Rule Workaround to (Legacy) Lead Scoring

While Lead Scoring helps you determine which people in your list are the best leads, it is now a Legacy Feature. However, you can build out your own Lead Scoring Automation using Rules, custom fields, and liquid to create a tracking system that mimics what was possible with the Lead Scoring feature. Using page visits, events, and other actions as Triggers, you can determine how much to increase that Lead Score by storing it in a custom field.

The idea here is that you are storing the lead score in a specific custom field. The value is stored in the custom field “my_lead_score” in the example above. 

To update the value:

1. For Step 2 “What Action should we perform?”, use the Action: Set a person’s profile or custom field
2. Next, store the value into a custom field named “my_lead_score” and set the value to:

   {{subscriber.my_lead_score | plus: 1}}

   • This calls the already stored custom field value for my_lead_score with:

     {{subscriber.my_lead_score}}

   • And adds a point to my_lead_score using

     {{ plus:1 }}

     • (Keep in mind you can decrease the value by using “minus: 1” instead)