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Contact Engagement Score
Track and prioritize leads based on how they interact with your business using BizStackPro’s point-based Contact Engagement Score.
Knowing Which Contacts Are Worth Your Attention First
You may have a growing list of contacts, but it’s not always clear who is most engaged or ready to take action.
Engagement scoring assigns points based on how contacts interact with your business, helping you prioritize follow-ups.
Without a scoring system, all contacts can feel equal—even when some are far more likely to convert.
This guide will show you how to use engagement scores so you can focus on the right contacts at the right time.
Once you understand how engagement scoring works, follow the steps below to set up rules, track activity, and use scores to drive smarter automation inside your BizStackPro account.
What Engagement Scoring Does
Engagement scoring assigns points to contact actions (like opening emails, booking appointments, submitting forms, or making payments). The higher the score, the more engaged the contact is — which helps you decide who to follow up with first.
Best practice: Use scoring to create simple “hot / warm / cold” lead buckets, then trigger follow-ups automatically using workflows.
Where to Find Engagement Scores
- Contact record: Open a contact and scroll until you see the Contact Engagement Score area.
- Conversations view: When viewing a conversation, the score may appear in the right-side details panel (depending on layout and permissions).
Note: The engagement score typically appears after you publish a score profile in Settings → Manage Scoring.
How Scores Are Calculated
You control the point values using scoring rules. Common examples include:
- Email opens and clicks
- Calendar appointments (booked, rescheduled, canceled)
- Form submissions and survey completions
- Successful payments or invoices paid
- DND / opt-out events (often negative points)
Important: Engagement scores do not automatically “decay” over time. If you want scores to drop for inactivity, build a timed workflow to subtract points.
Step-by-Step: Set Up Engagement Scoring
- Go to Settings → Manage Scoring.
- Create a Score Profile (name + short description).
- Add or edit Rules to define which actions add or subtract points.
- Set point values (example: +5 for email open, -10 for DND/opt-out).
- Click Save, then Publish so scoring applies to contacts.
Filtering and Automation Ideas
- Create Smart Lists to segment contacts by engagement score.
- Use workflows to trigger follow-ups when a score crosses a threshold (example: “Score ≥ 30”).
- Build a “score decay” workflow that subtracts points if no activity is detected after a set period.
Simple starting thresholds:
Cold: 0–9 • Warm: 10–29 • Hot: 30+
Want to automate follow-ups based on engagement?
BizStackPro lets you combine scoring, conversations, and workflows so your best leads get faster responses and better offers automatically.
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Frequently Asked Questions
What is engagement scoring and why is it important?
It measures how much a contact interacts with your business so you can prioritize leads and tailor follow-ups.
Can we use the Contact Engagement Score in workflows?
Yes. You can trigger automations when a contact reaches a score threshold or meets score-based conditions.
Does the engagement score automatically decrease over time?
No. If you want score decay, create a timed workflow that subtracts points after inactivity.
Where can I see a contact’s engagement score?
You can view it in the contact record and, in many setups, in the conversation details panel.
When does the engagement score start showing up?
After you create and publish a score profile in Settings → Manage Scoring.
Focus on the Leads Most Likely to Convert
Engagement scoring helps you stop guessing and start prioritizing. Combine scores with workflows to trigger the right message at the right time.
Score smarter. Follow up faster.
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