Lead scoring and lifecycle stages
Give contacts points for what they do (opened, clicked, submitted a form…) and set the lifecycle stages your contacts move through. Both show in the CRM and can drive segments.
Where it is
Both are part of the Marketing add-on, under Audiences in the Marketing sidebar.
Lead scoring
- Go to Lead scoring and press New rule.
- Pick the Trigger event (only events BuildTrack actually records are listed), give it a Name and Points. Use negative points to penalise (for example -50 for a spam complaint).
- Create rule. It applies from now on, each time that event happens for a contact.
Switch a rule off to stop it scoring. Top scoring contacts shows who's hottest. The score shows on the contact's Marketing section, and segments can filter on Lead score.
Lifecycle stages
Lifecycle stages are the funnel each contact sits in (Subscriber, Lead, Customer…). Press Customise stages to start from the standard set, then:
- New stage: a Display name, Stage key (lowercase, can't change later) and Colour.
- Drag to reorder; rename or recolour any time.
The stages are the ones the CRM, segments, reports and a form's Set Lifecycle Stage routing action use.