How to Set Up and Utilize Contact Scoring in HubSpot
Welcome to our comprehensive guide on setting up and utilizing contact scoring in HubSpot. Contact scoring helps prioritize leads and optimize marketing efforts. In this guide, we'll show you how to configure contact scoring to identify high-value prospects and drive conversions.
1
Setup
Click the gear icon in the top right corner of HubSpot.
Select "Properties."
Search for "HubSpot Score" in the main interface.
2
Utilization
Set Up Scoring Criteria
Add new sets in positive or negative attributes.
Select the contact properties for each criterion.
Select "Contact Properties", then choose a property such as "Marketing Email Click Date" and apply the filter.
Update the score value (e.g., 5 points) and click "Save".
To decrease a contact's score, follow the same steps but add the set under Negative Attributes.
Congratulations! You've successfully learned how to set up and utilize contact scoring in HubSpot. By assigning scores to your contacts, you can focus on high-value prospects, nurture leads more efficiently, and achieve better marketing outcomes. Continuously analyze and adjust your scoring criteria to stay responsive to changing business needs. Happy scoring!
