Contact Scoring: Difference between revisions

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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 in ActiveCampaign is a powerful feature that enables users to evaluate and prioritize the quality of their leads. By assigning numerical values to contacts based on their interactions and characteristics, businesses can identify high-potential leads that are most likely to convert. This strategic insight can greatly enhance your marketing and sales processes, ensuring that your team concentrates efforts where they matter most.


A contact score is derived from one or more rules that award or deduct points from contacts when certain conditions are met. For example, a contact might earn 10 points for signing up for a newsletter and another 10 points for purchasing a product, resulting in a total score that reflects their engagement level. Understanding and implementing contact scoring can provide a clearer understanding of customer behavior and readiness to purchase.
=== 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 ==
=== How to Access Contact Scoring ===
To begin using contact scoring, navigate to the '''Contacts''' section on the left menu of your ActiveCampaign dashboard. From there, select the '''Scoring''' option. This will take you to the relevant page where you can manage your contact scores and set up rules.
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 ==
=== Step-by-Step Instructions ===
Creating and adjusting contact scores involves the following steps:
Setting up '''Contact Scores''' initially requires a few steps:


=== Creating a Contact Score ===
1. **Create your contact scoring criteria:** Define which actions and interactions will contribute to a contact's score.
1. Click '''Contacts''' on the left menu, then select '''Scoring'''.
2. **Initial setup:** Once you establish your scoring criteria, the initial calculation may take up to several hours.  
2. Click the '''Add New Score''' button.
3. In the modal window, choose the '''Contact score''' option.
4. Enter a descriptive name for your score and describe its purpose in the provided fields.
5. Click the '''Add New Rule''' link to create a scoring rule.
6. The segment builder will open; select conditions for awarding points. For instance, clicking the left-most field allows you to define criteria such as earning 10 points for clicking any link in a campaign.
7. After setting conditions, click '''Save'''.
8. Modify points to be distributed by clicking on "Add 10 points".
9. If you wish to set an expiration for the score, click on the line of text that says '''Never''' to set the period after which points will expire.
10. Finally, click the '''Active''' button to activate your score.


=== Adjusting Dynamic Scores ===
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.
1. Navigate to '''Automations''' on the left menu.
2. Click '''New Automation'''.
3. Select '''Start from scratch'''.
4. Add a start trigger: choose the appropriate trigger to adjust the score.
5. Ensure the "Runs" setting is changed to '''Multiple Times''' so points can be frequently adjusted.
6. Click '''Save'''.
7. In the action modal, add a score adjustment by selecting '''Contacts''' and then '''Adjust score'''.
8. Specify whether to add, reduce, or set a specific value for the score, and enter the number of points.
9. Use the '''Expires''' option to define when the points should drop off if necessary.
10. Name your automation and activate it.


=== Beginning Automations Based on Scores ===
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.
1. From the Automations overview page, click '''New Automation'''.
2. Choose the '''Start from Scratch''' option, then click '''Continue'''.
3. Select the '''Score Changes''' trigger to initiate automations based on score thresholds.


== Configuration Options and Settings ==
=== Configuration Options ===
When configuring contact scores, you'll encounter several options:
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.


* **Score Name**: A descriptive title for the score.
Understanding these options allows for tailored scoring that aligns with your marketing objectives.
* **Score Description**: Details about what the score reflects.
* **Rules**: Conditions that define how points are awarded or deducted.
* **Points Expiration**: Found under the setting labeled '''Never'''—it governs whether and when points will expire.
* **Active Status**: A toggle to activate your score for use in dynamic scoring.


Understanding these options is crucial for creating effective scoring models tailored to your business needs.
=== Best Practices ===
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.


== Best Practices and Tips ==
=== Troubleshooting ===
To optimize the use of contact scoring, consider these best practices:
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.


* **Use Clear Criteria**: Define scoring rules that are straightforward and directly tied to key behaviors indicating engagement and interest.
=== Related Features ===
* **Monitor Regularly**: Keep an eye on your contact scores and adjust criteria as necessary to reflect changes in customer behavior or market conditions.
- For further understanding, consider reviewing the article on [[Lead Scoring]] which provides more insights into scoring methodologies and best practices.
* **Leverage Automations**: Integrate scoring with automations that trigger based on score thresholds to streamline follow-up efforts and enhance engagement.
* **Utilize Expiration Wisely**: Set expiration on points to ensure that scores reflect current engagement levels; old scores may mislead your assessment of contact interest.
* **Conduct Regular Assessments**: Periodically review the effectiveness of your scoring system to ensure it aligns with your marketing and sales goals.


== Common Use Cases with Examples ==
=== FAQ ===
Contact scoring can be applied in various scenarios, including:
'''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.


* **Identifying Potential Leads**: Use scores to pinpoint contacts showing interest but not yet engaged in your sales funnel.
'''Q2: How often are the contact scores updated after the initial setup?'''
* **Tailoring Automation**: Create automations that send targeted content when a contact reaches a specific score, such as a promotional offer for those who view product pages.
A2: The scores are updated every 12 hours after the initial calculation.
* **Engagement Monitoring**: Assess the engagement of new customers, moving them into nurturing automations if they demonstrate low interaction.
* **Forecasting Sales**: Use aggregated scores to predict revenue and adjust strategies based on where leads fall within your funnel.
* **Reactive Marketing Strategies**: Adapt your outreach based on scores, being more aggressive with highly engaged contacts ready to purchase.


== Troubleshooting ==
'''Q3: Can I customize the scoring criteria?'''
Common issues that arise include:
A3: Yes, you can customize the criteria for scoring by defining actions and assigning weights.


* **Score Not Updating**: Ensure the automation being used is active and correctly configured to run multiple times.
'''Q4: What happens if my contact scores are not updating?'''
* **Unexpected Score Changes**: Double-check scoring rules and conditions to confirm they are correctly applied.
A4: If your contact scores do not update as expected, ensure setup is correct and wait the appropriate time; otherwise, contact support.


If issues persist, refer back to the configuration steps or reach out to ActiveCampaign 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.


== FAQ ==
'''Q6: How do I set up scores for my contacts?'''
''What types of plans include contact scoring?''  
A6: You can set up scores by accessing the '''Contacts''' and then the '''Scoring''' section in your ActiveCampaign account.
Contact scoring is available on the Plus, Pro, and Enterprise plans.


''Can contact scores be retroactive?''  
'''Q7: What types of actions can contribute to a contact's score?'''
Yes, once created, contact scores are retroactive.
A7: Actions such as email opens, link clicks, website visits, and more can contribute to a contact's scoring.


''Is there a limit to how many scores I can create?''
By understanding how contact scoring works, you can better tailor your marketing efforts and improve your engagement with leads.
No, there is no limit to the number of contact scores you can create in your account.
 
''What is the difference between static and dynamic scoring?''
Static scoring runs once per contact based on rules, while dynamic scoring adjusts points each time a contact meets specified conditions through automations.
 
''How do I adjust points for repeating behaviors?''
Use automations configured to run multiple times and include an action to adjust the contact score.
 
''Can I expire points awarded for certain actions?''
Yes, points can be set with expiration dates based on your engagement strategies.
 
For additional resources, sign up and explore ActiveCampaign workshops to enhance your understanding of features like contact scoring.
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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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