The image above shows off our Hot Prospect Calculator, you can find it under:
Settings > Prospects > Hot Prospects
Engagement Points: The Hot Prospect Score is applied on top of our email-tracking functionality. Before, when a Prospect opened an email or clicked a link, you would have been notified. Now, the system will also mark that engagement against the Prospect for future reference. The 2 types of engagement we track are: Email Opens, Link Clicks.
- Calculation: If a prospect opens your email multiple times, they will receive points for each open, and the same applies to clicking links. You may assign any score you like to an engagement. The number is arbitrary, what is important however, is that you define an appropriate Threshold.
- Threshold: When a Prospect accumulates the defined number of points, the system will highlight them in the Prospects section as seen below. The highlight is only applied if the Threshold is reached within the last 15 days.
- Save: When you make changes to how the Calculator assigns points and highlights Prospects, be sure to save your preference with the button provided. The changes will be made in a few seconds.
In short, The Hot Prospects Calculator allows you to assign points and isolate those Prospects who are closer to buying than others. With this info, you can spend more time researching and personalizing your outreach to them.
Thank you for reading this article. Hot Prospects is currently in Beta. If you would like access to it or have any other questions, write to us at firstname.lastname@example.org. You can also use the in-app chat.