-- If you need a full run down on Contact Scoring in Hatchbuck, check out this article

Contact Scoring is a really helpful tool to measure engagement levels of your prospective clients. There are scoring options already configured in the database to get you going, but if you would like to give the contact's extra points based on a SPECIFIC form fill-out or link click, you can do that from the Automation screens throughout the app.

When you set up: 

  • Emails
  • Online Forms
  • Webpage Tracking
  • Campaigns
  • Tag Rules

You have the option to Trigger Automations based on people's behavior in each with each of these features. Adjusting the Contact Score is one of those options.

Here are a couple of examples:

Increasing Contact Score Within a Campaign: This would be a great idea if you assume that anyone who makes it through your Prospecting Campaign should be given points.

Increasing Contact Score With a Link Click: Let's say you have an extremely important PDF or Link within your email. You may consider adding points to your contacts that engage, so you filter by your most engaged contacts.

Other areas you may increase a Contact Score:

  • If you have an online form that is requesting information about your specific product(s) - you may want to boost the contact score of contacts who fill out the form.
  • If there is a webpage that is important (ex: pricing page)  - you may want to increase the contact score on the contact.