Lead Scoring in ActiveCampaign [Full Tutorial With Examples]

[@TeamTutorsgg]

You're one of the few people who is on their way to mastering the "give value" first concept Recommendation: Add timestamps to provide even more value Thanks Max!

[@maxvcollenburg]

Thanks for the kind words! On new videos, I almost always include timestamps 😄

[@devistudios407]

Thank you Max. This is an excellent video! I started with the ActiveCampaign documentation, and this video helped fill in a lot of gaps.

[@maxvcollenburg]

Happy to hear the video helped! 😄

[@ducatibas]

Haha max. Ik ben recent overgestapt op AC en heb dus veel van je video's gekeken de afgelopen tijd. Dacht nu: ff onderzoek doen naar lead scoring. Zou ik Max weer bovenaan YT vinden? En ja hoor. Goed bezig met YT man. Video's zijn top :-)

[@CappieGaming]

Super helpful ! Thanks for sharing so much value ! :)

[@maxvcollenburg]

Glad it was helpful! 😄

[@CappieGaming]

Hey, for the 1st Engagement score, the trigger for you is "In list : Main list". But what if I have a lot of different lists ? For example if a contact signs up for a webinar, I have a list for that. Or if they download an ebook, I have another list for that. Do I have to create the firsts engagement score for each of these lists ?

[@maxvcollenburg]

​@@CappieGaming - that doesn't really matter. I set up a contact score rule because you need to have at least one, I like it better to score in the automations itself. But I would not recommend using so many lists, as it makes things messy quickly. It's much better to use tags or custom fields for such things. I created a video about lists, maybe that's helpful: kzbin.info/www/bejne/mKHTeI2ia61nbdk I hope that helps 🙂

[@CappieGaming]

@@maxvcollenburg Thanks for your answer I will watch your other videos :-)

[@maxvcollenburg]

Ok! Let me know if you come across any other questions 🤗

[@jeanhdr1777]

so much value!! thank U so much! can you make a video about webinar because I strugle with fields, tag and the automation!

[@maxvcollenburg]

Happy to hear you like it! And great suggestion, will write it down!

[@znowstorm]

Hey Max! Do you have a video about PLUS plan features? I'm trying to sort out our CRM in combinations with Deals! Can't find the right super valueable tutorial of yours :D

[@brandongarland1841]

Where can you view each contact's individual lead score?

[@royhall1183]

Love your videos, Max. Can you do one on automation deals? I am having trouble with that. Thanks

[@maxvcollenburg]

Glad you like them! And great idea, I'll write it down 🤗

[@nelinedeleva4379]

Great video, Max! Thank you for the added value! Quick question from me: why do you give a customer 100 points?

[@maxvcollenburg]

Hey Neli! It's just a value I give people who trusted me enough to make a purchase. So instead of opening an email (2 or 5 points), they complete a much bigger action (making a purchase). But do what works best for you! Some other people add 1000 points or none at all.

[@nelinedeleva4379]

@@maxvcollenburg thanks! Yeah, I have seen that before and I always struggle to see the real reason behind it.

[@darciayur]

Hey bro! Long time! Im actually looking to adjusting the settings now im getting too many emails. How do I keep the lead scoring but STOP all the emails i get on scoring??

[@pm6341]

Is there a way of exporting contacts and their current scores? I tried the webhook but it only showed fields

[@scottpalindrome2901]

Hi Max! I've built several automations just like your example by using "Not currently in automation", selecting the exact same automation from the dropdown, and waiting an hour. For some reason, it's not preventing contacts from entering the automation time and time again. For instance, my test account is currently listed in the queue 3 times for "Wait for 1 hour(s)" because I clicked on the same link three times within a few minutes. I ended up getting points added to my account every time. Any idea why it's not preventing this from happening? Thanks in advance!

[@andreashuygen6410]

Hey Max, isn't lead scoring also possible for explicit scoring in ActiveCampaign? Like I want to develop a lead-scoring model for a digital marketing agency, then explicit scoring is also important for us. Is this possible with ActiveCampaign or do you can only work with implicit scoring? Thank you in advance.

[@therearenonamesleft_]

Hi Max, I have a question. I have been trying to score the "total visit site" with different %. 10,30 and 60% But it doesnt track really. Do you have any tips and tricks?= ) Can we have all the three triggers for the three different percent we would like to track or should we just have one?

[@kylecoats8544]

Another great video! I've implemented all these but got to thinking how to update a list retroactively? Like a one-time event where you update their score based on say the past 5-6 months. This would show a more relevant lead score for an older list vs starting from scratch. Thoughts?

[@maxvcollenburg]

Unfortunately I don't think it's possible to update it retroactively 🙁

[@kylecoats8544]

@@maxvcollenburg oh bummer. Thanks. Just to double-check 🙃 there's no way to find out which contacts have clicked a link in any email in the previous 6 months? (As an example?)

[@maxvcollenburg]

@@kylecoats8544 yes, you can check if they have clicked ANY link inside ANY campaign. But you can't really tell how many links they clicked 🤷‍♂

[@adrinfathollahi9356]

How do I sync the scoring points from AC with salesforce? :)

[@maxvcollenburg]

I don't have experience with salesforce, sorry!

[@lauragiacomuzzi3204]

Hey ! Thanks for your video, it helped me very much :) I just have one question about what you've explained concerning the trigger "contact visits [...]'s page and is not currently in automation [...]" to avoid the fact that each time that the person is refreshing the page, it will add point to its engagement score. I would like to be sure if the segmentation "not currently in automation" will not prevent the score of a person returning a second time after an hour on the page in question from increasing ? Thks in avance for your answer !!

[@N.a.syed.]

Hi Laura, the segmentation "not currently in automation" will end after one hour. Therefore, the same contact can enter after one hour and have their score increased. Max also mentioned that full automation is set to 'run multiple times' for each contact. If you want them to only enter once, change this to 'once' 6:33. Furthermore, why would you want to deprive your contact with a higher score? They're returning and their score should reflect their behaviour for you to segment efficiently. Hope this answers your question.

[@lauragiacomuzzi3204]

@@N.a.syed. Thanks al lot for your answer, everything is clear now !!

[@byBorges]

I would love to know what you did at Post contact info to https //

[@maxvcollenburg]

Here Cesar! Where in the video did you see that? Do you mean the deadlinefunnel webhook?