Adding & Viewing Engagement Scores
Adding Engagement Scores
When adding a note to the Correspondence area you can select a score using the Score Change arrow keys.
In this video we will show you how to add and view Engagement Scores.
Info
When using Gold-Vision Marketing engagement scores are automatically updated from Email & Link actions.
Note
Once a Score has been set and saved against a note it cannot be subsequently updated.
Tip
We recommend creating guidelines on setting scores to confirm what actions should be set for each score.
For example –
LinkedIn in Invite = OneUp
LinkedIn Connection = TwoUp
Viewing Engagement Scores
In the Account, Contact & Lead list view you can view: –
Engagement History shows a trend over a seven-day period. Green indicates an upward trend, Red a downward trend, a dash means no history and a negative score of 5.
You can hover over the segment to view the score for the past 7 days. The height and colour of the segment indicates the trend direction and score: –
- A higher Green segment indicates a higher score for an upward trend.
- A higher Red segment indicates a lower score for a downward trend.
The Trend arrow shows the overall positive or negative trend over the last 60 days.
Info
The Trend column can also be viewed against other lists these include:- Activities, Appointments, Contacts, Forecast, Opportunities, Projects, Product Sales, Profile, Quotes & Sales lists.
Engagement Section
You will then be able to open a Gold-Vision Account, Contact and / or Lead record to view the Engagement Section.
The Engagement Section displays an Engagement Score, Trend direction and a Timeline view of events in the last 60 days together with the score direction – TwoUp, OneUp, Neutral, OneDown or TwoDown.
Each record is given a default engagement score of 5. All records that existed before the update will have a score of 5.
Engagement Score – An engagement score is set between 0-10.
As events are summed it will require more positive or negative events to push a score away from the default of 5.
- 0-1: Very negative
- 2-4: Negative
- 5-6: Neutral
- 7-8: Positive
- 9-10: Very positive
For example: – A record will require more events to push a score from 7- 8 than it would from 5 – 6.
The Trend arrow shows the overall positive or negative trend over the last 60 days.
A Timeline view showing a summary of events in the last 60 days is also displayed together with the score direction – TwoUp, OneUp, Neutral, OneDown or TwoDown.
Note
Lead Engagement scores will automatically transfer when promoted to an Account or Contact.
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