The marketing score system is used for the Marketing Board and the Leads list to help you learn which contacts and companies have shown the most interest in your brand and which marketing efforts are creating the most traction.
You can define your scoring for different types of activities:
- Website visits
Once you’ve installed the website visit tracking script to the web pages you want to track, all page visits are added to Upsales and any contacts and companies in your Upsales database will be identified.
Your administrator sets the score for your web pages individually on the Website visits settings page.
Since you can define different scores for individual pages, we have some recommendations that may help you interpret the score that companies and contacts earn by visiting your web pages.
- Don’t score your home page. Visits to your home page are typically not a great sign for actual interest. You may end up with leads that are actually web crawler services.
- Don’t score internal pages. Your intranet or log in pages will only clutter your lead and marketing board statistics.
- Do increase scoring earned by type of page. Define a higher score for pages deeper into a visit, or for pages with a high correlation of leading to sales. For example, if a visit to your pricing page is a better signal of interest than a visit to another page, give the pricing page a higher score.
Note! Adjusting the score for a web page only affects future visits, not those already recorded.
You can set the scoring for three types of email activities:
- When the contact opens the email
- When the contact clicks a link in the email
- If the contact unsubscribes from future email campaigns
You’ll want to give the unsubscribe action a negative score.
The click action should receive a higher score than the open action.
You can sort your Email Campaigns list (on the Opened column) to view which email campaign is generating the highest score.
The scoring for a form is defined when you create or edit the form actions.
Since a contact filling out a form is usually a pretty good signal for interest, the scoring you choose for forms may be higher than you set for opening emails.
You can sort your Forms list (on the Submits column) to view the form that is generating the most submits.
The scoring for an event is defined when you create the event. You can assign one score for when contacts register for the event, and a different score for when the contact is checked in for the event.