Enhancements to Contact Engagement Tools

We are excited to announce enhancements to our customer engagement strategies with updated workflow features. Now, you can utilize triggers based on changes in Contact Engagement Scores. Plus, you can directly adjust these scores with our new actions. This enhancement is designed to increase your efficiency in managing and responding to your contacts’ engagements.

Contact Engagement Score Trigger

This trigger allows you to automate workflow actions based on updates in a contact’s Engagement Score. This tool improves the efficiency of managing and responding to your contacts’ engagement levels.

Key features of Contact Engagement Score Trigger include:

• Automated Activation: This function automatically triggers workflow actions based on changes in Engagement Scores.
• Customizable Filters: You can apply filters to trigger workflows based on specific numerical conditions of the Engagement Score.

Available conditions include:

• Is equal to a score
• Is not equal to a score
• Is greater than a score
• Is greater than or equal to a score
• Is less than a score
• Is less than or equal to a score
• Is empty
• Is not empty

These conditions let you define with precision when the workflow is triggered, based on the contact engagement score.

Modify Contact Engagement Score Action

The “Modify Contact Engagement Score” action allows you to directly influence a contact’s Engagement Score. With this action, you can add or subtract points from the existing score, offering a more flexible engagement management approach.

How It Works:

• Adjust Engagement Scores: You can add or subtract points to fine-tune a contact’s Engagement Score.
• Flexible Engagement Management: You can react dynamically to engagement changes by modifying scores as needed.

Some potential use-cases for these new tools include:

• Segmentation for Targeted Campaigns: By triggering workflows to segment contacts into different marketing campaigns based on their engagement score thresholds, you can better target your audience.
• Automated Follow-up: Start a follow-up sequence when a contact’s engagement score drops below a particular point, indicating a potential decline in their interest.
• Rewarding Engaged Contacts: Automatically reward contacts with high engagement scores by sending them exclusive offers, further encouraging their continued interaction.
• Data Cleaning: Identify contacts with an “empty” engagement score as potentially inactive or unengaged, prompting a review or removal from active campaigns.

At SMBcrm, we continuously strive to provide valuable tools for our users. We hope that you find these enhancements beneficial and invite any questions about our new features.

In Case You Missed It: Check out our latest blog post for additional product updates and tips on optimizing your Lead 365 experience.