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Funnel scoring

How to calculate scores for quiz answers, display funnel scores, and record scores to custom fields

Jonathan Denney avatar
Written by Jonathan Denney
Updated over 7 months ago

Calculating funnel score

Incrementing score based on answers

As you add questions to your quizzes and fields to your funnel's forms, ConvertFlow makes it easy to assign scores to specific answers by editing the answer's "score" value.

This will either increment/decrement the funnel score based on the answer's score.

Customizing the starting score

All funnel interactions start with a score of 0 by default. To adjust the starting score, go to the campaign's settings in the panel, scroll down to "Funnel settings" and adjust the starting score.

Displaying the funnel score

You can display the person's funnel score using the current score merge tag.

Using scores for funnel logic

Scores can also power your conditional actions, so you can route people to different funnel paths based on score ranges (example: greater than 100, less than 100, etc).

Saving scores to contact custom fields

Mapping to a custom field

From the funnel settings, you can optionally have the funnel score saved to the person's contact profile by mapping the score to a custom field.

You can either define a new custom field, or map it to an existing custom field in your integrations:

The saved score will then display on the contact record's custom fields list.

Using automations to update saved contact scores

You can also use ConvertFlow's scoring automations to apply calculations to multiple contact score custom fields, making it possible to calculate multiple contact scores based on interactions across all your funnels.

The score automations include:

  • Update score

  • Add to score

  • Subtract from score

Pro tip: Using conditional actions, you can conditionally apply calculations to saved contact score custom fields.

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