Create a Scoring Model

Article author
Matthew Charles
  • Updated

Overview

In Apollo, you can define Score Rules to automatically rank potential Contacts and Accounts based on the demographics and behaviors that are most important to you. This information defines your Scoring Model.

 
Context is Key

For some context on the finer points of the Scoring Engine, read the Scoring Engine Overview article.

Review the sections below for additional details about how to create a scoring model, how to create a tasks scoring model, how to activate a scoring model, and how to keep your account and contact scores synced with Salesforce.

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Create a New Scoring Model

Launch Apollo and click Settings.

Settings

Click Scoring Engine.

Scoring Engine

Click + New Scoring Model.

New Scoring Model

 
Twinsies!

Please note, the process for designing a Scoring Model for companies and people is the same. You can follow the process below for either option.

Give your Scoring Model a name.

Name

Click a Filter and then click + Add Score Rule.

Add Score Rule

Click the drop-down and then click—for this example—the number of employees you would like to filter by.

Filter Drop-Down

You can use the arrows or manually type a positive score. The score you give the chosen filter ranks the criteria and the number you choose is up to your discretion.

Score

Click + Add Score Rule to add more Score Rules. You can add as many as you want.

Add More Score Rules

You can also add Score Rules from multiple filter categories.

Multiple Filters

 
(Scoring) Rules of the Road

Please note, keep the following in mind in mind when you create a scoring model:

  • Score rules are ranked in descending order. Higher number scores take priority.
  • Apollo provides available historical data for each filter category to help inform your decisions. Historical Data

Click Save Changes when you're done.

Save Changes

You have now created a new Scoring Model with the filters you've selected.

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Create a Task Priorities Scoring Model

You can also design a Scoring Model to help you organize and prioritize tasks. Launch Apollo and click Settings.

Settings

Click Scoring Engine.

Scoring Engine

Click + New Scoring Model.

New Scoring Model

Click Tasks.

Tasks

Give your Scoring Model a name.

Name

Click Assignee and then click + Add Score Rule.

Assignee

Click the drop-down and then choose an available Assignee. Then, assign a score.

Owner

 
Share the Wealth!

Each task can have more than one assignee. You can rank the assignees in descending order. Higher numbers designate the order of your preferred assignees.

Click Task Created From and then click + Add Score Rule.

Created From

Click the drop-down and then choose an available task. Then, assign a score.

Task Selection

Click Task Priority and then click + Add Score Rule.

Task Priority

Click the drop-down and then choose a Task Priority. Then, assign a score.

Priority Drop-Down

Click Task Due Date and then click + Add Score Rule.

Due Date

Click From and To to select a due date range. Then, assign a score.

Task Date Range

Click Save Changes.

Save Changes

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Activate a Scoring Model

 
One Love/One Active Scoring Model

You can only have 1 active Scoring Model at a time.

Launch Apollo and click Settings.

Settings

Click Scoring Engine.

Scoring Engine

Click Additional Options (...) and then click Set model as active.

Activate

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Sync Contact and Account Scores to Salesforce

 
Stay Active!

Only the active Scoring Model syncs with Salesforce. Double-check that you activate the correct Scoring Model before you proceed.

Launch Apollo and click Settings.

Settings

Click Contacts.

Contacts

Click Default Fields.

Default Fields

Scroll down to Recommendation Score. This setting maps your Scoring Models to the Salesforce Contact Field (left) and Salesforce Lead Field (right).

Recommendation Score

Click the drop-down to map the Salesforce Contact Field.

Salesforce Contact

Click the drop-down to map the Salesforce Lead Field.

Salesforce Lead

Click Save.

Save

Your Scoring Model is now synced with Salesforce.

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