Prerequisite:
Know how to use workflows, otherwise, back to square one!
Understanding the logic of scoring in Plezi
What's that?
The "Scoring" block adds points to all contacts in the workflow that go through this step.
This action allows you to change the score of your contacts without having to do it manually.
Here are some examples of what you could do:
Demographic scoring: give more points to your persona or business email addresses;
Forwarding: pass on a large number of contacts to your CRM, or only those that are of priority to your sales people (for example, prospects with an imminent project).
Behavioural scoring: give more points to your contacts at the end of the workflow to signal their commitment.
Here's how we use it at Plezi:
1. A workflow that adds 5 points to contacts whose email is professional:
The list contains the following conditions:
2. A workflow that adds 10 points to the contacts that meet our persona criteria. For example, Function = Marketer or Company Manager.
3. A workflow adding 20 points to contacts validating criteria from our commercial BANT. For example, Timeline = Immediate Project (which is a field used in our evaluation phase forms).
How to use it?
Place the block in your workflow, following an Action, List or Condition block ;
Configure the block by adding the desired number of points and giving a label to easily recognize the reason for adding points.
3. Finally, don't forget to link your Score block to the next element (if there is one)!
Tips & Tricks:
Adding points via a workflow triggers actions via APIs such as MQL alerts, Zapier links or the bi-directional Plezi - CRM connector ;)
The scoring block is made to add points: therefore, it is not possible to score negatively ;
In the contact form, this action will appear in the event history as a manual score addition so that you don't lose track of the actions taken! Don't forget to give it a label to better know why you decided to give this score!