Book Image

Infusionsoft Cookbook

By : Paul Sokol
Book Image

Infusionsoft Cookbook

By: Paul Sokol

Overview of this book

Table of Contents (18 chapters)
Infusionsoft Cookbook
About the Author
About the Reviewers

Setting up lead scoring

For organizations that are opportunity heavy, it can sometimes be hard for sales reps to know whom they should reach out to first. This is especially true when a sales rep has a large number of opportunities with a next action date for today.

To help identify which prospects are the most engaged, and so should be reached out to first, Infusionsoft has the ability to do lead scoring.

For the context of this recipe, we want to be scoring leads based on the following activity:

  • Form submissions

  • E-mail opens

  • Link clicks

  • E-mail unsubscribes

Getting ready

We need to be logged in to Infusionsoft and inside a specific account.

How to do it...

  1. Hover over the main navigation and at the bottom of the CRM column, click on Settings.

  2. In the Contact & Company Settings menu on the left of the page, click on Scores:

  3. In the Name & Status section, give our lead scoring rules a name and make sure lead scoring is turned on:

  4. Set a value of 50 for how many points equals 5 flames:

  5. In the Rules...