Welcome to your guide on making the most out of engagement scores in Notary Success CRM. Let's dive into how you can spot your most interested contacts and give a little push to those who aren't as active. We're making it super easy to follow, so you'll be a pro in no time!
What's an Engagement Score?
Think of engagement scores like a game where your contacts earn points for interacting with you. The more they do—like opening emails or book appointments—the higher their score. It's a cool way to see who's really into what you're offering.
Set Up Your Engagement Rules
Find the Scoring Section: Jump into 'Settings' and click on 'Manage Scoring.' This is where you decide what actions earn points.
Make It Your Own: Decide what's important for your business. Maybe getting a payment is worth two points, but if someone hits 'Do Not Disturb,' they lose ten points. It's all about what matters to you.
Pick and Choose: You can get specific, like giving points for email opens. This way, you know who's really paying attention.
How to Find Your Most Engaged Contacts
Once you've got your scoring set, use it to see who's interacting with your marketing efforts. This helps you focus on your most engaged contacts and figure out how to get others excited too.
Filter Your Contacts: Use the engagement score filter to find your most active contacts. You can set a score level and see who makes the cut.
What's Next?: For your most engaged contacts, think about sending something special their way. For the quieter crowd, try a catchy re-engagement trick to grab their attention.
Easy Steps to Get Started
Try It Out: Start simple with a few scoring rules, then tweak as you go.
Keep It Fresh: People change, so keep an eye on your scoring rules to make sure they still fit.
Use Your Insights: Let the scores guide your strategy, helping you build strong connections.
Engagement scores help you see who's really into your services and who might need a nudge. By targeting your marketing effors with engagement scores in Notary Success CRM, you're stepping up your game in managing your contacts. Remember, it's all about creating relationships that work for your business. Let the scoring begin!