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Understand the lead scoring tool - HubSpot Knowledge Base
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“These scores populate a combined score value that looks at both actions and demographic information, as well as individual engagement and fit scores if you also want to look at them separately.” If your business has multiple regions, the qualities of a good fit customer may differ across each location and culture, requiring different fit scores. To keep your teams organized by the scores that apply to them, make sure to set up clear labels for each score property. How scores are calculated Scores are calculated based on the criteria you set for event and property rules in score groups. Each score must have at least one score group, but you can include multiple groups that add up to the total score. You can set a limit for the minimum and maximum total score, but can also set optional maximum scores for each group. This means you can weigh groups of criteria or events differently. For example, limit points for a group of awareness events, such as page visits, and allow more points for a group of conversion events, such as sales form submissions and meetings. Score limit: the maximum number of points for the overall score. Once a record reaches the limit, no more points will be added to or removed from their score. A record's overall score is what appears as the value in the score property. Group limit: the maximum number of points added or subtracted for a specific group. Once a record reaches the group's limit, no more points will be added to or subtracted from their score from that group. All group limits contribute to the overall score limit. A record's values for each group contribute to their overall score. The group limit can be a whole number or include decimals. Criteria points: the points assigned to each property or event rule. Points can either be added to or subtracted from the score. In each group, the total criteria points can be below or equal to the group limit. A record's values for each rule contribute to the group score, which then contributes to the total score. The criteria points can be a whole number or include decimals. For example, in the following contact engagement score: The overall score limit is 100.
“Fit scores (contacts and companies only): qualify records based on their demographic information through property values, such as their age, job title, company size, or annual revenue.” If your business has multiple regions, the qualities of a good fit customer may differ across each location and culture, requiring different fit scores. To keep your teams organized by the scores that apply to them, make sure to set up clear labels for each score property. How scores are calculated Scores are calculated based on the criteria you set for event and property rules in score groups. Each score must have at least one score group, but you can include multiple groups that add up to the total score. You can set a limit for the minimum and maximum total score, but can also set optional maximum scores for each group. This means you can weigh groups of criteria or events differently. For example, limit points for a group of awareness events, such as page visits, and allow more points for a group of conversion events, such as sales form submissions and meetings. Score limit: the maximum number of points for the overall score. Once a record reaches the limit, no more points will be added to or removed from their score. A record's overall score is what appears as the value in the score property. Group limit: the maximum number of points added or subtracted for a specific group. Once a record reaches the group's limit, no more points will be added to or subtracted from their score from that group. All group limits contribute to the overall score limit. A record's values for each group contribute to their overall score. The group limit can be a whole number or include decimals. Criteria points: the points assigned to each property or event rule. Points can either be added to or subtracted from the score. In each group, the total criteria points can be below or equal to the group limit. A record's values for each rule contribute to the group score, which then contributes to the total score. The criteria points can be a whole number or include decimals. For example, in the following contact engagement score: The overall score limit is 100.
“Engagement scores(contacts and companies only): qualify records based on their actions and interactions, such as visiting your website, subscribing to your newsletter, clicking a CTA, or opening a marketing email.” If your business has multiple regions, the qualities of a good fit customer may differ across each location and culture, requiring different fit scores. To keep your teams organized by the scores that apply to them, make sure to set up clear labels for each score property. How scores are calculated Scores are calculated based on the criteria you set for event and property rules in score groups. Each score must have at least one score group, but you can include multiple groups that add up to the total score. You can set a limit for the minimum and maximum total score, but can also set optional maximum scores for each group. This means you can weigh groups of criteria or events differently. For example, limit points for a group of awareness events, such as page visits, and allow more points for a group of conversion events, such as sales form submissions and meetings. Score limit: the maximum number of points for the overall score. Once a record reaches the limit, no more points will be added to or removed from their score. A record's overall score is what appears as the value in the score property. Group limit: the maximum number of points added or subtracted for a specific group. Once a record reaches the group's limit, no more points will be added to or subtracted from their score from that group. All group limits contribute to the overall score limit. A record's values for each group contribute to their overall score. The group limit can be a whole number or include decimals. Criteria points: the points assigned to each property or event rule. Points can either be added to or subtracted from the score. In each group, the total criteria points can be below or equal to the group limit. A record's values for each rule contribute to the group score, which then contributes to the total score. The criteria points can be a whole number or include decimals. For example, in the following contact engagement score: The overall score limit is 100.
