How to create a scoring

When you want to create a scoring, it can be for many reasons:

• give a score to your leads;
• share a result on a test or a quiz;
• or calculate an estimate or an amount to pay.

In this article, I'll show you how to create a scoring with an example.

Let's say you want to determine if the user is a hot lead or not. To do that, you need to create rules.

1. You can ask a first question about the number of employees the company has by using buttons as pre-made answers.

2. Under each possible answer, create a 'Calculation' block. For your first 'Calculation' block, create a new variable, that you can name scoring and assign a value to this new variable.

Then you can select this variable for the other 'Calculation' blocks and assign a different value for each 'Calculation' block.

In this example, each 'Calculation' block of the first row has a different value (2;4;6).

3. For the following questions, you can perform a calculation.

For example, you can ask for the company headquarters country.

You will add a new calculation block and update the value of the scoring variable in each case.

Here, I choose to add +2, +4, +6 to the current value of the scoring variable.

4. To determine if the lead is hot or not, I choose to add a 'Logic jump' block to create conditional paths based on the scoring value.

Here, I create a logic jump based on the scoring variable that says that a lead is good if the scoring variable is greater than 8.

For instance, if the scoring is good, the chatbot will suggest booking a meeting via Calendly. Otherwise, it will show you a video demo.

According to the chatbot user score, the chatbot will redirect you to the appropriate answer.

That's it! 😃