1. Apollo
  2. Engage
  3. Scores

Create a Custom Score

Article author
Apollo Team
Updated

Overview

 
A Fresh Coat of Paint

Scores on Apollo are getting a makeover. Your experience may look slightly different while Apollo automatically rolls out these updates.

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.

 
It's in the Plan

The number of scores you can create depends on your Apollo plan. If you need to create additional scores, upgrade your plan. If you have questions about upgrading, reach out to the Apollo sales team.

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 > Ideal customer profile > Scoring.
  2. Click Create score.

Create score button is highlighted at top right

  1. Select to create a people or company score. Give your score a name.
  2. Click Add filter.
  3. Select a filter like number of employees, or click Signal to select a signal.

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  1. Next, select a value like 51-100.

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  1. Add an impact to the filter from Very important to Not important.
  2. (Optional) Alternatively, toggle Numeric scoring to add a numeric impact from 0 to 20, with 20 being the most impact.

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Keeping Score

If you select multiple values on certain filters or signals, like number of employees, Apollo only matches the prospect to one criterion. For example, if you add criteria where "51-200 employees" = 10 points and "201-500 employees" = 15 points, then a company with 75 employees only matches "51-200 employees" and receives 10 points.

Other filters or signals, like job title, aren't mutually exclusive and can match to more than one criterion. For example, if you add criteria where job title "Product" = 10 points and "Manager" = 15 points, then a prospect with a "Job Manager" title receives 25 points.

  1. (Optional) Click Add more values to assign additional values to the filter.
  2. Click Add filter to add more filters to the score.

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  1. Click Preview.

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  1. (Optional) If necessary, adjust the distribution by changing the numeric weight per ranking.

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  1. Select Saved people or All people, then click Re-render to visualize how prospects rank against your score.

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Score Strategies

Is your ranking too restrictive? If you aren't seeing many excellent or good prospect scores, you may need to edit the score to be less restrictive. Click Close to edit the score further. Avoid being overly specific with too many filters that can bottleneck your score distribution.

  1. When finished, click Save.
 
A Rose by Any Other Name

Don't see Save? Be sure to add a name to your score first.

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 one primary people score and one 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 > Ideal customer profile > 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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Next Steps

Once your custom score is live, these next steps help you put it to work across prospecting, permissions, and day-to-day workflows.

Scores Overview Ground your team on how scoring works end to end by comparing auto-scores and custom scores to understand what actually drives ranking and prioritization.
Use Scores Turn your new model into action by applying scores in searches and filters to focus outreach on the prospects most likely to convert.
Create and Assign Permission Profiles Make sure the right people can manage scoring by assigning admin permissions so updates to primary scores don't get bottlenecked.

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