- Fit: who the contact is, based on their fields, audiences, company, and opportunities.
- Engagement: what the contact does, like submitting forms, visiting pages, and opening emails.
Tiers
Fit and engagement each place contacts into three tiers:
Tiers are often shown together, so a contact that fits well and engages a lot is an A1. You choose where each tier starts in settings.
How scoring runs
Scores update automatically every few minutes. Each run uses current contact data, so points from older activity can fade or expire over time without any new activity.- Contacts that haven’t been scored yet show no score until the next run.
- Changes you make to rules apply after you publish, and recalculate every contact against their full history, not just new activity.
- A score of 0 means the contact has no net points. It doesn’t mean they weren’t scored.
Scores list
Go to Scoring to see every score in your workspace. Click New score to create one, or switch to Archived to see archived scores.Score pages
Open a score to see four tabs:
The status in the top right shows whether the score is Active, Paused, Draft, or Archived, and when it last ran.