Mautic Community Forums

What's an effective lead scoring system to use?

I know it’s going to vary a lot depending on the business and what you want to achieve, but is there a recommended format/system for scoring leads? What system works for you?

I know it’s going to vary a lot depending on the business and what you want to achieve, but is there a recommended format/system for scoring leads? What system works for you?

My (very basic) customer journey is: “a lead visits 3 sites, registers for one white paper, downloads it, opens another email which is sent later and visits another 1 site”. I reflected this in my scoring system

  • initial score: 0 points
  • email open: 1 point
  • services page visit: 2 points
  • asset download: 3 points
  • threshold: 15 point (because sometimes email opens are not tracked)

Ideally I would use an initial score of 15 and a threshold of 30, but an initial score is not possible at the moment.

Here is an interesting article about scoring: https://www.drip.com/blog/best-practices/what-is-lead-scoring/

My system is based on this article. However, I adjusted the threshold because my site did not generate that much traffic initially.