Lead score management, editing lead score values.

Lead score is the process of assigning a points value to the actions your contacts take. This helps you quickly identify how warm a lead is. The Force24 platform applies lead score automatically when a contact performs the action, then removes it 30 days later.

How lead score points work

Each action that awards lead score points stays active for 30 days. Each action expires on its own schedule, 30 days after it happened.

For example, if actions A and B each award 2 points:

  • Day 0: the contact has 0 points.
  • Day 1: Action A is taken, bringing their score to 2 points.
  • Day 4: Action B is taken, bringing their score to 4 points.
  • Day 31: Action A expires, reducing their score to 2 points.
  • Day 34: Action B expires, bringing their score back to 0 points.

Force24 allows you to apply lead score values based on the following engagements:

  • Email opens
  • Email/SMS clicks
  • Web page visits
  • Repeat web page visits
  • High value page visits
  • Goal URL visits

To view your lead score settings, go to the 'Account Settings' page:

Scroll down to the section titled 'Lead Scoring':

Here you will see the values that were set up with your account.

TIP: To keep the focus on web engagement, give lower value actions, such as email opens, lower scores. Your Force24 Account Manager can advise on the best approach.

To edit these values, select the pen and paper icon in the top right of the section:

In edit mode, you can change any of the values:

When you have finished, click the 'Update' button below:

Please note: changes to lead score values only apply to future engagement. Existing lead scores stay as they were, based on the values in place when they were calculated.

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If you have any questions, contact us through the live chat at the bottom right of your Force24 platform. Our team is happy to help whenever you need it.