Add lead scoring
It would awesome if there was a way to assign points to prospective clients so we can score them. Points can be earned with visits to the website, downloading content to the website, filling out forms, etc.
This would allow us to determine which leads of ours are the "hottest."
The Change Score action is now available – see http://autopilotdev.tumblr.com/post/153875264483/update-november-30-2016.
Note that I have seeded a new idea based on the comments section of this idea for lead score degradation: https://autopilothq.uservoice.com/forums/284270-autopilot-feedback-forum/suggestions/17290445-add-lead-score-degradation. Please vote there if you’d like to see that feature added.
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Anonymous commented
This is the only thing keeping me from buying. Would love to see this added.
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Samantha Lee commented
http://blog.autopilothq.com/inside-autopilot-beta/ check this video about his thoughts on lead scoring.. or read this: https://www.linkedin.com/pulse/6-ways-drive-qualified-leads-without-lead-scoring-guy-marion
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Andy Morris commented
maybe have a way of creating fields that are like excel formulas and can change values based on events and factor in aging for events.
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Mike Kampff commented
Absolutely agree. This is a "killer feature" for marketing automation, and literally could be a deal breaker for me if I find another software that offers it.
In my situation, I have almost 50k contacts, and want to keep the database clean by removing leads that are simply not engaging with us at all.
"Scoring" sounds great, but maybe there's a simpler initial implementation of just some additional condition types in the journey design, based on aggregated contact behavior.
I would want to design journeys to do things like:
- Remove contacts that have not opened / clicked an email in over X days (I'd want this journey to run repeatedly on a schedule - daily or weekend for example)
- Add a Salesforce task or send a notification if a contact has visited the website on more than X unique sessions or has viewed more than X pages within the last X days. This is completely possible with the data already being collected about each contact
- Add a Salesforce task or send a notification if a contact visits the same page on the website more than X times within the last X days. This shows repeated interest in that page's content, and I'd want to reach out with a call to talk about that page's product. -
Anonymous commented
This would make the product a game changer in its class and a no brainier add on to salesforce for the SME that doesn't want to go wholehog hub spot / pardot / etc.
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Anonymous commented
I second this.
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Josh commented
you would also need to add on a calculation for how many points they should lose a day as a person that got 300 points in 30 days and now is 1 year later are no longer worth 300 points but like 0 :).
That is something to take into consideration when doing lead scoring.