Overview

Emails are a strong indicator of engagement—whether a lead opens, replies, clicks, or ignores your emails tells a lot about their interest level. Using custom email conditions in Kylas Lead Scoring helps sales teams automate prioritization based on actual email activity.

Table of Contents

1. Prerequisites

2. Why Use Email Conditions for Lead Scoring

3. Supported Email Conditions in Kylas

4. Steps to Create Email-Based Lead Scoring Rules

5. Example Scenarios

6. Best Practices

7. Conclusion

Prerequisites

• You must have Admin access to configure scoring rules.

• Lead Scoring should be enabled (available in Elevate Plan or above).

• Your email integration (e.g., Mailjet, Gmail, Outlook) must be active and synced.

• Email activities like Open, Click, Reply must be tracked and visible in the lead timeline.

Why Use Email Conditions for Lead Scoring

Scenario	Action	Score Impact
Lead opens your email	Indicates interest	➕Positive score
Lead clicks a link in the email	Shows strong engagement	➕Higher positive
Email not opened or ignored	May indicate disinterest	➖Negative score
Email bounced	Bad contact info	➖Remove points
Lead replied to the email	Strong buying signal	➕➕High score

Supported Email Conditions in Kylas

Field / Condition	Description
Email Type	Outgoing / Incoming
Opened	Yes / No – based on whether the email was opened
Clicked	Yes / No – if lead clicked on any link in the email
Bounced	Yes / No – email delivery failed
Replied	Yes / No – inbound email logged
Email Tags	Custom tags like “Newsletter”, “Offer”, etc.
Email Subject	Optional filter based on subject line
Sender / Receiver	To limit by user or team if needed

Steps to Create Email-Based Lead Scoring Rules

Step 1: Go to Lead Scoring Setup

• Go to: Settings → Automation → Scoring Rules

• Click Create Rule

• Enter a name, e.g., “Email Opened Scoring”

• Choose Rule Type: Positive or Negative

• Choose Entity: Lead

Step 2: Select Trigger Entity as Email

• In the event trigger, select Email as the base condition.

Step 3: Add Custom Email Conditions

Use dropdowns to add logic like:

• Email → Opened → Equals → Yes

• Email → Clicked → Equals → Yes

Step 4: Set Score

Assign the score value based on the level of engagement:

• Opened → +5

• Clicked → +10

Step 5: Save & Test

Click Save Rule → Monitor how the lead score updates in the Lead List.

Example Scenarios

Rule Name	Condition
Email Opened	Email Opened = Yes
Clicked Promotional Link	Email Clicked = Yes (Tag = "Offer")
Ignored 3 Campaigns	Email Opened = No (3 times)
Replied to Welcome Mail	Email Replied = Yes (Subject = "Welcome")
Bounced Email	Email Bounced = Yes

Best Practices

• Use relevant tags in campaigns for better filtering.

• Avoid scoring multiple times for the same email type (e.g., multiple "Open" rules).

• Combine email with call and activity conditions for a holistic scoring strategy.

• Periodically audit and optimize scoring rules based on lead conversion data.

Conclusion

Using custom email conditions in Kylas Lead Scoring helps your sales and marketing teams identify hot leads faster and reduce time wasted on cold prospects. With strategic scoring based on email actions, you can align outreach with real engagement and improve conversion rates significantly.