Contact Scoring

hello vipers

let's discuss contact scoring

so contact scoring allows you to surface

and rank your most engaged contacts by

attributing points to their engagement

with your emails and with your website

as well

the goal of this is to help you

determine who might be a good prospect

to contact on a one-to-one basis

so this basically allows you to graduate

contacts from your marketing efforts and

then actually

hopefully add them to your sales efforts

as a result

so um

where you want to go for the settings

here

is in this upper right corner

and you can go to setup

and then go to contact scoring right

here under account setup

and so here you will see the various

engagement

that is available to you and the scores

for those for that engagement so you'll

see the contact scoring right here we've

got email opens that are worth one point

email clicks they're worth one point

and then bounces and unsubscribes

basically disqualifies the contact

because

they are showing a very low

amount of interest or just the inability

for you to even contact them in the

first place through email

now you'll note here as well that there

is a website tracker

just so you know that this is a an

enterprise only feature so if you're an

enterprise user this is available to you

if not then you can consider upgrading

if this is something that would be

useful for your marketing and sales

process

and what this does is is you can put a

tracker code

by using the service called iubenda

their tracker code as you can see right

here or the cookies cookie solution

which is what enables tracking is

available at no cost

and they are an excellent

vendor when it comes to ensuring that

things like this remain compliant

because that is important when anything

is involved with tracking

and

we can help you with getting this

tracker code into your website so that

when people click from an email to your

website a cookie is placed in their

browser

and then that allows vip cloud to track

what they're doing on your website and

then therefore those activities can have

points attributed to them with the

default being a single point per page

that they view

and so once you have the scoring all set

up in the way that you

like

then

you can view this by going to contacts

and then my active contacts

so here my active contacts

and this will

show every single contact

that is that has a score associated with

them

based on this particular parameter that

you can set of one day to 90 days

and so this then you'll see right here

there are scores

and

and then you can consider

what that scoring threshold is that you

need

for you to pick up the phone reach out

to them or

begin whatever your sales process is

now what we have just recently added

here as well

is the ability to add a scoring column

outside of just my active contacts so

let's say you have like a newsletter

list or something like that so we're

going to head over to

contact lists let's just go to this

example list right here

and

you know let's say this is your

newsletter list and you would like to

see like who are the contacts that are

engaging the most with this or even like

a a nurturing list that's also another

example where you might want to uh be

able to determine like really who are

those most engaged people who might be

worth contacting on a one-on-one basis

so you go to columns

and then add standard field

and i would just search for score

and here we go we can add 1 to 90 days

so let's say 30 days

and we could even reorder this if you'd

like

and so these particular contacts don't

have any score in the last 30 days but

if they did this is what you would this

is where you would see it

so hopefully this helps let us know if

you have any questions about anything

here we would be more than happy to help