Create a Scoring Model
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.
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.
Create a New Scoring Model
Launch Apollo and click Settings.
Click Scoring Engine.
Click + New Scoring Model.
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.
Click a Filter and then click + Add Score Rule.
Click the drop-down and then click—for this example—the number of employees you would like to filter by.
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.
Click + Add Score Rule to add more Score Rules. You can add as many as you want.
You can also add Score Rules from multiple filter categories.
Please note, keep the following 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.
Click Save Changes when you're done.
You have now created a new Scoring Model with the filters you've selected.
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.
Click Scoring Engine.
Click + New Scoring Model.
Click Tasks.
Give your Scoring Model a name.
Click Assignee and then click + Add Score Rule.
Click the drop-down and then choose an available Assignee. Then, assign a score.
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.
Click the drop-down and then choose an available task. Then, assign a score.
Click Task Priority and then click + Add Score Rule.
Click the drop-down and then choose a Task Priority. Then, assign a score.
Click Task Due Date and then click + Add Score Rule.
Click From and To to select a due date range. Then, assign a score.
Click Save Changes.
Activate a Scoring Model
You can only have 1 active Scoring Model at a time.
Launch Apollo and click Settings.
Click Scoring Engine.
Click Additional Options (...) and then click Set model as active.
Sync Contact and Account Scores to Salesforce
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.
Click Contacts.
Click Default Fields.
Scroll down to Recommendation Score. This setting maps your Scoring Models to the Salesforce Contact Field (left) and Salesforce Lead Field (right).
Click the drop-down to map the Salesforce Contact Field.
Click the drop-down to map the Salesforce Lead Field.
Click Save.
Your Scoring Model is now synced with Salesforce.