Workflow Trigger - Contact Engagement Score

Modified on: Wed, 18 Sep, 2024 at 3:44 AM

TABLE OF CONTENTS

Overview
Trigger Name
Trigger Description
How to Configure
Example

Overview

The Contact Engagement Score trigger is used to add contacts to a workflow based on their engagement score and other criteria, helping you to automate actions based on their interactions and overall engagement level.

Trigger Name

Contact Engagement Score

Trigger Description

This trigger allows you to filter contacts into a workflow based on their Engagement Score and other contact attributes. The trigger helps automate tasks like follow-ups, segmenting highly engaged contacts, or adjusting marketing efforts based on specific criteria.

Trigger Details

Field Name	Description	Mandatory
Score	The engagement score of the contact. Filters are applied based on engagement criteria.	Yes
Business Niche	The business category associated with the contact, such as Education, Healthcare, etc.	No

Operator	Description
Equals to	Triggers if the score or field value equals the input value.
Greater than	Triggers if the score or field value is greater than the input value.
Greater than or Equal to	Triggers if the score or field value is greater than or equal to the input value.
Less than	Triggers if the score or field value is less than the input value.
Less than or Equal to	Triggers if the score or field value is less than or equal to the input value.
Is empty	Triggers if the field value is empty.
Is not empty	Triggers if the field value is not empty.
Contains Phrase	Triggers if the field contains the phrase entered.
Does not contain Phrase	Triggers if the field does not contain the entered phrase.

How to Configure

Step 1: Select the trigger “Contact Engagement Score” from the workflow builder’s trigger options.
Step 2: Give the trigger a name, such as “High Engagement Contacts.”
Step 3:Set the filters to define the engagement score or other criteria.
- For example, select Score from the filter dropdown and choose Greater than. Enter a value like 195.
- You can add additional filters like Business Niche and choose Contains Phrase, then enter the niche (e.g., Education).
Step 4: Save the trigger configuration and add further actions or steps to your workflow as needed.

Example

In this scenario, the Contact Engagement Score trigger is set to capture contacts with a score Greater than 195 and in the Education niche. When the contact meets both criteria, they will be added to the workflow for a follow-up email campaign.