Scores allow you to assign points to a contact depending on actions they have taken or any criteria you choose.
To manually change a lead’s score, go to Contacts > All contacts
Click a contact name to open a profile
Click the pencil icon in the Score box to edit
Enter a number to add or edit the score
Press Enter on your keyboard or click outside the box to save
Save the profile
Looking to score answers in a quiz instead?
The “Lead score is” option refers to the contact’s lead profile score, which reflects their overall engagement and can be edited in the lead profile. This is different from a lead’s survey score, which is calculated based on quiz or survey responses and applies only to that specific assessment.
Learn how to set up quiz scoring.
Automatic contact scoring
Check your plan
Advanced automations are included with Kartra Growth, Professional, and Enterprise plans. Review or change your subscription in your account Billing.
To change a contact's score automatically, go to Marketing > Automations
Click + Automation in the top right corner to create a new advanced automation rule
Use the dropdown fields to define the behavior that activates the rule (IF), any conditions (AND/OR), and the action to automatically perform (THEN).
Example:
Above: Click Add to save the automation conditions, then Save to create the rule.
Why use scoring?
Contact scoring can be used to help you understand and respond to their behavior. For example, you can give a contact X points when joining a list, and take X points away if they unsubscribe.
With a scoring system in place, you can target particular campaigns to segments of your list with the highest or lowest scores.
On the more practical side, you can "clean" your list by removing users with high negative numbers from too many refunds, chargebacks, or simply not opening your emails.
Contact score can be used as a recipient condition for broadcast and sequence emails. In the following example of a email broadcast setup, the message will be sent only to users who meet the number of points entered for "Has score."
