Contact Scoring

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How long does Contact Scoring take?

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

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

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

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

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

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

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

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

FAQ

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. ```