Lead Scoring Thresholds

What is a Lead Scoring Threshold?

Take your Lead Scoring to the next level with Lead Scoring Thresholds.

Lead Scoring Thresholds allow you to take specific actions on any of your leads when they meet or exceed a specific threshold, or even fall below a set threshold. These actions include sending alerts to your appropriate teams, adding your leads to any automation within your account, updating Marketing List Memberships, and more.

What’s more, you can even set up specific actions to take place, based on conditional logic within your account.

Ready to learn more? Let’s get started!

How to Set Up a Lead Scoring Threshold

There are two ways in which you can set up a Lead Scoring Threshold within Paminga.

The first is directly from any Lead Scoring Ruleset within your account.

To do so, select the ruleset you wish to add the Lead Scoring Threshold to. Within the Ruleset, select “Actions”. You will be taken to the Lead Scoring Threshold Dashboard. Here you will see any Lead Scoring Thresholds set up for the specific ruleset you are viewing.

To create a new Lead Scoring Threshold, select “Create a Lead Scoring Threshold”.

The second is via the Automations Tab. To do so, navigate to Marketing Center > Automations > Lead Scoring Thresholds.

Lead Scoring Threshold Settings

When creating a Lead Scoring Threshold, you will be presented with the following settings:

• Name: Provide a name for your Lead Scoring Threshold
• Description: Optional - Provide a description for your Lead Scoring Threshold
• Lead Scoring Ruleset: Any active lead scoring rulesets will be available to select from via the dropdown. NOTE: If your threshold created from a Lead Scoring Ruleset, that ruleset will already be selected.
• Scoring Category: There are four different categories that you can choose to use for your Lead Score Threshold.
  • Total Score – The total combined score comprised of the contact score, activity score & engagement score.
  • Contact Score – The Contact component of a Lead Scoring Ruleset allows you to score each prospect based on static attributes like job title, industry,
  • Activity Score – The Activity component of a Lead Scoring Ruleset lets you score each prospect’s activity as they interact with your website(s) and your email marketing messages.
  • Engagement Score – The Engagement component of a Lead Scoring Ruleset may be used to monitor web form responses, blog comments, webinar registrations/participation, etc.
• Threshold Type: Set the type of threshold contacts must meet. There are two options.
  • Falls Below
  • Meets or Exceeds
• Threshold: The total # your contacts must meet or exceed OR fall below.
• And All Required Rules Have Been Met: Checkbox
  • PLEASE NOTE: When selected, any rules that are marked as “Required” in your Lead Scoring Ruleset must be met in order to qualify for your Lead Scoring Threshold.
• Active: When toggled, this will be enabled or disable your Lead Score Threshold.

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Once enabled, any contact who achieves your Lead Scoring Threshold will qualify, and all of the actions that are configured will be executed. These actions will take place once, unless they fall above, or below the threshold at any point in time and then once more achieve the set threshold.

Threshold Automations can be running simultaneously.

Trigger Actions

When a lead or contact achieves your Lead Scoring Threshold, you may choose to trigger any of Paminga's Actions either globally, or conditionally.

Lead Scoring Threshold Actions