- Introduction to Engagement Scoring with HighLevel
- Setting Up Engagement Scoring
- Launching Workflows Based on Engagement Score
- Testing the Workflow with a Contact
- Adjusting Scoring and Workflow Strategies
- Wrapping Up
Introduction to Engagement Scoring with HighLevel
Engagement scoring is a powerful tool that helps businesses measure and enhance customer interaction with their platform. HighLevel offers an intuitive engagement scoring feature that allows you to track and respond to customer behavior effectively. In this blog, we’ll explore how to set up engagement scoring and launch workflows based on these scores to maximize your marketing efforts.
Setting Up Engagement Scoring
Engagement scoring in HighLevel is designed to help you understand which contacts are most active and engaged with your platform. Here’s a step-by-step guide to get started:
- Log In and Navigate to Settings: Begin by logging into your HighLevel account. Go to the settings menu and select “Manage Scoring.”
- Configure Scoring Rules: In the Manage Scoring section, you’ll find various default rules where points are added or subtracted based on contact activity. For example:
- Email Opens: Add 1 point when a contact opens an email.
- Appointment Bookings: Add 1 point for booking an appointment.
- Custom Tags: You can create custom rules such as adding 3 points when a specific tag (e.g., Biz owner) is added to a contact.
This point system helps you identify highly engaged contacts, making it easier to target them with specific marketing actions.
Launching Workflows Based on Engagement Score
Once you have set up your engagement scoring, you can create workflows triggered by these scores. Here’s how:
- Create a New Workflow: Go to the automations section and create a new workflow. In the workflow settings, add a trigger.
- Set the Trigger Condition: Search for “Engagement Score” as your trigger. You can specify various conditions such as:
- Equal to: Trigger the workflow when the score equals a specific number.
- Greater Than: Trigger the workflow when the score is greater than a specific number.
- Less Than: Trigger the workflow when the score is less than a specific number.
- Define Workflow Actions: Once the trigger condition is set, define the actions you want to take. This could include sending an email, SMS, or a direct message (DM). For instance, you might send a DM to a contact who has received a specific tag and reached a certain engagement score.
Testing the Workflow with a Contact
After setting up your workflow, it’s crucial to test it:
- Find a Contact: Select a contact to test the workflow. For example, choose an Instagram account linked to your HighLevel.
- Add a Tag: Add the “Biz owner” tag to the contact. This action should increase the engagement score by 3 points, triggering the workflow.
- Verify the Workflow Activation: Check your notifications to confirm the workflow has been triggered. You should see the DM or any other action you set up in the workflow.
Adjusting Scoring and Workflow Strategies
HighLevel allows you to continually refine your engagement scoring and workflows:
- Modify Scoring Rules: Return to the Manage Scoring section to adjust existing rules or add new ones. For instance, you can assign points for specific keywords in customer replies.
- Optimize Workflows: Tailor your workflows based on engagement levels. Segment your contact list into highly engaged and less engaged groups, then create targeted workflows for each segment to improve re-engagement strategies.
Wrapping Up
HighLevel’s engagement scoring and workflow features are powerful tools for enhancing customer interaction and optimizing your marketing strategy. By tracking engagement and automating responses, you can ensure timely and relevant communication with your contacts, driving better results for your business.
If you have any questions or need further assistance, feel free to leave a comment. Thank you for reading, and happy marketing with HighLevel!
