The image above shows off our Lead Scoring feature, you can find it under:
Settings > Prospects > Hot Prospects
- Enable Hot Prospect Score: The first switch in the module will turn the feature off or on. Please allow a few seconds after activation for score to be calculated and applied to your Prospect database.
Engagement Points: The Hot Prospect Score is applied on top of our email-tracking functionality. When a Prospect opens an email or clicks a link within one, not only will you be 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.
- Opened an Email / Clicked a Link: 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 module collects points or 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 Feature 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 email@example.com. You can also use the in-app chat.