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This article covers:
Lead scoring in Outfunnel
With Outfunnel you can score your lead behavior based on their:
CRM activities that have been added by marketing or sales (ie meetings, webinar attendance, SMS, etc.).
This helps to get a 360 view of your leads and create a score that uses both marketing and sales data.
Main use cases for lead scoring
Surface the hottest leads so that the sales team can focus on the leads that have the highest likelihood of converting into an opportunity. For example, you could create a call list in the CRM based on the highest lead scores and assign it per rep
Initiate email campaigns for leads based on their lead score. For example, if a lead is still cold but is showing some signs of life then it may make sense to add them to a special nurturing sequence with a call-to-action to book a call with your sales team.
Automate actions in your CRM to save time and optimize processes. For example, you could set up notifications for the sales team or automate deal movement between stages based on their lead score
Send the hot leads to a Facebook audience and display ads to convert them into an opportunity
Apply negative points for leads that bounce, unsubscribe or visit a disqualifying page on your website (ie careers)
How to set up Lead scoring
Head over to the Lead scoring menu in Outfunnel
Activate the CRM recording which will create a new person field and start populating the scores (the field is created when the first contact is scored)
Set up rules for email, web, and CRM engagement. Please ensure that your CRM and marketing tool are connected and that the web tracking snippet is installed to create the respective rules
Define the score expiry. Once an event is older than the configured expiry date it gets deducted from the score. We recommend setting the expiry a bit longer than your regular sales cycle.
There are lots of lead scoring models out there, but if you need some guidance on what type of engagement constitutes a stronger buying signal feel free to reach out. In general, we’d suggest attributing the highest score to Page visits, then email clicks, then email open and negative scores to bounces, unsubscribes, and disqualifying pages on your website (ie careers page). With CRM activities, we recommend scoring marketing engagement like webinar attendance.
Score email opens
Score email clicks
Score email bounces
Score email unsubscribes
Web visit scoring
Score all URLs
Score specific URLs
CRM activity scoring
Score any activity in your CRM (ie webinar attendance, SMS, etc.) (✨ available on Professional plan and above or as an add-on)
CRM field scoring
Score any person field in your CRM (ie industry, employee size, etc.) (✨ available on Professional plan and above or as an add-on)
Score calculation and CRM lead score field update
Outfunnel initiates the score calculation 10 minutes after you've created or changed a rule. Score updates are pushed to the CRM instantly after an engagement occurs but depending on the number of score changes it may take some time to update all contacts. If you don't see updated scores in 30 minutes, please reach out to us.
Here's an example scoring scenario
Let's assume that you have a rule that assigns 5 points if a contact clicks on an email link and 10 points if they attend a webinar. Contacts get scored once the event happens so, in a scenario where the contact clicks on a link in two unique emails and attends a webinar, they would have a score of 15 points.
This is then synced to the Person object Lead score field in the CRM and looks like this:
Lead scoring in Pipedrive
Lead scoring in Copper
Now that the score is safely in your CRM, you or your sales team can use this to filter contacts based on their score, and focus on the highest-scoring leads first, taking away the guesswork and saving time.
Tips, observations, and useful definitions
💡It's also possible to reset a lead score. Read more.
💡 Advanced lead scoring coming soon, allowing you to score more events and apply more conditions. Reach out to us to tell share your use case.
💡 Lead score update interval. Score updates are pushed to the CRM instantly but depending on the number of score changes it may take some time to update all contacts. If you don't see updated scores in 30 minutes, please reach out to us.
💡 Copper filter options don't show up lead score field by default. In order to make the Lead Score field show up in the filtering options, it needs to be manually added:
Settings > Customize > Manage Fields on Records > Edit Custom Fields > Edit Lead Score to include Filters