Effective customer engagement is crucial for business success in today's fast-paced digital landscape. Advisor's Growth's Contact Engagement Score Workflow provides a dynamic solution for businesses to enhance their customer engagement strategies.
By leveraging automated triggers and actions based on changes in contact engagement scores, businesses can efficiently manage and respond to their contacts' levels of engagement. This comprehensive guide explores utilizing Contact Engagement Score Workflow actions and triggers to maximize customer engagement.
Understanding the Contact Engagement Score
Before diving into workflow actions and triggers, it's essential to understand the Contact Engagement Score and its significance. The Contact Engagement Score is a numerical representation of a contact's engagement level with your platform or brand. It considers various interactions such as email opens, appointment bookings, tag additions, and more, allowing you to gauge the level of interest and activity of each contact.
Setting Up Engagement Scoring
Accessing Settings:
Log in to the Advisor's Growth platform and navigate to the settings menu.
Manage Scoring:
Within settings, locate the "Manage Scoring" section.
Defining Rules:
Define rules to add or subtract points based on engagement activities. Default rules may include adding points for email opens, appointment bookings, etc.
Custom Rules:
Create custom rules for specific actions, such as adding points when a particular tag is added to a contact.
Launching Workflows Based on Engagement Score
Accessing Automations:
Navigate to the "Automations" section within the Advisor's Growth platfor
Creating a Workflow:
Create a new workflow to initiate actions based on engagement scores.
Setting Trigger:
Add the "Contact Engagement Score" trigger to the workflow.
Defining Conditions:
Specify conditions for triggering the workflow, such as when the engagement score is greater than or equal to a certain number.
Selecting Actions:
Choose from a range of actions to be executed when the trigger conditions are met, such as sending emails, text messages, or other automated tasks.
Testing the Workflow:
Test the workflow by assigning tags or performing actions that affect the contact's engagement score. Ensure that the workflow is triggered correctly and actions are executed as expected.
Once these steps are completed, you’ll notice changes in the engagement scores.
Adjusting Scoring and Workflow Strategies
Refining Scoring Rules:
Continuously review and adjust scoring rules based on the effectiveness of engagement strategies.
Adding New Triggers:
Explore additional triggers, such as customer responses with specific keywords, to further customize engagement workflows.
Segmentation and Targeting:
Use engagement scores to segment contacts for targeted marketing campaigns, ensuring personalized interactions.
Automated Follow-up:
Implement automated follow-up sequences for contacts showing declining engagement to re-engage them effectively.
Rewarding Engagement:
Reward highly engaged contacts with exclusive offers or rewards, fostering loyalty and further interaction.
Data Management:
Utilize engagement scores for data cleaning, identifying inactive contacts for review or removal from active campaigns.
Enhancing the Contact Engagement Score Experience with Advisor's Growth
The Contact Engagement Score feature seamlessly integrates with Advisor's Growth, providing users with powerful tools to manage, customize, and utilize engagement scores effectively. Here’s how Advisor's Growth enhances this experience:
Unified Platform: Users can access the Contact Engagement Score feature within the same platform they use for customer relationship management, streamlining workflows.
Centralized Management: Advisor's Growth offers centralized management of scoring profiles, rules, and interactions, ensuring alignment with business objectives.
Customization Capabilities: Users can tailor scoring profiles to meet specific business needs, providing flexibility and control over the scoring process.
Efficient Collaboration: Team members can draft and publish scoring profiles, allowing for seamless collaboration to optimize engagement strategies.
Enhanced Visibility: Users can visualize contact scores in the conversations module, enabling quick identification of high-priority contacts.
Advanced Sorting and Filtering: Utilize sorting and filtering options to segment contacts based on their scores and engage with them effectively.
FAQ: Contact Engagement Score Workflow
What is the Contact Engagement Score and how is it calculated?
The Contact Engagement Score is a numerical representation of a contact's level of engagement, calculated based on predefined rules and actions, such as email opens, clicks, and tag additions. Each interaction can add or subtract points.
How can I set up a Contact Engagement Score Workflow in Advisor's Growth?
Go to the Automations section, create a new workflow, add the "Contact Engagement Score" trigger, define conditions for the trigger, and select the actions to be performed.
Can I customize the scoring rules for my contacts?
Yes, you can customize scoring rules in the "Manage Scoring" section within the settings of Advisor's Growth.
How do I use engagement scores to segment my contacts?
Use filters based on score ranges to create segments for highly engaged, moderately engaged, and inactive contacts, allowing for targeted marketing efforts.
What actions can be triggered by changes in the Contact Engagement Score?
Workflows can trigger various actions, including sending personalized emails, triggering SMS messages, assigning tags, or adding contacts to specific campaigns.