Who This Is For / When to Use
Use this trigger if you want to:
Prioritize highly engaged leads
Automate follow-ups based on engagement level
Re-engage contacts whose engagement declines
Segment contacts dynamically for sales or marketing workflows
What the Contact Engagement Score Represents
A contact’s Engagement Score reflects how actively they interact with your business.
Scores are calculated using predefined scoring rules based on actions such as:
Email opens and replies
Appointment confirmations and bookings
Form submissions
Other tracked engagement activities
Managing Engagement Scoring
Edit or Publish a Score Profile
Navigate to Manage Scoring.
Open the Engagement Score profile.
Edit the profile name or description if needed.
Add or adjust scoring rules.
Toggle from Draft to Publish to apply scoring to all contacts.
What the Contact Engagement Score Trigger Does
This trigger evaluates a contact’s Engagement Score and adds them to a workflow when the score matches your defined conditions.
It can also include additional filters, such as business-related fields, for more precise targeting.
Available Trigger Conditions
You can trigger workflows using any of the following score conditions:
Equals
Not equals
Greater than
Greater than or equal to
Less than
Less than or equal to
Is empty
Is not empty
How to Set Up the Contact Engagement Score Trigger
Step 1: Create or Edit a Workflow
Go to Automations > Workflows.
Click + Create Workflow, or open an existing workflow for editing.
Step 2: Add the Contact Engagement Score Trigger
Click Add New Trigger in the workflow canvas.
Select Contact as the trigger category.
Choose Contact Engagement Score.
Step 3: Configure Trigger Filters
Set the Score condition (for example, Greater than or equal to 195).
(Optional) Add additional filters such as Business Niche.
Click Add filters to include more conditions if needed.
Step 4: Save the Trigger
Review all trigger conditions.
Save the trigger to apply it to the workflow.
Example Use Case
A workflow is configured to trigger when:
Engagement Score is greater than 195
Business Niche contains Education
When a contact meets both conditions, they are automatically enrolled in a workflow that sends a follow-up email campaign.
Publish and Test the Workflow
Click Save.
Use Test Workflow to validate behavior.
Toggle the workflow from Draft to Publish to activate it.
Common Issues and Fixes
The workflow does not trigger
Confirm the workflow is published
Ensure the contact’s Engagement Score meets the filter conditions
Verify that scoring rules are published and actively updating scores
Contacts trigger unexpectedly
Review score thresholds for accuracy
Check for additional filters that may be too broad
Frequently Asked Questions
What is the Contact Engagement Score trigger?
It is a workflow trigger that activates automation when a contact’s Engagement Score meets specific conditions.
Can I use multiple conditions in one trigger?
Yes. You can combine Engagement Score conditions with additional contact fields for more precise targeting.
Can I use multiple Engagement Score triggers in one workflow?
Yes. Multiple triggers with different thresholds can be added to a single workflow.
Does the trigger fire when the score increases and decreases?
Yes. The trigger evaluates the score whenever it changes and checks it against your defined conditions.
Can I view a contact’s Engagement Score outside of workflows?
Yes. The Engagement Score is visible on the Contact Details page and can be used in Smart Lists.