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
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."
