Where to Find Score Information

ClickDimensions scores your leads, contacts, and anonymous visitors. The scoring is based on several different actions including submitting a Form (or receiving an error when submitting a form), visiting your website, each page visited, CRM opportunity created or lost, and clicks on email links.


These are given a default value when you first deploy ClickDimensions. You can view and change these values by going to Settings > ClickDimensions Settings > Score Settings.

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NOTE: When Score Settings are changed, these do not reverse-update within CRM.  Any new scores coming in reflect the newly-updated settings, but scores earned with a former points setting was in place will remain the same.  Scores are reformulated from the beginning each time a new score is added.

Web page scores are also customizable. You can add a bit of tracking script to a page to give that page a different score from others. To do this go to Settings > ClickDimensions Settings > Tracking Script. Copy the second box of script and follow the instructions there. For more information, see our article on web tracking.

You can see these points throughout CRM in many different places.

For the Web Analytics related scores [Visits and Page Views] you can see the score under the Anonymous Visitor section.

Go to Marketing > Analytics > Anonymous Visitors.

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Here you can see the Anonymous Visitor’s total score in the second column. That adds up all the points they’ve received for everything since they first became an Anonymous Visitor. These records are also clickable to show more in depth information. Please note that Anonymous Visitors are visitors that have not been associated with a Lead or Contact in your CRM.

Scores can also be see on the Visits page. Go To Marketing > Analytics > Visits.

In this view, the score includes only the points accumulated in this one visit.

A Visit starts when someone comes to a page on your website and ends when they leave the website.

Page Views also show a score for each page view. Go to Marketing > Analytics > Page Views.

The score here is in the 8th column and is based on that one page view.

The Email Click scores can be found in Email Send statistics. Go to Marketing > Email Marketing > Sent Emails.

If the contact or lead clicked on any of the links in your email there will be a score in the 4th column. [Sent Emails can also be viewed in the Email Send record, and on a contact/lead/account record.]

In a Contact or Lead record, in addition to the Sent Emails section, you can also find the score on the Information section if you have added it to your view. If you do not see the field you’ll need to have a System Administrator customize the Contact/Lead form to show the field.

total score field

Total Score: Sum of all points.

NOTE: There is another field called ‘Score’ which has been depreciated and is no longer updated.

It is also visible in the Profile section of Lead and Contact records.

This is the total score of that contact since he or she first came to your website or clicked on a link in an email [since you’ve gotten ClickDimensions]. This score is rather high since it was generated while testing and working on our system. It’s usually not the case that a customer would have a score this high.


These are given a default value when you first deploy ClickDimensions. You can view and change these values by going to Settings > ClickDimensions Settings > Score Settings.

NOTE: When Score Settings are changed, these do not reverse-update within CRM.  Any new scores coming in reflect the newly-updated settings, but scores earned with a former points setting was in place will remain the same.  Scores are reformulated from the beginning each time a new score is added.

Score Settings

Web page scores are also customizable. You can add a bit of tracking script to a page to give that page a different score from others. To do this go to Settings > ClickDimensions Settings > Tracking Script. Copy the second box of script and follow the instructions there. For more information, see our article on web tracking.

You can see these points throughout CRM in many different places.

For the Web Analytics related scores [Visits and Page Views] you can see the score under the Anonymous Visitor section.

Go to Marketing > Analytics > Anonymous Visitors.

Anonymous Visitors Score

Here you can see the Anonymous Visitor’s total score in the second column. That adds up all the points they’ve received for everything since they first became an Anonymous Visitor. These records are also clickable to show more in depth information. Please note that Anonymous Visitors are visitors that have not been associated with a Lead or Contact in your CRM.

Scores can also be see on the Visits page. Go To Marketing > Analytics > Visits.

Visits

In this view, the score for the visit is in the 7th column. This includes only the points accumulated in this one visit.

A Visit starts when someone comes to a page on your website and ends when they leave the website.

Page Views also show a score for each page view. Go to Marketing > Analytics > Page Views.

Page Views Score

The score here is in the 8th column and is based on that one page view.

The Email Click scores can be found in Email Send statistics. Go to Marketing > Email Marketing > Sent Emails.

Sent Email Score

If the contact or lead clicked on any of the links in your email there will be a score in the 4th column. [Sent Emails can also be viewed in the Email Send record, and on a contact/lead/account record.]

In a Contact or Lead record, in addition to the Sent Emails section, you can also find the score on the Information section if you have added it to your view. If you do not see the field you’ll need to have a System Administrator customize the Contact/Lead form to show the field.

Total Score

Total Score: Sum of all points.

NOTE: There is another field called ‘Score’ which has been depreciated and is no longer updated.

It is also visible in the Profile section of Lead and Contact records.

ProfileScore

This is the total score of that contact since he or she first came to your website or clicked on a link in an email [since you’ve gotten ClickDimensions]. This score is rather high since it was generated while testing and working on our system. It’s usually not the case that a customer would have a score this high.