In this article, you will learn how to define how many points a lead receives for each capture type and how a guest's score is calculated from this.
HOW DOES LEAD SCORING WORK?
Each capture of a guest earns points, depending on how the guest was captured. For example, a lead qualified as Hot counts for more than a simple Quick Scan. A guest's score is calculated from all captures associated with that guest. This allows you to see at a glance which contacts are the most promising.
POINTS FOR EACH CAPTURE TYPE
| Capture type | Default value |
|---|---|
| Hot Lead | 100 |
| Warm Lead | 80 |
| Cold Lead | 0 |
| Quick Scan | 10 |
| Location Scan | 20 |
ADJUST POINTS AND CALCULATION
- Open your event and select ScanMyLead > Settings > Lead Scoring.
- Enter the desired number of points for each capture type.
- Under Aggregation, select how the points from multiple captures should be combined.
- Check the result in the Example calculation.
- Click Save scoring.
| Aggregation | Result |
|---|---|
| Highest | The highest individual value of all captures is counted |
| Sum | All points are added together |
| Average | The average of all captures is counted |
Example: A guest was captured once as a Hot Lead, once as a Warm Lead and once via a Location Scan. With the “Sum” aggregation, this results in 100 + 80 + 20 = 200 points.
DISPLAY POINTS OR TEMPERATURE IN THE APP
With Display point scores, you determine whether the app displays point values. If the option is disabled, your team will only see the captured lead temperatures in the app and no points.
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Note: Scores are calculated when they are displayed. Changes to the scoring do not rewrite leads that have already been captured. |
DO YOU HAVE QUESTIONS?
If you have any questions, our Customer Service Team will be happy to help.