Assigning a Lead Score Category to an Email Design

In this article we will show you how to assign a lead score category to your GatorCreator email design. This means we are able to generate a score based on a contacts engagement within the email.

For steps on how to set up a Lead Score Category click here.

Assigning a Category for Email Opens

  1. Go to Page Style when in your email
  2. Under Lead Settings select the lead score category you want to associate to the open action
  3. The score will automatically generate from the category however you are able to change the score manually if you wish for it to be higher or lower for this particular email

Assigning a Category for Email Clicks

  1. Add in your web link - via a button, and image or insert web link
  2. Under Lead Settings select the lead score category you want to associate to the web hit action
  3. The score will automatically generate from the category however you are able to change the score manually if you wish for it to be higher or lower for this particular link

Assigning a Category for Landing Page Clicks

  1. Add in your landing page link - via a button, and image or content
  2. Under Lead Settings select the lead score category you want to associate to the web hit action
  3. The score will automatically generate from the category however you are able to change the score manually if you wish for it to be higher or lower for this particular link

Assigning a Category for Traditional Survey Clicks

  1. Add in your traditional survey link - via a button, and image or content
  2. Under Lead Settings select the lead score category you want to associate to the web hit action
  3. The score will automatically generate from the category however you are able to change the score manually if you wish for it to be higher or lower for this particular survey

 

NOTE: You are able so assign more than one lead score category in your email.

For example this newsletter could have 3 products in the content. Each product may have a different lead score category with different scores. You are able to assign ALL product categories to your one newsletter

You have now assigned your lead score category/categories to your email.

To see steps on how to report on your lead score category click here.