Here, you will see 4 tabs:

• Scoring Rules: This allows you to specify  events that indicate contact interest (e.g. visiting your website, opening a specific email, etc)

• Scoring Models: This allows you to assign numerical scores to the events specified in “Scoring Rules”, for example, I might give someone who lives in my area, opened a promotional email, and clicked on the link within the email a score of 50.

• Score Depreciation: This will allow you to specify how much a contact’s score will decrease due to inactivity.

• Triggers: This allows you to specify which scores indicate high and low levels of interest.
  

Scoring Rules 

Creating a Scoring Rule (Contacts, Users, and Assets)

To create a scoring rule, click on the “Scoring Rules” Tab, and then click “Create”

Choose the type of media that you wish to make a lead scoring rule for.

• Email: allows you to create scoring rules for web materials created in Bridge

• Web: allows you to create scoring rules for web materials created in Bridge

• Form: allows you to create scoring rules for forms created in Bridge

• Ext. Sites: allows you to make rules for websites not created in Bridge

• Ext. Links: allows you to make rules based on links embedded in other media (such as blog posts or email)

• Data: allows you to make rules based on the data of your contact records

For this tutorial, we will select “Email”.

The “Activity” menu has two options:

• Any Activity: assigns a score to your contacts if any emails sent to them are opened.

• Specific Activity: only assigns a score if they opened up an email that you specified.

For this tutorial, we will select “Specific Activity".

Use the “Email Activity Type” drop-down menu to select the rule on which your scoring would be based. For this tutorial, we will select “Any of the following emails opened”. Because the selected activity type says “Specific Activity”, we need to select a specific email media. To do this, click on the “Manage Selected Items” link.

elect all emails that you wish the rule to apply to, and then click “Done”.

In this example, a contact would get a score if he or she opened any one of the three emails selected.

NOTE: As of August, 2023 you can now score users based on the following activities or attributes:

1. Email
   
2. Web (Landing pages and Websites)
   
3. Print (PDF)
   
4. Playbooks
   
5. Powerpoint presentations 
   
6. eBooks
   
7. Forms
   
8. External site links (website tracking code activity)
   
9. External links (trackable links)
   
10. User data (basic)
    
11. Certifications
    
12. Onboarding playbooks
    
13. Marketing playbooks
    
14. Engagement scores
    
15. User Groups
    
16. Organization record data (basic)
    
17. Organization record data (additional)
    
18. User Contact Custom data
    
19. User activities
    
20. Organization groups
    
21. Drip campaigns
    
22. External data
    
23. Social media (Likes and Comments)
    
24. Redeem requests 
    
25. Learning Management
    

Editing a Scoring Rule

To delete a rule, click on the three-dot icon, and then click on the trash icon.

Scoring Models

Creating a Scoring Model

To create a scoring model, click on the “Scoring Models” tab, and then click on the “Create” button.

This will bring up a new menu called “Lead Scoring Models”. Once again, click “Create”. 

This will bring up the above screen:

The “How would you like to score” menu offers two options:

• Score on Fit Model: makes the value of the score constant.

• Score on Activity (depreciated over time): makes the value of a score decrease over time

Score on a Fit Model

For this section of the tutorial, we will select “score on fit model”.

Once you’re done creating your condition, give it a unique name, description and assign it a score value of your choice. When you are ready to save and close the window, click “Save”. 

For this part of the tutorial, we will select “score on activity (depreciated over time)...”. Select the activity that you want the depreciating score to come from using the “What would you like to score on” drop-down menu, and then drag & drop your rules in the provided box. [To set more complex conditions, see the ‘Advanced Conditions Parameters’ section].