Build lead scoring logic using the scoring node

Before you begin

Make sure you have:

• A model connected to your workflow with leads data.
• A prepared sample data set including attributes like email address, first name, last name, company, and interaction history.

Add the scoring node

Drag the scoring node into your workflow editor.

Navigate to the node catalog in the workflow editor using the + button on the right-side of the window, and search for the scoring node.

Configure the scoring node

The scoring node configuration involves setting up criteria to assign points to leads based on specific attributes or behaviors.

• Add criteria: Click the Add + button in the criteria section.
• Name: Give a meaningful name to your criteria, e.g., "Email Opened".
• Value: Use an expression to define the condition for this criteria, such as {{ nodes.start.emailOpened == 'yes' }} to check if the email was opened.
• Score: Assign a score to this criteria, for example, +10 points.

Review and test the configuration

After configuring the criteria, review the scoring setup to ensure all criteria are correctly defined and scored.

• Execute the node: Run the node to test the scoring configuration.

• Check the output: Review the scored leads in the output (OUT) tab to verify that the scores are correctly applied based on the defined criteria.

Use a branch to route leads per their score

Add a branch node from the node catalog to route leads differently as a function of the score. For example:

• High-priority leads: Leads with high scores can be directed to a sales team for immediate follow-up.
• Low-priority leads: Leads with lower scores can be nurtured through automated marketing campaigns.

{{ nodes.scoring.totalScore > 50 }}

Define an expression to route leads with high scores to the sales team.