Identifying and prioritizing leads correctly is important in the ever-changing world of digital marketing if you want to get more sales and a higher ROI. HubSpot is known for having a complete set of marketing tools.
One of its powerful features is lead scoring, which helps businesses speed up the lead screening process and put their efforts where they matter most. In this guide, we'll delve into the step-by-step process of setting up lead scoring within HubSpot.
This help will give you the information and tools you need to use this very useful feature in your marketing.
Setting Up Lead Scoring in HubSpot
Let's get started on how to set up lead scores in HubSpot.
#1 Accessing the Settings
Begin by accessing your HubSpot account and locating the settings icon. Once found, click on it to proceed to the next step.
#2 Navigating to Data Management
Within the settings menu, navigate to the data management section and click on "Properties." Here, you'll find various properties related to your contacts and leads.
#3 Editing the Score Property
Search for the "Score" property and click on "Edit." This is where you'll define the criteria for lead scoring, both positive and negative, based on relevant factors.
#4 Adding Criteria
Click on "Add Criteria" to define the parameters for scoring. For instance, if you want to assign a positive score based on call duration, set the criteria accordingly. Similarly, establish negative scoring criteria to filter out less qualified leads.
#5 Applying Filters
Once the criteria are set, apply the filters to ensure that leads are scored accurately. For instance, if a call duration is less than 30 seconds, a negative score will automatically be assigned.
#6 Adding Additional Criteria
You can further enhance your lead scoring system by incorporating additional criteria, such as interactions with attachments like videos or documents.
#7 Saving Changes
After configuring all the necessary criteria, click on "Save" to update the HubSpot score property. Your lead scoring system is now ready to identify and prioritize leads effectively.
Conclusion:
Lead scoring in HubSpot is a powerful feature that helps you focus on the most potential leads, which will increase your marketing ROI in the long run. If you follow these easy steps, you can speed up the process of qualifying leads and get better results for your business.
If you face any challenges during the setup process or have questions, feel free to drop a comment below. Additionally, you can schedule a one-on-one consultation with us at CTA9.
