Create a HubSpot Lead Scoring Property
RevBlack
54 steps
4 minutes
HubSpot
1
Navigate to HubSpot
2
Click "Lead Scoring"
3
Click "Create score"
4
Click on the type of score you'd like to create.
5
Click "Create"
6
Click "Add event group"
7
Click "Add event criteria"
I will add marketing email criteria as an example
8
Type "email"
9
Click "Marketing Email"
10
Click "Select Event"
11
Click "Opened email"
Steps 12-18 demonstrate how to set frequency, filters, or timeframes. Note! You will not be able to use the score decay on this group if you set any of these filters.
12
Click "Add frequency"
13
Click "Exactly"
14
Click "Between"
15
Click this number field to update the frequency.
16
Click this text field and update the point value.
17
Click this icon.
18
Click this text field to update the point values for everything above the range you've set.
Steps 19-23 demonstrate how to configure score decays.
19
Click "OFF"
20
Click the reduce by dropdown.
21
Select the amount of decay that should occur at the specified time-frame.
22
Click "3 months" to set the cadence at which the decay should occur.
23
Select a time-frame.
24
Click "Add event criteria"
25
Click "Select Event"
26
Click the event you'd like to track.
27
Update the point values.
28
Click "Add event criteria" to add additional criteria.
29
Select the next event to track.
30
Click "Add" in order to swap to "Subtract"
31
Update the point value.
32
Click "Add event group"
We are repeating steps 7-16 here but with Ads.
33
Click "Add event criteria".
34
Click "Ads"
35
Click "Select Event"
36
Click "Ad interactions"
37
Click this text field to update the point value.
38
(Optional) Click this text field to set a score limit.
39
Click this dropdown to update the total score limit for all groups.
Steps 40-42 show how to limit the lead score to only apply to a specific subset of contacts.
40
Click "Contacts"
41
Click "Select contact lists"
42
Click here.
Steps 43-45 walk through how to update the name of the property that stores the score value on the contact object.
43
Click "Settings"
44
Click the "Property label" field to update the property name.
45
Click here to update the API name. Must be all lower-case with no spaces.
Steps 46-51 walk through setting score thresholds.
46
Click "Score thresholds"
47
Click the "Property label" field to update the name of this threshold.
48
Click here to update the API name of the threshold.
49
Click these text field to update the thresholds for "High", "Medium", and "Low".
In step 50 we are updating the name of the lead score that displays when you click into the "Lead Scoring" tab in HubSpot.
50
Click here.
Steps 51-53 show how to activate the score.
51
Click "Review and turn on"
52
Click "Turn on"
53
Click "OK"
54
Review this page for additional information and reporting related to the lead score you just created. Clicking "action" will allow you to clone or delete the score.
Create a HubSpot Lead Scoring Property
RevBlack
54 steps
4 minutes
HubSpot
1
Navigate to HubSpot
2
Click "Lead Scoring"
3
Click "Create score"
4
Click on the type of score you'd like to create.
5
Click "Create"
6
Click "Add event group"
7
Click "Add event criteria"
I will add marketing email criteria as an example
8
Type "email"
9
Click "Marketing Email"
10
Click "Select Event"
11
Click "Opened email"
Steps 12-18 demonstrate how to set frequency, filters, or timeframes. Note! You will not be able to use the score decay on this group if you set any of these filters.
12
Click "Add frequency"
13
Click "Exactly"
14
Click "Between"
15
Click this number field to update the frequency.
16
Click this text field and update the point value.
17
Click this icon.
18
Click this text field to update the point values for everything above the range you've set.
Steps 19-23 demonstrate how to configure score decays.
19
Click "OFF"
20
Click the reduce by dropdown.
21
Select the amount of decay that should occur at the specified time-frame.
22
Click "3 months" to set the cadence at which the decay should occur.
23
Select a time-frame.
24
Click "Add event criteria"
25
Click "Select Event"
26
Click the event you'd like to track.
27
Update the point values.
28
Click "Add event criteria" to add additional criteria.
29
Select the next event to track.
30
Click "Add" in order to swap to "Subtract"
31
Update the point value.
32
Click "Add event group"
We are repeating steps 7-16 here but with Ads.
33
Click "Add event criteria".
34
Click "Ads"
35
Click "Select Event"
36
Click "Ad interactions"
37
Click this text field to update the point value.
38
(Optional) Click this text field to set a score limit.
39
Click this dropdown to update the total score limit for all groups.
Steps 40-42 show how to limit the lead score to only apply to a specific subset of contacts.
40
Click "Contacts"
41
Click "Select contact lists"
42
Click here.
Steps 43-45 walk through how to update the name of the property that stores the score value on the contact object.
43
Click "Settings"
44
Click the "Property label" field to update the property name.
45
Click here to update the API name. Must be all lower-case with no spaces.
Steps 46-51 walk through setting score thresholds.
46
Click "Score thresholds"
47
Click the "Property label" field to update the name of this threshold.
48
Click here to update the API name of the threshold.
49
Click these text field to update the thresholds for "High", "Medium", and "Low".
In step 50 we are updating the name of the lead score that displays when you click into the "Lead Scoring" tab in HubSpot.
50
Click here.
Steps 51-53 show how to activate the score.
51
Click "Review and turn on"
52
Click "Turn on"
53
Click "OK"
54
Review this page for additional information and reporting related to the lead score you just created. Clicking "action" will allow you to clone or delete the score.
