time a specific behavior occurs.
A5: No, the '''Contact Scoring''' feature is available only on the Plus, Pro, and Enterprise plans.


=== 6. Can I use scoring to identify engagement with new customers? ===
'''Q6: How do I set up scores for my contacts?'''
Yes, tracking engagement scores can help you manage new customers and provide them with the necessary information to prevent cancellations.
A6: You can set up scores by accessing the '''Contacts''' and then the '''Scoring''' section in your ActiveCampaign account.


=== 7. What happens to points awarded if the contact's engagement decreases? ===
'''Q7: What types of actions can contribute to a contact's score?'''
If configured, points can expire after a specific period, ensuring that the score reflects current engagement levels.
A7: Actions such as email opens, link clicks, website visits, and more can contribute to a contact's scoring.


For more information and details, consider exploring additional resources or attending ActiveCampaign workshops on the topic.
By understanding how contact scoring works, you can better tailor your marketing efforts and improve your engagement with leads.
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Latest revision as of 13:27, 3 November 2025

``` Navigation: Main_Page > Contacts > Scoring > Contact Scoring

How long does Contact Scoring take?[edit | edit source]

Contact scoring is an essential feature in ActiveCampaign that allows businesses to evaluate and understand the engagement level and value of their contacts based on their interactions with emails, websites, and other channels. This scoring helps businesses prioritize leads, tailor their marketing efforts, and ultimately improve conversion rates. Understanding how long it takes for contact scoring to process is crucial for effectively utilizing this feature.

Introduction[edit | edit source]

When you set up a Contact Score in ActiveCampaign, you need to be aware of the time it takes for the system to calculate and apply these scores to your contacts. This guide provides insights into the duration required for initial scoring and ongoing updates, ensuring that you can manage your marketing strategies more effectively based on the contact scores.

How to Access Contact Scoring[edit | edit source]

To access the Contact Scoring feature within ActiveCampaign, follow these steps: 1. Log in to your ActiveCampaign account. 2. Navigate to the Contacts section in the main menu. 3. Select the Scoring submenu to find options related to contact scoring.

Step-by-Step Instructions[edit | edit source]

Setting up Contact Scores initially requires a few steps:

1. **Create your contact scoring criteria:** Define which actions and interactions will contribute to a contact's score. 2. **Initial setup:** Once you establish your scoring criteria, the initial calculation may take up to several hours.

It is vital to allow sufficient time for this process to complete. The system will process the scores and apply them to your contacts based on the defined criteria.

3. **Regular updates:** After the initial calculation, the scoring system will run checks on your contacts every 12 hours. During these checks, it updates contact scores based on any new interactions or changes in engagement.

Configuration Options[edit | edit source]

When setting up your Contact Score, consider the following configuration options: - **Actions:** Specify which contact actions should increase or decrease their scores. - **Weights:** Assign different scoring weights to various actions based on their significance. - **Engagement criteria:** Determine the key behaviors that indicate high engagement from contacts.

Understanding these options allows for tailored scoring that aligns with your marketing objectives.

Best Practices[edit | edit source]

To maximize the effectiveness of your contact scoring: - Regularly review and adjust your scoring criteria based on performance outcomes and business goals. - Ensure that all team members are aware of how scoring influences lead prioritization. - Monitor the results of your contact scoring to identify trends and areas for improvement in your engagement strategies.

Troubleshooting[edit | edit source]

While using the Contact Scoring feature, you may encounter issues such as delays in scoring updates. Here are a few troubleshooting tips: - Check if the initial setup is still within the expected processing time (up to several hours). - Ensure that your scoring criteria have been saved correctly. - If scores aren't updating after 12 hours, contact ActiveCampaign support for assistance.

Related Features[edit | edit source]

- For further understanding, consider reviewing the article on Lead Scoring which provides more insights into scoring methodologies and best practices.

FAQ[edit | edit source]

Q1: How long does it take for the contact scores to be calculated initially? A1: Initially, it may take up to several hours for the system to calculate and apply the contact scores.

Q2: How often are the contact scores updated after the initial setup? A2: The scores are updated every 12 hours after the initial calculation.

Q3: Can I customize the scoring criteria? A3: Yes, you can customize the criteria for scoring by defining actions and assigning weights.

Q4: What happens if my contact scores are not updating? A4: If your contact scores do not update as expected, ensure setup is correct and wait the appropriate time; otherwise, contact support.

Q5: Is contact scoring available on all ActiveCampaign plans? A5: No, the Contact Scoring feature is available only on the Plus, Pro, and Enterprise plans.

Q6: How do I set up scores for my contacts? A6: You can set up scores by accessing the Contacts and then the Scoring section in your ActiveCampaign account.

Q7: What types of actions can contribute to a contact's score? A7: Actions such as email opens, link clicks, website visits, and more can contribute to a contact's scoring.

By understanding how contact scoring works, you can better tailor your marketing efforts and improve your engagement with leads. ```

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