Configuration Recommendations for Engagement Points

  • Updated

When setting up Engagement Points for activities and Engagement Point weighting, you can use the following recommendations as a guide.

Activities

Page Visits

Tip: Take a look at our playbook for tips on assigning engagement points for page visits.

When configuring, do not enter the https:// or www portion of the URL. For example, enter it as demandbase.com/contactus.

  • Don't include: Careers, Unsubscribe, Login
  • Weight higher: Features, Pricing, Demo Request, Contact Us
  • Weight highest: Landing page URLs for high value content

Open Sales Email

Generally regarded as outbound engagement.

  • Assign minimal engagement (0.1 points)

Marketing Email

Generally regarded as outbound engagement.

  • Assign minimal engagement (0.1 points)

Demandbase Email Open

Generally regarded as outbound engagement.

  • Assign minimal engagement (0.1 points)

Inbound Email

  • Don't include: Out of office, OOO, Test, Bounce
  • Assign 1 point

Meetings

  • Assign actual minutes

Intent

  • High and medium intent: Assign minimal engagement (0.2 and 0.1 points)
  • Low intent: If you don't want to include, don't assign a value.

Programs/Campaigns

Tip: Take a look at our playbook for tips on assigning engagement points for programs/campaigns.

Webinar

Score high value engagements such as:

  • Attended
  • Registered
  • Engaged

Advertisement

  • Contains: Ad Title
  • Status: Clicked

Tradeshow/Roadshow

Score high value engagements such as:

  • Registered
  • Visited Booth
  • Engaged at Show
  • Engaged at Post Show

CRM Activities

Generally regarded as outbound engagement.

Email

  • Assign 0.1 points

Call

  • Does not contain: Wrong Number, No Connect, VM, voicemail
  • Assign 1 point

Weighting

Identify your Ideal Customer Profile and weight accordingly.

  • C-level = 200%
  • VP = 150%
  • Director = 125%
  • Manager = 100%
  • Other = 50%

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