Workflow Trigger - Contact Engagement Score
Workflow Trigger: Contact Engagement Score
The Contact Engagement Score trigger allows you to automatically enroll contacts into a workflow based on their engagement level. This feature helps you take targeted actions depending on how actively a contact interacts with your business—whether they are highly engaged, moderately active, or require re-engagement.
You can set up triggers based on specific score thresholds, increases, or decreases in engagement. For example, you might want to send a special offer to highly engaged contacts or a re-engagement campaign to those whose activity has dropped.
How to Set Up the Trigger
- Navigate to the Workflows section in your CRM and create a new workflow or edit an existing one.
- Select "Contact Engagement Score" as the trigger type.
- Choose the condition for triggering the workflow, such as when the score reaches a certain value, increases by a specific amount, or falls below a threshold.
- Set the numerical values or ranges that match your desired criteria.
- Save the trigger, and the workflow will now activate for contacts whose engagement scores meet the conditions you defined.
Once configured, contacts will enter the workflow automatically based on their real-time engagement behavior, allowing you to nurture relationships efficiently and respond to changes in contact activity.