“To prioritize the contacts, companies, and deals in your CRM, you can build custom lead scores based on record actions or properties.” If your business has multiple regions, the qualities of a good fit customer may differ across each location and culture, requiring different fit scores. To keep your teams organized by the scores that apply to them, make sure to set up clear labels for each score property. How scores are calculated Scores are calculated based on the criteria you set for event and property rules in score groups. Each score must have at least one score group, but you can include multiple groups that add up to the total score. You can set a limit for the minimum and maximum total score, but can also set optional maximum scores for each group. This means you can weigh groups of criteria or events differently. For example, limit points for a group of awareness events, such as page visits, and allow more points for a group of conversion events, such as sales form submissions and meetings. Score limit: the maximum number of points for the overall score. Once a record reaches the limit, no more points will be added to or removed from their score. A record's overall score is what appears as the value in the score property. Group limit: the maximum number of points added or subtracted for a specific group. Once a record reaches the group's limit, no more points will be added to or subtracted from their score from that group. All group limits contribute to the overall score limit. A record's values for each group contribute to their overall score. The group limit can be a whole number or include decimals. Criteria points: the points assigned to each property or event rule. Points can either be added to or subtracted from the score. In each group, the total criteria points can be below or equal to the group limit. A record's values for each rule contribute to the group score, which then contributes to the total score. The criteria points can be a whole number or include decimals. For example, in the following contact engagement score: The overall score limit is 100.
“You can then use lead score properties in other HubSpot tools such as segments, workflows, or reports.” If your business has multiple regions, the qualities of a good fit customer may differ across each location and culture, requiring different fit scores. To keep your teams organized by the scores that apply to them, make sure to set up clear labels for each score property. How scores are calculated Scores are calculated based on the criteria you set for event and property rules in score groups. Each score must have at least one score group, but you can include multiple groups that add up to the total score. You can set a limit for the minimum and maximum total score, but can also set optional maximum scores for each group. This means you can weigh groups of criteria or events differently. For example, limit points for a group of awareness events, such as page visits, and allow more points for a group of conversion events, such as sales form submissions and meetings. Score limit: the maximum number of points for the overall score. Once a record reaches the limit, no more points will be added to or removed from their score. A record's overall score is what appears as the value in the score property. Group limit: the maximum number of points added or subtracted for a specific group. Once a record reaches the group's limit, no more points will be added to or subtracted from their score from that group. All group limits contribute to the overall score limit. A record's values for each group contribute to their overall score. The group limit can be a whole number or include decimals. Criteria points: the points assigned to each property or event rule. Points can either be added to or subtracted from the score. In each group, the total criteria points can be below or equal to the group limit. A record's values for each rule contribute to the group score, which then contributes to the total score. The criteria points can be a whole number or include decimals. For example, in the following contact engagement score: The overall score limit is 100.
“Scores assign values to records through score properties, which you can use to evaluate which leads are likely to become customers.” If your business has multiple regions, the qualities of a good fit customer may differ across each location and culture, requiring different fit scores. To keep your teams organized by the scores that apply to them, make sure to set up clear labels for each score property. How scores are calculated Scores are calculated based on the criteria you set for event and property rules in score groups. Each score must have at least one score group, but you can include multiple groups that add up to the total score. You can set a limit for the minimum and maximum total score, but can also set optional maximum scores for each group. This means you can weigh groups of criteria or events differently. For example, limit points for a group of awareness events, such as page visits, and allow more points for a group of conversion events, such as sales form submissions and meetings. Score limit: the maximum number of points for the overall score. Once a record reaches the limit, no more points will be added to or removed from their score. A record's overall score is what appears as the value in the score property. Group limit: the maximum number of points added or subtracted for a specific group. Once a record reaches the group's limit, no more points will be added to or subtracted from their score from that group. All group limits contribute to the overall score limit. A record's values for each group contribute to their overall score. The group limit can be a whole number or include decimals. Criteria points: the points assigned to each property or event rule. Points can either be added to or subtracted from the score. In each group, the total criteria points can be below or equal to the group limit. A record's values for each rule contribute to the group score, which then contributes to the total score. The criteria points can be a whole number or include decimals. For example, in the following contact engagement score: The overall score limit is 100.
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