Create and manage lead scoring types

Lead scoring enables you to design your marketing and sales strategies based on leads, and measure and optimize your interactions with the visitors classified as qualified leads.

You can create as many lead scoring types and stages as you need for your lead scoring model. Each scoring type has one or more set of stages with thresholds that define the lead’s readiness to convert. The lead scoring types you create are applied only to the data center in which you create them.

Perform the following:

1. Navigate to Analytics » Lead Scoring.
2. Click the Define lead scoring button.
3. Enter the name for your new scoring.
4. Under Stages of interest, define one or more stages by entering a name and threshold point value.
   For example, enter Hot leads with threshold - 100 points.
5. To add more levels of interest, click (Add).
   NOTE: The threshold of each subsequent stage you add needs to be higher than the previous stage.
6. Create rules for scoring points.
   Under Rules for scoring points, click Add a rule.
   When the visitors of your site perform the actions you define here, they move along the stages of this lead scoring type.
   For more information on how to add scoring rules, see Add and manage lead scoring rules » Add a rule.
   For more information about how scoring rules work, see Lead scoring rules.
7. If you want to make a lead scoring active only for a particular interval, expand the Time limitations section and select A specific date range only…
   Enter the start and end date of the lead validity interval.
   
   NOTE: If you specify only the Start date, the data for visitors scores would be processed from this date onwards.
   If you specify only the End date, the data for visitors scores would be processed from the start of the data center up to this date.
8. Click Save.

Once you create the scoring type, you need to create scoring rules that relate visitors' behavior to your lead scoring type and its stages.

You can edit any rule and threshold of a lead scoring type.

When perform any change other than renaming a stage, a recalculation is triggered. Depending on the quantity of data in the data center, this calculation may take significant time, during which the charts on the screens will display outdated data.
For more information about how changing fields and thresholds affects Lead scorings calculations, see Retroactive scoring calculation.

You cannot rearrange thresholds, as every threshold acts as a range of leads or lead readiness.