How can I use Advanced Engagement Scoring?

First, checkout this article to learn about what advanced engagement scoring is, if needed.

Where Can I Use Advanced Engagement Score?

You can use Advanced Engagement Scoring data:

• To create a Regular segment to target contacts
• As part of a triggered segment to target contacts
• In merge tags (for lead alerts) to personalize messages
• In Automation to impact the flow of the user's automation journey
• In Dynamic Content to personalize messages

What Are Example Uses In The System? 

Segments

There are three advanced engagement score clauses that can be used to create segments:

1. Advanced Engagement Score (Total) - Combined score on contact record for configured demographic score + action score.
2. Advanced Engagement Score (Demographics) - Score on contact record for only configured demographics.
3. Advanced Engagement Score (Actions) - Score on contact record for only configured actions.

In the example below I'm looking for highly engaged users that live in Indiana:

Lead Alert Campaigns

In the example below, I'm notifying a member of Sales to contact an engaged lead:

Automation

In the example below, I'm adding a new lead to a nurture category once they have engaged based on the scoring system I have set up.

Notes

There is not a standard point system, scale, or maximum point value. Points accrued on contacts will be unique to the scoring system set up per account.