Getting Started With Enquire MAP Lead Scoring Software
Lead scoring in Enquire MAP is a powerful subsystem that allows the User to customize lead scoring to fit their particular sales/marketing model.
Basics
Lead scoring for any contact is a number between 0 and 100 (the lowest being zero, and the highest being 100). The lead score accumulates and is reduced either by:
- Manually editing the lead score on a contact
- Automatically as the prospect engages with marketing assets
The concept is simple: As a contact engages, the lead score can potentially go up or down.
Basic Concepts:
- Contact Lead scores are between 0 and 100
- Lead scores are a calculated total of individual history transaction scores (including modifiers; see score multipliers below)
- Lead scores can be manually adjusted
- Lead score changes are not stored, only the current total for a contact is available
- Organization lead scores are an aggregate average of the organization accumulation
In Enquire MAP, anything a prospect does that is tracked will create a Contact History object. All contact history objects can be viewed on a contact's timeline. Each history item creation can have an impact on the lead score.
The lead score accumulates as the prospect engages with assets (and hence creates scored contact history items). The basic process of lead scoring in Enquire MAP is based on a default set of lead scores assigned to each contact history item. The defaults can be viewed in the lead score admin page, navigating to Administration > Lead Scoring > Default Lead Scores section. To change the default history lead scores, click on the number to edit the element.
Lead Score Erosion
There is a concept of lead score erosion which can be used to penalize a prospect if they stop engaging with the marketing assets. The erosion is a constant downward pressure on the lead score to ensure the most currently and consistently active prospects maintain a higher lead score.
Please Note: The erosion is applied to the score on the configured time interval. In the above example, the lead score of all contacts will decrease by 1 every week.
Lead Score Contextual Multiplier
The lead score can be adjusted based on a contextual multiplier.
Please Note: The score of a current history item is multiplied by the queried multiplier when the history item is created.
Lead Score Workflow Action
Type: Action
Visibility: Auto responders, Drip/Nurture Campaigns, Lead Processing Workflows
Functionality: This action will add/subtract the configured value from the in-process contact's lead score. Lead scores cannot go over 100, or less than zero.
A lead score can be adjusted using a workflow action. The lead score for the prospect being processed by the workflow will have the configured amount added/subtracted when processed by the Lead Score Workflow Action.
Referencing Lead Score in Workflow Decisions, Segments, and Audiences
In the context of a workflow process, the User can query based on a lead score.
Type: Decision
Visibility: Auto responders, Drip/Nurture Campaigns, Lead Processing Workflows
Functionality: This is a full query decision with a time element. The User has full access to all contact meta-data/attributes and contact histories. If the query is true at the time of execution, the true path is followed.
Example or Relevant query:
A marketing agency partner is best suited to consult on strategy on using this functionality. Feel free to reach out to the dedicated Enquire Account Manager or Enquire MAP Support team for further assistance.