The Modify Contact Engagement Score action enables you to adjust a contact’s engagement score based on their interactions and behaviors. This score is typically derived from factors such as email opens, clicks, website visits, and engagement with marketing materials. Add the relevant triggers that best suit your needs, then add the action to your workflow.

Action Name #

Update the name of the action to accurately reflect its intended purpose.

Adjustment #

When modifying the engagement score, you can choose to either increase or decrease the score based on the contact’s level of interaction. Increasing the score reflects strong engagement, such as frequent email opens, clicks, or website visits, indicating a higher likelihood of conversion. Conversely, decreasing the score is appropriate for contacts with minimal interaction or declining engagement, signaling a lower probability of conversion.

Points #

Enter the number of points by which the engagement score should be adjusted. This supports lead prioritization and enables the tailoring of follow-up strategies based on real-time engagement data.

By modifying the engagement score, you can better identify high-potential leads and prioritize follow-up efforts to optimize conversion rates.

Frequently Asked Questions #

What does the Modify Contact Engagement Score action do? #

It adjusts a contact’s engagement score within a workflow, based on the interactions and behaviors that indicate how engaged the contact is.

What factors typically influence the engagement score? #

The score is usually derived from interactions such as email opens, clicks, website visits, and engagement with marketing materials.

Can I both increase and decrease the score? #

Yes. You can increase the score to reflect strong engagement or decrease it for contacts with minimal or declining interaction.

How do I set how much the score changes? #

Enter the number of points in the Points field to define how much the engagement score should be adjusted.

Why would I adjust an engagement score? #

Adjusting the score supports lead prioritization, helping you identify high-potential leads and tailor follow-up strategies based on real-time engagement data.

How do I label the action clearly? #

Update the Action Name to accurately reflect the purpose of the score adjustment within your workflow.