How to Use Contact Engagement in HighLevel

• What is Engagement Scoring?
• Accessing the Engagement Scoring System
• Setting Up Engagement Scoring
• Step 1: Assign Points for Email Opens
• Step 2: Assign Points for Link Clicks
• Step 3: Assign Points for Form Submissions
• Step 4: Publish Your Scoring Rules
• Viewing and Using Lead Scores
• Benefits of Engagement Scoring
• Conclusion

Hey there! In this guide, we’ll explore HighLevel’s built-in engagement scoring system, also known as lead scoring. This powerful tool helps businesses evaluate and prioritize potential sales leads based on their interactions with your marketing efforts. By assigning a numerical value to each lead’s actions, you can focus your sales and marketing teams on the most promising prospects, improving efficiency and conversion rates. Let’s dive in!

What is Engagement Scoring?

Engagement scoring, or lead scoring, assigns a score to leads based on their actions, such as:

• Opening an email
• Downloading a guide
• Clicking a link
• Filling out a form

This scoring system helps sales and marketing teams identify which leads are more likely to convert into customers, ensuring they focus on the highest potential opportunities.

Accessing the Engagement Scoring System

To get started with HighLevel’s engagement scoring:

1. Log In to HighLevel: Access your HighLevel account.
2. Navigate to Settings: Go to the Settings tab.
3. Select Manage Scoring: Here, you’ll find a page with example scoring rules to help you get started.

Setting Up Engagement Scoring

Let’s set up a simple engagement scoring system using a hypothetical email campaign. Suppose you’re sending an email blast to 1,000 cold leads, promoting a free SEO checklist download.

Step 1: Assign Points for Email Opens

1. Create a Rule for Email Opens: Add a rule that assigns one point for each email opened.
   • Action: Email opened
   • Score: +1 point
   • Save: Click save to store the rule.

Step 2: Assign Points for Link Clicks

1. Create a Rule for Link Clicks: Add a rule that assigns five points for each link clicked within the email.
   • Action: Email link clicked
   • Score: +5 points
   • Save: Click save to store the rule.

Step 3: Assign Points for Form Submissions

1. Create a Rule for Form Submissions: Add a rule that assigns ten points for each form submission on your landing page.
   • Action: Form submitted
   • Form: Select the form used for the SEO checklist download
   • Score: +10 points
   • Save: Click save to store the rule.

Step 4: Publish Your Scoring Rules

1. Publish: Once you’ve set up your scoring rules, click publish to activate them.

Viewing and Using Lead Scores

Now that your engagement scoring system is live, you can view lead scores in the Conversations tab. This allows you to:

1. Filter Leads by Score: Filter leads based on their engagement score to prioritize follow-ups.
   • Example: Filter for leads with a score of five or more to see who is most engaged.
2. Focus on High-Scoring Leads: Direct your sales team to contact the most engaged leads first, increasing the likelihood of conversions.
3. Nurture Low-Scoring Leads: Identify leads with low engagement scores for further nurturing before the sales team reaches out.

Benefits of Engagement Scoring

Using HighLevel’s engagement scoring system offers several benefits:

• Improved Efficiency: Focus on leads most likely to convert.
• Enhanced Prioritization: Direct your efforts to the highest potential opportunities.
• Better Lead Management: Understand which leads need more nurturing.

Conclusion

HighLevel’s engagement scoring system is a powerful tool to optimize your lead management process. By assigning scores based on lead interactions, you can prioritize and tailor your marketing efforts to those most likely to convert, improving your sales efficiency and success rate.