Scoring Multiple Website Visits

Overview

Multiple website visits is a key indicator that a hot prospect might be looming. Suppose you'd like to assign 50 points to prospects who have visited your company's website at least 3 times in the past month. Here's how to set that up:

  • Create a new Lead Scoring Process by going to Settings App Setup > Lead Qualification > Lead Scoring > Add Custom Scoring
  • Select "New Prospects" for now. 
  • Select "Known" to only score prospects who have identified themselves with an email address.
  • Click the Continue button.  

  • Remove the "Create Date" filter that was added for you in the Filter Criteria section. 
  • Add the "Website Activity" filter criteria and choose within time frame = 1 months. This will use all website visits from the past month as the primary criteria. 
  • Add the "Total Web Visits" future event to the canvas and set greater than 2 as the criteria. This future event will look for new visitors who have visited your company's website 3 times or more. Your end criteria should be similar to the one shown in the screenshot below. 
  • Click the Next button. 

  • The Change Lead Score action was already added for you by Lead Liaison since you chose to create a Lead Scoring process. Enter in +50 for the Change Lead Score action. Your entry should look like the screenshot below. 
  • Next, click the "Save and Schedule" button. 

  • On the Schedule and Run page (Step 3), change the Frequency to Daily as shown below. This will run the scoring process once per day.