Ready to start strategizing and building out your very own lead scoring model in HubSpot? Grab our editable lead scoring worksheet and get started! Download it here 👉 resources.kiwicreative.net/lead-scoring-worksheet
No, you can not prevent groups of users from seeing or opting in/out of certain email subscription types. But you can 1) suppress those users when sending emails of a certain type, and/or 2) use a workflow to automatically opt them out of specific email subscription types.
For B2C lead scoring, while standard firmographic info like geography can still be relevant, the contacts behavior and engagement with your website and marketing assets will make up most of your attributes.
Hi Matthew! Head over to your HubSpot Score property by clicking the Setting cog in the top right corner > selecting Properties from the lefthand menu > use the search bar to find HubSpot Score. Once you're there, click Add Criteria > under Filter Type, select Contact Properties > search for "marketing emails" and you'll see several options, including "marketing emails opened" and "marketing emails clicked" > select your first criteria (email opens for example) and specify how many opens you'd like to award points for... for example, if you want to award points when a contact opens 5 or more marketing emails, you'd select "is greater than or equal to" and type "5" in the bar. Good luck!
Question back for you: why do you want the score to reset when they hit your point threshold to qualify as an MQL? Do you want those contacts to continue accumulating points to reach SQL status instead?
@@KiwiCreativeInc We have a software subscription service and after someone is an MQL (they hit score threshold) we hand it over to sales who will then work and hopefully turn into an opportunity. When someone is disqualified or they become a customer we want to reset scores and the whole process to qualify starts over. I think I've found a solution to my problem by using custom fields, a workflow and negative scoring when we see the lead status change further down the funnel. Great video by the way it really got me started on this.
@@mark54537 Your solution can totally work! Another idea is to create an additional, separate lead scoring property, designed to only give/remove points from customers.
Ready to start strategizing and building out your very own lead scoring model in HubSpot? Grab our editable lead scoring worksheet and get started!
Download it here 👉 resources.kiwicreative.net/lead-scoring-worksheet
Great overview of lead scoring in HubSpot! Thanks for sharing! 🙂
Thank you for going into the actual website and showing exactly how it's done. Wonderful video!
Thanks for this super helpful intro to lead scoring!
Great video, super helpful. Thank you Emma
Thanks for the video, can you prevent specific user from subcription type of emails?
No, you can not prevent groups of users from seeing or opting in/out of certain email subscription types. But you can 1) suppress those users when sending emails of a certain type, and/or 2) use a workflow to automatically opt them out of specific email subscription types.
@@KiwiCreativeInc oh thank you so much for your response I appreciate it :)
This sounds like it is angled to B2B but my company is B2C based - we should be able to use it the same...to identify people at funnel bottom
For B2C lead scoring, while standard firmographic info like geography can still be relevant, the contacts behavior and engagement with your website and marketing assets will make up most of your attributes.
Could you show me how to add "email opens" and "clicks" as scoring criteria? That's really what we are looking for the type of sales we do.
Hi Matthew!
Head over to your HubSpot Score property by clicking the Setting cog in the top right corner > selecting Properties from the lefthand menu > use the search bar to find HubSpot Score.
Once you're there, click Add Criteria > under Filter Type, select Contact Properties > search for "marketing emails" and you'll see several options, including "marketing emails opened" and "marketing emails clicked" > select your first criteria (email opens for example) and specify how many opens you'd like to award points for... for example, if you want to award points when a contact opens 5 or more marketing emails, you'd select "is greater than or equal to" and type "5" in the bar.
Good luck!
This is a super helpful video. I have a question though - how do you reset scores down to zero once they hit MQL status?
Question back for you: why do you want the score to reset when they hit your point threshold to qualify as an MQL? Do you want those contacts to continue accumulating points to reach SQL status instead?
@@KiwiCreativeInc We have a software subscription service and after someone is an MQL (they hit score threshold) we hand it over to sales who will then work and hopefully turn into an opportunity. When someone is disqualified or they become a customer we want to reset scores and the whole process to qualify starts over. I think I've found a solution to my problem by using custom fields, a workflow and negative scoring when we see the lead status change further down the funnel. Great video by the way it really got me started on this.
@@mark54537 Your solution can totally work! Another idea is to create an additional, separate lead scoring property, designed to only give/remove points from customers.
Great overview Emma!
You are oh-so welcome! Be sure to check out the editable lead scoring worksheet linked to in the description. 🥝