Setting up lead scoring in HubSpot is relatively straightforward. You can use a combination of demographic and firmographic data, as well as engagement data, such as website visits, email opens and clicks, and form submissions. One of the best ways to gather feedback and engagement data is by using a survey tool like Survicate.
Here are the basic steps for setting up lead scoring in HubSpot:
- Set up your scoring criteria: Define the demographic, firmographic, and engagement data that you want to use to score leads.
- Create custom properties: Create custom properties in HubSpot for the data that you want to use for scoring.
- Create the lead score model: In HubSpot, navigate to Contacts > Lead Scoring, and create a new lead scoring model. This is where you'll define the scoring criteria and custom properties you've set up.
- Assign a score: Assign a score to each of your criteria based on the importance of that data to your business.
- Gather feedback through Survicate: Use Survicate surveys to gather feedback from your leads. You can use this feedback to enrich your lead profiles, and use it to score your leads based on their engagement and feedback.
- Integrate Survicate with HubSpot: use the Integration feature between Survicate and HubSpot, you can automatically import the survey data into your lead profiles, and use it to update the lead scores.
- Track and analyze lead scoring data: Use the analytics and reporting features in HubSpot to track the performance of your lead scoring model, and see how different criteria and survey feedback are impacting your lead scores.
Some best practices for using lead scoring in HubSpot:
- Use a combination of demographic, firmographic, and engagement data to get a more comprehensive view of your leads.
- Test different scoring criteria and weights to see what works best for your business.
- Regularly update lead scores based on new data and feedback.
- Use lead scoring data to segment leads and personalize your communication.
- Use lead scoring data to prioritize which leads to pursue.
Examples of lead scoring in HubSpot:
- A B2B software company might assign higher scores to leads that work in the technology industry, have a large number of employees, and visit the company's pricing page multiple times.
- A B2C e-commerce company might assign higher scores to leads that have added items to their cart multiple times, and opened the company's abandoned cart emails.
Survicate can be a great tool for conducting surveys that provide more insights about leads engagement and interest which make lead scoring accurate in Hubspot.