Advanced Social Media - Lead Score Setup

  • Updated

Lead scoring helps you prioritize leads, qualify the right ones for sales, and catch long-term opportunities that would otherwise slip through the cracks. If you've integrated the Advanced Social Media Module with your account, you can extend that scoring to social engagement too - so a LinkedIn click or a campaign clickthrough can move a contact's score just like a form fill or email open would.

Why this matters: Social engagement is a real buying signal, but only if it's reflected in the score sales actually looks at. Wiring social clicks into your scoring rules means sales sees the full picture of a prospect's interest, not just their email and web activity.

Quick Reference (Advanced Users)

  • Scoring fields: OktoClickTime, OktoClickNetwork, OktoClickProfile, OktoClickCampaign, OktoClickPostLink.
  • Rules live at Lists > Scoring Rules > Profile section > Add Profile Condition.
  • Save the rule, assign it a score, then click Save on the Score Sheet to activate.

Scoring Criteria

Lead scoring through Advanced Social Media (Oktopost) is based on special profile fields on the marketing list that it syncs to:

Profile FieldExplanation
OktoClickTimeThe date when the contact engaged with your social media content
OktoClickNetworkThe network the lead came from: LinkedIn, Facebook, X (Twitter)
OktoClickProfileName of the personal/company page from which the post was published
OktoClickCampaignName of the social campaign within the ASM module
OktoClickPostLinkThe title of the link that the contact clicked on

You can create rules based on these attributes to customize your lead scoring for any of them. For example, you can make social clicks during the current month worth more points than last month's clicks, or make clicks from LinkedIn worth more than those from Facebook.

Set Up Social Scoring

  1. In your Act-On account, go to Lists > Scoring Rules.
  2. In the Profile section, click the blue plus icon Add Profile Condition to create a new scoring rule.
  3. From the Contact Field drop-down, select any of the fields listed in the table above (these should be near the bottom of the list).
  4. Use the next two fields to create the logic for your scoring rule, such as:
    • OktoClickNetwork equals LinkedIn
    • OktoClickCampaign contains Discount
    • OktoClickTime is after date 03/02/2025
  5. Click Save.
  6. Enter a score next to the name of this rule.
  7. Click Save at the top of your Score Sheet for these changes to take effect.

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