How do I use Lead Scoring in an Automation?

Once you have set up your Lead Score system, you can apply it to steps in your Automation. the below steps cover how to use the Update Field step in an automation to adjust a contact's lead score.

How-To

1. Open your automation workflow.
2. Drag and drop the Update Field step into desired position.
3. Click the pencil to edit the step.
4. Click "Insert Field".
5. Scroll down to find the field named Lead Score (Action).
   
   
   
6. Assign points that will be added (or subtracted) from contacts that reach this step. Note: You can assign negative points too.
   

Notes

Lead Scoring & Automation features vary depending on your license package. For more information on licenses, please visit https://www.delivra.com/pricing or email our Client Success team.

Resources

What is Lead Scoring?

Visit our e-Learning hub for online modules to learn more about this & other Delivra features.