Lead Scoring

A lead score is a points total that shows how engaged a contact is with your webinars. Contacts earn points for what they do in your sessions, such as chatting, voting in polls and clicking your offer, and for sharing your webinars. Use scores to spot your most interested leads and to build segments of them.

Access: admins and marketers can change the scoring weights; moderators and staff can view them. Only admins see Settings in the sidebar; other roles can open the page directly at dashboard.yourdomain.com/settings/lead-scoring. Everyone can see contacts' scores.

How scores work

Each contact gets two kinds of score:

• A score per webinar: the points they earned in that webinar, across all of its sessions.
• An overall score: the sum of their per-webinar scores. This is the score shown in the contacts list and the live control panel, and the one segment rules use.

A contact's score grows as they interact more; there's no maximum.

Points come only from interactions recorded while the contact had behavioral tracking consent; without that consent, RestartiX doesn't record their interactions for scoring. A contact who never gave it has no score. If a contact withdraws consent, new interactions stop counting, and the points they already earned stay. When a contact's processing is restricted, their score stops updating. See GDPR.

What earns points

Weight	Default	When the contact earns it
Chat Message	5	Once per session, for their first chat message.
Chat Reply	5	Once per session, for their first reply to a chat message.
Poll Vote	5	For each poll they answer. Changing an answer doesn't earn more.
Offer Clicked	15	Once per session, the first time they click the offer.
Reaction	2	Once per session, for their first emoji reaction.
Feedback Submitted	3	For submitting the feedback form, once per session.
Webinar Joined	10	Once per session for each phase in which they enter the session room: pre-show, live, replay or evergreen. Entering again in the same phase doesn't add points, and staying in the room as the pre-show turns into the live broadcast counts only as a pre-show join.
Attendance Duration Bonus	10	Once per webinar, when they attended and their last recorded interaction in that webinar came at least 10 minutes after they joined (their latest join, if they left and came back). It's based on interactions, not viewing time, so someone who watches without interacting doesn't earn it.
Share Generated	3	Each time they share the webinar with a share button, for example on WhatsApp or Messenger, by email or to a calendar.
Share Referral	10	Each time someone else registers through their share link.

Chat keyword matches don't earn points.

Change the weights

1. Go to Settings → Lead Scoring.
2. Under Event Weights, enter the number of points for each action as a whole number. Set a weight to 0 to stop that action from earning points.
3. Click Save.

Reset to Defaults fills in the default weights shown above. Click Save to apply them.

Weight changes are recorded in the audit log as Updated Scoring Config, with the new weights.

Weight changes aren't retroactive

New weights apply to a webinar's scores only when that webinar is next recalculated, and that only happens after it has new activity. Webinars with no new activity keep scores calculated with the old weights, so after a change a contact's overall score can mix old and new weights. There's no way to recalculate every webinar at once, so settle your weights early.

When scores update

Scores aren't updated in real time. RestartiX recalculates them periodically in the background:

• Only webinars with new recorded activity since their last calculation are recalculated.
• For each of those webinars, every contact's score is recalculated from scratch with the current weights, and their overall score is updated.

Admins can see the schedule, and when it last ran, under Compute Lead Scores in Settings → Background Jobs. Run Now there recalculates immediately, but it still only covers webinars with new activity. Each recalculation that produced scores is recorded in the audit log as Computed Lead Scores.

Where scores appear

• Contacts list: the Score column shows each contact's overall score, or a dash if they haven't been scored. Click Sort by Score to rank your contacts from the highest score down. The badge is green from 50 points, yellow from 20 and gray below; these colors are for display only. See Contacts.
• Contact page: the Overview tab shows the Lead Score (0 if the contact hasn't been scored) and a Score Breakdown: the overall points per action (chat messages, chat replies, poll votes, offer clicks, reactions, feedback, joined, duration bonus, shares and referrals), and each webinar's score with its own breakdown. Actions worth 0 points are hidden. See Contacts.
• Live control panel: when you click an attendee's name in the chat during a session, their details show their overall score next to their webinar count. See Live Control Panel.
• Segments: the Minimum Lead Score rule. See below.

Use scores in segments

To build a segment of highly engaged contacts:

1. Go to Segments and click Create Segment.
2. Enter a name, for example "Hot leads".
3. Click Add Rules Group, choose Minimum Lead Score and enter the lowest score to include, for example 50.
4. Add more conditions if you like, for example Webinar Attended for a specific webinar. Click the pill between the conditions so it reads AND if the contact must match both.
5. Click Create Segment, then open the segment and click Evaluate Rules.

Keep in mind:

• The rule uses the overall score. Contacts who have never been scored don't match, even with a minimum of 0.
• Scores are recalculated and segments are re-evaluated on separate schedules, so a newly engaged contact joins a score-based segment only after both have run. To speed this up, an admin can click Run Now on Compute Lead Scores, and then you can click Evaluate Rules on the segment.
• Segment rules can't use a single webinar's score. To list contacts by one webinar's score, ask in Ask and create a segment from the result.

See Segments for everything else you can combine with scores.