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How to Create a Lead Score in GoHighLevel ? #automatedmarketer

Entertainment

Introduction

Creating a lead score in GoHighLevel is an essential process for tracking and managing your leads effectively. By assigning numerical values to leads based on their actions, you can prioritize your follow-ups and tailor your marketing efforts. Here’s a step-by-step guide to help you set up a lead scoring system using GoHighLevel.

Step 1: Create a Custom Field for Lead Score

  1. Login to GoHighLevel: Start by logging into your GoHighLevel account.

  2. Access Settings: On the left-hand side menu, navigate to the Settings section.

  3. Create Custom Field:

    • Inside the settings menu, find and select Custom Fields.
    • Click on the option to create a new custom field.
    • Name this field Lead Score and ensure that you select the data type as Numerical Value.
    • After setting this up, remember to hit Save.

Step 2: Set Up Automation to Assign Lead Score

  1. Navigate to Automations: On the left-hand side, go to the Automations section.

  2. Select Your Automation: Choose the specific automation you are using, such as the Lead Magnet automation.

  3. Add Points for Actions:

    • When a contact downloads the lead magnet, you want to reward them with 10 points.
    • To do this, locate the Math option within the automation tools.
    • Select the Lead Score field you just created.
    • Choose to Add 10 points to their lead score.
    • Save this action to ensure the automation is applied when specific actions occur.

Step 3: View and Sort Contacts by Lead Score

  1. Go to Contacts: Next, navigate to the Contacts section from the left-hand menu.

  2. Sort by Lead Score:

    • To view your contacts based on their lead score, find the option to Sort or customize the columns displayed.
    • Look for Lead Score and add it as a column on the right-hand side. Now, you will see the lead scores for all your contacts conveniently displayed.

By following these steps, you can effectively create and manage lead scores in GoHighLevel, allowing you to streamline your marketing efforts.

Keyword

  • Lead Score
  • GoHighLevel
  • Custom Fields
  • Automation
  • Lead Magnet
  • Numerical Value
  • Contacts

FAQ

What is a lead score?

A lead score is a numerical value assigned to a lead based on their interactions and engagement with your marketing efforts.

How do I create a custom field for lead scoring in GoHighLevel?

You can create a custom field for lead scoring by navigating to the Settings, selecting Custom Fields, and creating a new field named "Lead Score" with a numerical value type.

How can I automate lead scoring based on actions like downloading a lead magnet?

To automate lead scoring, go to your existing automation, add a math action that modifies the Lead Score field by adding a set number of points whenever a specified action occurs.

Where can I view the lead scores of my contacts?

You can view the lead scores in the Contacts section by customizing the displayed columns to include the Lead Score field.