Set Lead Score Skill
Overview
Automate lead scoring within the chatbot using the set lead score skill.
The Basics:
Need help getting started? Check out these great resources:
- Bot builder View Options: How to navigate your chatbot builder
- Using Chatbot Templates: How to modify templates to fit your needs
- Managing Skills: How to Add, Edit, Connect, Copy, and Delete skills
- Personalize Your Bot Messaging: How to format your messaging
Adding a set lead score skill
- Insert a set lead score skill
- Edit the skill to select the score you wish to set
- Save and close
Note: Place your Set Lead Score skill after the web visitor’s information is captured (through either Email Capture or a Question) and a contact record is created. Lead scores can only be set for site visitors that have a contact record.
Use Cases
Lead scores can be used to:
- Conditional branch within your chatbots
- Configure integration settings
- Analyze your conversation data
Lead Scores in Conditional Branching
One of the conditional branching criteria is the web visitor’s lead score:
Use this type of branching in a Retargeting chatbot to customize messaging based on the outcomes of previous conversations. For more information on using the Conditional Branching skill, you can visit this support page.
CRM Integration
When configuring the settings for CRM integrations, you can set a minimum lead score that must be reached for a lead to be sent to CRM.
Conversation Data Export
The conversation export contains a column for the lead score associated with the chat conversation:
For more information regarding the conversation data export, you can visit this support page.
