How to setup a lead scoring on Call log related events?

How to setup a lead scoring on Call log related events?

This Article covers how to setup a lead scoring on call log related events and lead scoring on call-related events is important because it helps prioritize and qualify leads based on their engagement levels and helps sales teams focus on high-value leads based on call interactions.

Prerequisites

  1. Permissions:  Create\Update all - Scoring Rule
  2. Read - Lead 
  3. Call log permission on Lead  
  4. Product Plans: Elevate.

Steps to setup Lead Scoring Rule:

Step 1. Login into Kylas >> Navigate into Setting >> Navigate into Automation >> Scoring Rule.




Step 2. Click on Scoring rule tab into side menu bar, then the scoring rule create page will open and Create Rule CTA will be visible.




Step 3. When clicked on the "Create Rule" CTA to create lead scoring rule will pop up and, in this popup, you will be seeing 2 fields.

  1. Rule Name - Represents the name of the Rule to be created.
  2. Score Field - By default system field will be auto selected. 
  3. Scoring Type -Positive /Negative (Radio button). (According to the requirement you can set the score) and you will see "Start Creating" CTA.
Note: - 
  1. Positive Rule - Identifies high-value leads, Increases lead score
  2. Negative Rule - Filters out poor-quality leads, Decreases lead score 





Step 4. After creating rule, the rule form will open and, in this page, you will see the below action items as show in visuals.

4.1 Call log event based on lead Scoring rule.

  1. Event selection from dropdown - You can select the event for which you want to set the scoring rule 
    Note: - If you are selecting the lead event then you will be able to set multiple condition to setup the scoring rule criteria on lead properties.
  2. Once you select the call log event from dropdown then you will see one more dropdown and you will select call log related event from dropdown.
Note: Below is the list of all action\event

  1. Outgoing Connected 
  2. Incoming Connected 
  3. Outgoing Rejected 
  4. Incoming Rejected 
  5. Outgoing busy
  6. Incoming Busy
  7. Outgoing Answered 
  8. Incoming Answered 
  9. Outgoing Missed Call 
  10. Incoming Missed Call 



      
 
Step 5. You will be able to add Multiple criteria click on "+Add New Criteria" action below and you will be able to add another event and action.



 Step 6. After adding multiple criteria if you want to delete any of the criteria then click on the delete button on those criteria, the criteria will be deleted.
Note: If there is only one criteria then you will not be able to delete that.

Step 7. You will be able to enter the value which will reflect in the field selected in popup while creating the scoring rule when this scoring rule will trigger.
Note: Scoring value max limit 0 to 100


Step 8. You will be able to see the "Save & Activate" and "Save" CTA. Once you click on "Save & Activate" CTA, then that scoring rule will be saved and activated, and you will receive a toast message with the text:
"Scoring Rule created successfully."



Step 9. If you will click on "Save" CTA. In this case scoring rule saved and a toast message will appear with the text:
"Scoring Rule saved successfully."
Note: Scoring rule will be saved only but not activated.


Step 10. After creating and saving the scoring rule, the scoring rule will be visible on the lead scoring listing page.





Watch this video for reference:

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