Tag contacts based on score
Tag contacts based on score lets you identify your contacts based on their score. This automation will automatically check the score of your subscribers and tag them accordingly. This will help you segment your contact list based on their score, which will allow you to, for example, check which subscribers are engaged with the content that you are sending.
Template overview
Category: Lead qualifying
Elements in template: 4
Minimum number of elements to configure: 3
Here’s what you’ll need to configure the elements and publish the template as a workflow:
- tags – they will let you distinguish between contacts interested and not interested in your offer based on their score.
Configuring the template
All greyed-out elements need to be configured. You can click an element to open its Properties tab which will be displayed on the right side.
- Subscribed via element will start this workflow. You can configure it to start based on a subscription to your account, a specific list, or via a specific method.
- Score element is predefined to “wait until score is greater than or equal to 10”. Condition is set to wait 30 days. If your contacts won’t get at least 10 points after that period, they will be sent through a red path. If they receive 10 or more points within 30-day period, they will be sent through a green path.
- Then, based on their scores, you can assign specific tags to your contacts to determine which contacts are active.
- Click Publish when you’re done setting up the template or Save and exit if you want to finish editing the template later (it will appear as a draft on the Manage workflows page).
Going beyond
If you have the Ecommerce Marketing plan, you can further edit your workflow:
- You can add more Link clicked conditions.
- You can swap the Link clicked condition for Message opened or URL visited.
Related workflows
You can use each of the tags at the end of Tag contacts based on score to trigger:
