Lead Scoring & Qualification Tiers - Phase 2: Scoring & Decay Logic

Structured AI → Lead Scoring & Qualification Tiers Phase 2: Scoring & Decay Logic

 

Lead Scoring & Qualification Tiers - Phase 2: Scoring & Decay Logic

Estimated Time

~15 minutes

Current Phase

Phase 2 of 3

What You'll Accomplish

• This tutorial explains how to configure lead scoring signals and decay logic.

Before you begin — open your account
This is a hands-on, learning-by-doing session. Open app.structured.ai in your browser and log in to your Tenant Account so you can follow along and apply each step in real time.

Direct Links to the Next Phases in this Training Series

This module is part of a 3-part series. Each session builds on the last, and reviewing them in order ensures you don't miss any critical steps and get a complete understanding of the workflow.

Phase 1 Purpose & Framework	Start Training ➡
Phase 2 Scoring & Decay Logic	Current Phase ✔
Phase 3 Qualification Tiers	Start Training ➡

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Follow Our Step-By-Step Training

1. Introduction

In the Lead Scoring Signal Configuration process, you assign specific point values to various actions that leads take. This involves evaluating the significance of each action in the context of your sales or marketing goals and determining how much weight it should carry in the overall lead score. 

By carefully assigning points to these actions, you can prioritize leads more effectively, focusing your efforts on those who demonstrate the highest level of engagement or interest. This approach helps in identifying the most promising prospects, enabling your sales team to allocate resources efficiently and increase the chances of successful conversions.

 

2. Adjust Slider for Email Opens

Adjust the slider for the score given for email opens.
 

 

3.Adjust Slider for Email Clicks

Adjust the slider for the score given for email clicks.
 

 

4. Adjust Slider for Page Visits

Adjust the slider for the score given for email page visits.
 

 

5. Modify Lead Scoring Parameters

And the same for form submissions. Each action progressively increased point value with Form submissions being the highest.
 

 

6. Adjust Lead Score Decay Rule

To keep scores accurate, configure Inactivity Decay to automatically reduce points when a lead goes quiet, preventing stale leads from cluttering a partners lead dashboard.
 

The upcoming video provides a detailed demonstration on how to set up qualification tiers effectively. It will guide you step-by-step through the entire process, explaining the necessary configurations and settings required to establish different levels of qualifications. 

By watching this video, you will gain a clear understanding of how to organize and categorize qualifications into distinct tiers, enabling better management and assessment of qualifications within your system. This tutorial is designed to help you implement qualification tiers seamlessly, ensuring that you can optimize your workflow and maintain a structured approach to qualification management.

You've Completed Phase 2 - Move to Phase 3 →