1. Apollo.io
  2. Engage
  3. Engagement Settings

Create a Custom Score

Article author
Dustin Nathaniel Keys
Updated

Overview

Scores help you rank prospects according to the attributes that define your ideal customers. Apollo generates highly accurate auto-scores without any manual setup. However, you can also create custom scores to define and control the signals that rank prospects.

Check out the following sections to create a custom score.

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Create a Custom Score

To create a custom score:

  1. Launch Apollo and click Settings > Scoring and Signals > Scoring.
  2. Click Create score.

Create score button is highlighted at top right

  1. Select whether to create a people or company score. Then, give your score a name and a description to help your team understand the best uses cases for the score.
  2. Click Next.
  3. Click ▸ beside a signal group to choose a signal.

Add signals to score is highlighted on left

  1. You can choose from the following signal groups:
    • Company intent: The buying intent of a company, from high intent to low.
    • Company momentum: The growth momentum of a company, like office expansion and recent funding.
    • Company profile: The general makeup of a company, like employee size and technology usage.
    • Engagement: The results of your engagement in Apollo, like "opened 2+ emails in the past week."
    • Persona: The general persona of your prospect, like location and seniority level.
  2. Alternatively, click Create signal to create a new signal.
  3. Drag and drop each signal to a corresponding score weight:
    • Excellent
    • Good
    • Fair
 
The Science of Signals

Apollo assigns a score rating to each prospect based on the highest performing signal they match. For example, if a person matches 2 good signals and 1 excellent signal, they would receive an excellent score rating. Learn more about how signals work in scores.

  1. Continue adding signals to construct your score. You can add up to 25 signals in a score.

Example signals are added to the score

  1. When finished, click Next.
  2. (Optional) Adjust the percentage distribution for each score rating. Each score is converted to a scale of 100, which can be distributed to define the rating your prospects receive.

Example scoring distribution is shown

  1. Click Render distribution to preview how all people, companies, or all saved contacts / accounts rank against your score. Apollo shares the exact number of prospects and the percentage of the total per rating.

New Scoring Model

 
Score Strategies

Is your ranking too restrictive? Avoid creating overly specific scores that can bottleneck your score distribution. If you aren't seeing many excellent or good prospect rankings, you may need to edit the score signals or distribution to be less restrictive.

  1. When finished, click Submit.

You have now created a new score. Set the score as your primary score, then use the score to prospect in Apollo.

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Set a Primary Score

 
Permission Required

You need to be an admin on Apollo to set your organization's primary score. If you don't have permission, reach out to an Apollo admin for help.

When you create a score, you must set 1 primary people score and 1 primary company score. These scores replace auto-scores as the default when your teams search for people or companies.

To set your primary score:

  1. Launch Apollo and click Settings > Scoring and Signals > Scoring.
  2. Click ... beside the score > Set score as primary.

Active Model

  1. Click Confirm.

You have now set a primary score. You're ready to use the score to prospect.

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