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Lead scores are a powerful way to evaluate the quality and potential of your leads. By assigning scores based on users’ responses, you can prioritize follow-ups, personalize outreach, and streamline your sales and marketing efforts.
Whether you're nurturing prospects, qualifying webinar sign-ups, or identifying high-value applicants, lead scoring helps you focus your time and energy where it matters most.
In this article, you'll learn how to set up lead scoring in Heyflow in just three simple steps:
Step 1: Setting up System Labels and Variables
Firstly, you need to set up the system label and variables for all options needed for the calculation of the lead score.
In order to use the input later in the formula, start by adding a variable to the input block.
Now the individual options must be given a value. If you want to assign a score to a non-numeric input, simply add the value to the system label for each of the options. If you then use this variable, the text will be ignored in the calculation and only the numerical input will be used for the calculation. In your responses, the whole system label including the numeric value is shown.
🔎 Click here to learn more about System Labels and Variables.
Step 2: Adding the Calculation
As soon as all options have a value in the label, you can add the formula. This should be done after all relevant questions, but before the submit button, so that the calculation is also visible in your answer.
Insert a Text or Headline Block on your screen and add the desired variables with @.
Your lead score can be a simple addition of the values, but you can also add multipliers if certain questions carry more weight. As soon as you select the text, a toolbar opens where you can select a formula.
You can then enter a system label for the calculation so that it is also visible in your answers and you can use it via your integrated answer routines.
To prevent your visitors from seeing this calculation, you can easily hide the block under Appearance.
🔎 Click here to learn more about calculations here.
Step 3: Setting up rules based on Lead Score
Your lead score can now be used in rules. This way, you can personalize the journey for every visitor depending on their lead score. Learn more on Advanced Conditional Navigation here.
This is how it works:
Select the formula in the rule (or create a new one). You can also update your existing formula here.
Choose an operator from the list, e.g. larger then, less than or equal to, etc.
Define your value in numbers.
❗ When creating multiple rules, make sure they follow a logical structure. Rules are evaluated from top to bottom. As soon as one rule matches, it is triggered – any rules below it will no longer be checked.
This is especially important for lead scores with value ranges. Ensure that the ranges do not overlap and are structured logically (e.g. >10<20, >20<30, etc.).
Step 4: Using the Lead Score in Responses
Your lead score is now part of your responses. Also, you can send the data via your response handlers directly to the integration of your choice, e.g. Google Sheets or your CRM like HubSpot or Salesforce or any other tool you connected via Zapier.
🔎 Click here to learn more about integrations.