Lead Scoring block

The Lead Scoring block is a powerful tool for businesses to optimize their sales process by tracking and assigning points to leads.

Lead scoring is a powerful tool that can help businesses optimize their sales process by tracking and assigning points to leads based on how relevant they are to the product or service being offered. In this article, we will explore how the Lead Scoring block works and how to set it up effectively to get the best results.

The Lead Scoring block allows you to gradually assign points to users based on the rule sets you have created. This means that you can give more points to users who are more likely to convert into clients. To set up the Lead Scoring block, it's important to place it in your flow after you have asked all the necessary questions and obtained all the information you need from the user. This way, the block can use that information to score your leads.

Once you have placed the Lead Scoring block in your flow, you can create the variable you want associated with the score. Keep in mind that the score is in a number format. After creating the variable, you can set up the score assignment logic by creating a rule group. This is where you choose what your scores will be based on, using the different variables your bot has. To create useful rules, it's important to keep in mind what you're interested in learning about your customers.

To set up the rules calculation, you can choose the conditions you want to be met. For example, if the user's number of employees is between 20 and 50, you can add 20 points to their score. If their budget is between 100 and 500, you can add 20 points as well. However, if their budget is lower than 100, you may only add 10 points. In addition, if the lead's email contains Gmail.com or Yahoo.com, you may subtract 5 points from their score.

Once the Lead Scoring block has calculated the scores based on your rules, they will be saved under the variable you configured in the block. You can use a Conditions block right after your Lead Scoring block to split the flow based on the score. This allows you to take your leads via the green path if they have more than 30 points, and the users you are not interested in via the red path if their score is less than 30.I

n conclusion, the Lead Scoring block is a powerful tool that can help businesses optimize their sales process by tracking and assigning points to leads based on how relevant they are to the product or service being offered. By placing the Lead Scoring block in your flow correctly, setting up the rule group effectively, and creating a condition block to split the flow based on the score, you can get the most out of this tool and improve your sales performance.

00:00 Intro

00:32 How to create the lead scoring block

00:55 How to set it up

02:17 Different outputs of your block

02:58 Recap

Key takeaways

  • What's the Lead Scoring block
  • How to use the feature
  • What's the Lead Scoring block
How to use the feature