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Workflow Actions: Modify Contact Engagement Score

Overview​

The Modify Contact Engagement Score action in Stack helps you adjust a contact's engagement score based on their interactions and behaviors. This feature is invaluable for identifying leads that are more likely to convert, allowing you to prioritize follow-ups effectively.

Action Name​

The Modify Contact Engagement Score action lets you increase or decrease a contact's engagement score. This score is influenced by various factors such as email opens, clicks, website visits, and interactions with marketing materials.

How to Configure​

Step 1: Create or Edit a Workflow​

  1. Navigate to the Automations section and select Workflows.
  2. Click on Create Workflow to start a new workflow or choose an existing workflow to edit.

Step 2: Add a Trigger​

  1. Select a trigger that will activate the workflow. Common triggers include actions like Email Opened, Link Clicked, or Form Submission.
  2. Configure the trigger settings as needed and save.

Step 3: Add the Modify Contact Engagement Score Action​

  1. From the dropdown, choose whether you want to Add or Subtract points from the current Engagement Score.
  2. Enter the number of points you wish to add or subtract.

Example​

Scenario: Email Engagement Tracking​

Objective: Adjust engagement scores for contacts based on their email interactions to better target future campaigns.

Workflow Steps:

  • Trigger: An Email Event initiates the workflow when a contact opens an email.
  • Action: Configure the action to increase the engagement score by +10 for each trigger link clicked.

Outcome:
When a contact opens an email and clicks on a trigger link, their engagement score increases, reflecting their interest in your content. This adjustment allows you to segment contacts more effectively, prioritizing those with higher engagement scores for future campaigns, such as exclusive offers or personalized content. This strategy leads to improved targeting, higher conversion rates, and better overall customer engagement.