Lead Scores

What is a Lead Score?

A Lead Score is a numerical value used in sales and marketing to assess the likelihood of a lead (a potential customer) becoming a paying customer. It helps prioritise leads based on their level of interest, engagement, or fit with the product or service being offered.

How to Use Lead Scores in Simplero

You can add triggers that increase someone’s lead score after they perform a specific action (such as purchasing a product, subscribing to a list, etc). You define the actual value that you give to each action. It requires a mix of data, intuition, and refinement over time and it will depend on what is important for your business. 

Here’s how to do it:

1. Select Contacts >> Lists or Sales >> Products from your Simplero dashboard

2. Head to the Content tab

3. Scroll down to the Triggers section and press the blue + Add Trigger button

4. Choose the Event you want the trigger to fire for (ie. when Participant: Activated)

5. Select Adjust lead score as the action

   • Enter a positive amount to increase the score, and a negative amount to decrease it

6. Give it an explanation and press the blue Create trigger button:

NOTE! Don’t forget to press the Save changes button after this, if you added the trigger to a Product or a List under the Content tab:

Other actions you can add a trigger to that will increase their lead score:

• Completing a Course Lesson

• Registering and/or Attending an Event

• Submitting a Worksheet and/or Survey

• Scheduling a 1:1 Session (via a Scheduling Link)

• Joining a Site

• Clicking a Link in an Email

• Selecting an Option on a Form

• And more!

Once you’ve added the trigger(s) that increase or decrease someone’s lead score after they perform certain actions, you can now target and re-target those leads using Global Triggers. For example, you can add a trigger when someone goes above or below a lead score:

That way you can drop them into a sales funnel or re-engage with them if their lead score starts to drop.

Here’s our guide on how to use Global Triggers to accomplish this.

Happy lead score-ing!