If you want to find out which contacts and companies that's shown the most interest in your brand and what marketing efforts that created the most traction, the Upsales Marketing Score System will give you great insights. The Leads list and Marketing board are both use marketing score as their main metric. This is a great place to view what's going on in your different marketing channels.
How marketing scoring works
Whenever a contact interacts with your brand by visiting your website, opening and clicking emails, filling out your forms and viewing or clicking your online ads a marketing score is set. How much each interaction is worth is individual for each Upsales account.
There are three different types of scoring for emails;
- When a contact opens an email
- Clicks a link in an email
- Unsubscribes from future email campaigns.
Clicking a link is often scored higher than opening the email and unsubscribing is usually a negative value.
Which email campaign is my highest scoring one?
Metrics often used when evaluating email campaigns is open and click rate. To sort your email campaigns on how many contacts opened the email head to the email campaign list, click the column header called 'Opened' and the list is now sorted on the number of contacts that opened your email campaigns.
Unlike the scoring for emails, this scoring is set individually for each form you create. When a contact fills out one of your forms it's usually a pretty good signal for interest and it should, therefore, be set a bit higher than the email scoring.
What form has the most submits?
In the list of forms, you can find a column called 'Submits'. Clicking this one will sort all your forms based on how many contacts that have filled them out.
Scoring website visits
For the scoring to work you first need to have the Upsales website visit tracking script applied to the pages, you want to track. With this active, all page visits are imported to Upsales.
Much like forms, all web pages can be scored individually. By default, the score for a page visit is set to 1p. We do have some recommendations to make your list and report a bit easier to interpret:
- Increase the scoring the deeper your pages are located, or perhaps even better: how much a visit to the page is connected to actually wanting to require your services. Visiting your pricing page might be a stronger signal than another page.
- Don't score your homepage: it's not a great sign for actual interest, and most web crawler services will take up a lot of space in your lists.
- Don't track visits on internal pages like intranets or login pages, this will only clutter your statistics.
Note! Adjusting the score for a webpage will only affect future visits.
Where do I adjust the scoring for my webpages?
The scoring for pages is set inside Settings > Marketing Automation > Site visits. Here, you can also view the total amount of page visits your pages have gotten.