Leads, contacts, prospects, and accounts are scored based on the rules that you publish. You can use the default rules for both engagement and fit, or you can customize them to fit your needs. All engagement rules are available for the Account object and all people objects. Fit rules are available only for the object that they’re listed under.
People Scoring
| Rule Type | Condition Details | Value | Points |
|---|---|---|---|
| Engagement | Website Engagement | Engagement Channel Action | Is | error | -5 |
| Engagement | Website Engagement | Engagement Channel Action | Is | form-submit | +10 |
| Engagement | Website Engagement | Engagement Channel Action | Is | anchor-click | +3 |
| Engagement | Website Engagement | Engagement Channel Action | Is | button-click | +3 |
| Engagement | Website Engagement | Engagement Channel Action | Is | search | +3 |
| Engagement | Website Engagement | Engagement | Engagement Channel Action | Is | page-view | +1 |
| Engagement | Message | Engagement | Engagement Channel Action | Is | SUBSCRIBE | +5 |
| Engagement | Message | Engagement | Engagement Channel Action | Is | CLICK | +3 |
| Engagement | Message | Engagement | Engagement Channel Action | Is | UNSUBSCRIBE | -5 |
| Engagement | Email | Engagement | Engagement Channel Action | Is | | CLICK | +3 |
| Engagement | Email | Engagement | Engagement Channel Action | Is | UNSUBSCRIBE | -5 |
| Fit | Contact Point Address | Country | Is | United States | +3 |
Account Scoring
| Rule Type | Condition Details | Value | Points |
|---|---|---|---|
| Engagement |
Account Contact | Activity Participant | Activity | Email Message | Is | Incoming | Is Equal To AND Account Contact | Activity Participant |Activity Participant Role | Is Equal To |
|
+50 |
| Engagement |
Party | Lead | Activity Participant | Activity | Email Message | Is | Incoming | Is Equal To AND Lead | Activity Participant | Activity Participant Role | Is Equal To |
|
+50 |
| Fit | Account Type | Is Equal To |
|
+30 |